401k Plan data: MAINEHEALTH 403(B) RETIREMENT PLAN plan

MAINEHEALTH 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	MAINEHEALTH 403(B) RETIREMENT PLAN
Plan identification number	002

MAINEHEALTH 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAINEHEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name: MAINEHEALTH SERVICES

Employer identification number (EIN): 010431680

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAINEHEALTH 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 ALBERT G SWALLOW III

Plan Statistics for MAINEHEALTH 403(B) RETIREMENT PLAN

401k plan membership statisitcs for MAINEHEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022: MAINEHEALTH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28,211
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22,006
Number of retired or separated participants receiving benefits 2022-01-01 460
Number of other retired or separated participants entitled to future benefits 2022-01-01 6,430
Total of all active and inactive participants 2022-01-01 28,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 61
Total participants 2022-01-01 28,957
Number of participants with account balances 2022-01-01 28,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1,519
2021: MAINEHEALTH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 27,580
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21,544
Number of retired or separated participants receiving benefits 2021-01-01 408
Number of other retired or separated participants entitled to future benefits 2021-01-01 6,206
Total of all active and inactive participants 2021-01-01 28,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 50
Total participants 2021-01-01 28,208
Number of participants with account balances 2021-01-01 27,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,518
2020: MAINEHEALTH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 25,092
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22,699
Number of retired or separated participants receiving benefits 2020-01-01 337
Number of other retired or separated participants entitled to future benefits 2020-01-01 4,500
Total of all active and inactive participants 2020-01-01 27,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 44
Total participants 2020-01-01 27,580
Number of participants with account balances 2020-01-01 24,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,141
2019: MAINEHEALTH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23,880
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20,863
Number of retired or separated participants receiving benefits 2019-01-01 311
Number of other retired or separated participants entitled to future benefits 2019-01-01 3,882
Total of all active and inactive participants 2019-01-01 25,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 36
Total participants 2019-01-01 25,092
Number of participants with account balances 2019-01-01 23,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1,044
2018: MAINEHEALTH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16,785
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20,044
Number of retired or separated participants receiving benefits 2018-01-01 220
Number of other retired or separated participants entitled to future benefits 2018-01-01 3,589
Total of all active and inactive participants 2018-01-01 23,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 27
Total participants 2018-01-01 23,880
Number of participants with account balances 2018-01-01 20,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 926
2017: MAINEHEALTH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16,493
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13,700
Number of retired or separated participants receiving benefits 2017-01-01 154
Number of other retired or separated participants entitled to future benefits 2017-01-01 2,910
Total of all active and inactive participants 2017-01-01 16,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 21
Total participants 2017-01-01 16,785
Number of participants with account balances 2017-01-01 16,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 806

Measure	Date	Value
2022: MAINEHEALTH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28,211
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22,006
Number of retired or separated participants receiving benefits	2022-01-01	460
Number of other retired or separated participants entitled to future benefits	2022-01-01	6,430
Total of all active and inactive participants	2022-01-01	28,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	61
Total participants	2022-01-01	28,957
Number of participants with account balances	2022-01-01	28,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1,519
2021: MAINEHEALTH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	27,580
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21,544
Number of retired or separated participants receiving benefits	2021-01-01	408
Number of other retired or separated participants entitled to future benefits	2021-01-01	6,206
Total of all active and inactive participants	2021-01-01	28,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	50
Total participants	2021-01-01	28,208
Number of participants with account balances	2021-01-01	27,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,518
2020: MAINEHEALTH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	25,092
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22,699
Number of retired or separated participants receiving benefits	2020-01-01	337
Number of other retired or separated participants entitled to future benefits	2020-01-01	4,500
Total of all active and inactive participants	2020-01-01	27,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	44
Total participants	2020-01-01	27,580
Number of participants with account balances	2020-01-01	24,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,141
2019: MAINEHEALTH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23,880
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20,863
Number of retired or separated participants receiving benefits	2019-01-01	311
Number of other retired or separated participants entitled to future benefits	2019-01-01	3,882
Total of all active and inactive participants	2019-01-01	25,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	36
Total participants	2019-01-01	25,092
Number of participants with account balances	2019-01-01	23,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1,044
2018: MAINEHEALTH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16,785
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20,044
Number of retired or separated participants receiving benefits	2018-01-01	220
Number of other retired or separated participants entitled to future benefits	2018-01-01	3,589
Total of all active and inactive participants	2018-01-01	23,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	27
Total participants	2018-01-01	23,880
Number of participants with account balances	2018-01-01	20,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	926
2017: MAINEHEALTH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16,493
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13,700
Number of retired or separated participants receiving benefits	2017-01-01	154
Number of other retired or separated participants entitled to future benefits	2017-01-01	2,910
Total of all active and inactive participants	2017-01-01	16,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	21
Total participants	2017-01-01	16,785
Number of participants with account balances	2017-01-01	16,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	806

Financial Data on MAINEHEALTH 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : MAINEHEALTH 403(B) RETIREMENT 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	$-92,288,996
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$120,309,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$118,149,399
Expenses. Certain deemed distributions of participant loans	2022-12-31	$475,343
Value of total corrective distributions	2022-12-31	$30,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$186,321,918
Value of total assets at end of year	2022-12-31	$1,779,274,060
Value of total assets at beginning of year	2022-12-31	$1,991,872,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,654,764
Total interest from all sources	2022-12-31	$471,078
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$17,766,887
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	$17,766,887
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$116,956,258
Participant contributions at end of year	2022-12-31	$9,763,362
Participant contributions at beginning of year	2022-12-31	$9,965,876
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$420,210,159
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$381,849,032
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,093,721
Other income not declared elsewhere	2022-12-31	$10,230,353
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	$-212,598,863
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,779,274,060
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,991,872,923
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
Investment advisory and management fees	2022-12-31	$95,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,349,300,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,600,058,015
Interest on participant loans	2022-12-31	$471,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-307,079,232
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	$52,271,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$118,149,399
Contract administrator fees	2022-12-31	$1,559,764
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER NEWMAN & NOYES
Accountancy firm EIN	2022-12-31	010494526
2021 : MAINEHEALTH 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$99,701,418
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	$345,476,796
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$123,480,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$121,582,759
Expenses. Certain deemed distributions of participant loans	2021-12-31	$348,239
Value of total corrective distributions	2021-12-31	$31,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$174,598,999
Value of total assets at end of year	2021-12-31	$1,991,872,923
Value of total assets at beginning of year	2021-12-31	$1,670,175,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,518,122
Total interest from all sources	2021-12-31	$527,383
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$99,481,566
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	$99,481,566
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$105,100,979
Participant contributions at end of year	2021-12-31	$9,965,876
Participant contributions at beginning of year	2021-12-31	$10,359,906
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$381,849,032
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$344,455,568
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$22,934,920
Other income not declared elsewhere	2021-12-31	$11,245,930
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	$221,996,438
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,991,872,923
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,670,175,067
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
Investment advisory and management fees	2021-12-31	$98,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,600,058,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,315,359,593
Interest on participant loans	2021-12-31	$527,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$59,622,918
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	$46,563,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$121,582,759
Contract administrator fees	2021-12-31	$1,419,997
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER NEWMAN & NOYES
Accountancy firm EIN	2021-12-31	010494526
2020 : MAINEHEALTH 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$343,901,800
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$71,279,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$69,616,927
Expenses. Certain deemed distributions of participant loans	2020-12-31	$282,970
Value of total corrective distributions	2020-12-31	$16,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$145,342,167
Value of total assets at end of year	2020-12-31	$1,670,175,067
Value of total assets at beginning of year	2020-12-31	$1,397,553,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,363,625
Total interest from all sources	2020-12-31	$592,138
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,895,908
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	$50,895,908
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$90,022,817
Participant contributions at end of year	2020-12-31	$10,359,906
Participant contributions at beginning of year	2020-12-31	$10,866,029
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$344,455,568
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$297,357,250
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,319,081
Other income not declared elsewhere	2020-12-31	$9,926,068
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	$272,621,826
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,670,175,067
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,397,553,241
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
Investment advisory and management fees	2020-12-31	$95,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,315,359,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,089,329,962
Interest on participant loans	2020-12-31	$592,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$137,145,519
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	$40,000,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$69,616,927
Contract administrator fees	2020-12-31	$1,268,625
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER NEWMAN & NOYES
Accountancy firm EIN	2020-12-31	010494526
2019 : MAINEHEALTH 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$142,312,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$344,250,832
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$77,107,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$74,905,273
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,338,404
Value of total corrective distributions	2019-12-31	$9,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$133,642,089
Value of total assets at end of year	2019-12-31	$1,397,553,241
Value of total assets at beginning of year	2019-12-31	$988,096,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$853,927
Total interest from all sources	2019-12-31	$582,478
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$39,357,400
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	$39,357,400
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$81,066,228
Participant contributions at end of year	2019-12-31	$10,866,029
Participant contributions at beginning of year	2019-12-31	$9,167,330
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$297,357,250
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$223,110,563
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$18,399,530
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$8,655,022
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	$267,143,792
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,397,553,241
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$988,096,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$119,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,089,329,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$755,818,580
Interest on participant loans	2019-12-31	$582,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$162,013,843
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
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	$34,176,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$74,905,273
Contract administrator fees	2019-12-31	$734,427
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	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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER NEWMAN & NOYES
Accountancy firm EIN	2019-12-31	010494526
2018 : MAINEHEALTH 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$5,111,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$40,971
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$952,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$952,479
Expenses. Certain deemed distributions of participant loans	2018-12-31	$492,916
Value of total corrective distributions	2018-12-31	$501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,290
Value of total assets at end of year	2018-12-31	$10,811,444
Value of total assets at beginning of year	2018-12-31	$6,611,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$292,625
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
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	$45,680,795
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$80,313
Participant contributions at beginning of year	2018-12-31	$44,525
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,336
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-250,048
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	$-911,508
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,811,444
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,611,494
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
Investment advisory and management fees	2018-12-31	$96,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,101,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,294,858
Value of interest in pooled separate accounts at end of year	2018-12-31	$128,389
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$149,995
Interest on participant loans	2018-12-31	$916
Interest earned on other investments	2018-12-31	$291,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,500,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,122,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-88,065,615
Net investment gain/loss from pooled separate accounts	2018-12-31	$-13,572
Net gain/loss from 103.12 investment entities	2018-12-31	$-251,372
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	$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$952,479
Contract administrator fees	2018-12-31	$1,044,777
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	Yes
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	BAKER, NEWMAN & NOYES
Accountancy firm EIN	2018-12-31	010494526
2017 : MAINEHEALTH 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$137,684,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$249,220,732
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$36,261,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$34,968,909
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,233,080
Value of total corrective distributions	2017-12-31	$6,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$145,065,337
Value of total assets at end of year	2017-12-31	$891,383,958
Value of total assets at beginning of year	2017-12-31	$540,740,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,381
Total interest from all sources	2017-12-31	$326,366
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$37,342,265
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	$37,342,265
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$53,892,324
Participant contributions at end of year	2017-12-31	$7,786,309
Participant contributions at beginning of year	2017-12-31	$5,119,543
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$178,455,102
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$106,977,926
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$69,990,656
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$5,146,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$212,958,998
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$891,383,958
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$540,740,080
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	$705,142,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$428,642,611
Interest on participant loans	2017-12-31	$326,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$61,340,003
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	$21,182,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$34,968,909
Contract administrator fees	2017-12-31	$53,381
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	Yes
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	BAKER NEWMAN & NOYES
Accountancy firm EIN	2017-12-31	010494526

Form 5500 Responses for MAINEHEALTH 403(B) RETIREMENT PLAN

2022: MAINEHEALTH 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MAINEHEALTH 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MAINEHEALTH 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MAINEHEALTH 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MAINEHEALTH 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MAINEHEALTH 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

897099007

Policy instance

Insurance contract or identification number	897099007
Number of Individuals Covered	3312
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	3448
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	17268
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	15877
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	15590
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	12480
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

48317-002

Policy instance

Insurance contract or identification number	48317-002
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

48317-001

Policy instance

Insurance contract or identification number	48317-001
Number of Individuals Covered	129
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $179
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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
Commission paid to Insurance Broker	USD $163
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

194342-001

Policy instance

Insurance contract or identification number	194342-001
Number of Individuals Covered	330
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

891999-001

Policy instance

Insurance contract or identification number	891999-001
Number of Individuals Covered	12
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

195181-001

Policy instance

Insurance contract or identification number	195181-001
Number of Individuals Covered	257
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

890066-006

Policy instance

Insurance contract or identification number	890066-006
Number of Individuals Covered	245
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893065-007

Policy instance

Insurance contract or identification number	893065-007
Number of Individuals Covered	10884
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,921
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	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
Commission paid to Insurance Broker	USD $12,921
Insurance broker organization code?	4
Insurance broker name	CAPFINANCIAL PARTNERS LLC

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Company Name:	MAINEHEALTH SERVICES
Employer identification number (EIN):	010431680
NAIC Classification:	622000
NAIC Description:	Hospitals