401k Plan data: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN plan

EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN
Plan identification number	002

EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EPISCOPAL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: EPISCOPAL HEALTH SERVICES, INC.

Employer identification number (EIN): 111665825

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about EPISCOPAL HEALTH SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1852-02-03

Company Identification Number: 147

Legal Registered Office Address: 377 OAK STREET SUITE 300
Nassau
GARDEN CITY
United States of America (USA)
11530

More information about EPISCOPAL HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 SHARIKA GORDON
002 2015-01-01
002 2015-01-01 SHARIKA GORDON
002 2014-01-01 SHARIKA GORDON
002 2014-01-01 SHARIKA GORDON
002 2013-01-01 SHARIKA GORDON
002 2012-01-01 SHARIKA GORDON
002 2011-01-01 CHERIAN PALATHRA
002 2010-01-01 CHERIAN PALATHRA
002 2009-01-01 CHERIAN PALATHRA CHERIAN PALATHRA 2010-10-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	SHARIKA GORDON
002	2015-01-01
002	2015-01-01	SHARIKA GORDON
002	2014-01-01	SHARIKA GORDON
002	2014-01-01	SHARIKA GORDON
002	2013-01-01	SHARIKA GORDON
002	2012-01-01	SHARIKA GORDON
002	2011-01-01	CHERIAN PALATHRA
002	2010-01-01	CHERIAN PALATHRA
002	2009-01-01	CHERIAN PALATHRA	CHERIAN PALATHRA	2010-10-28

Plan Statistics for EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,879
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,081
Number of retired or separated participants receiving benefits 2016-01-01 27
Number of other retired or separated participants entitled to future benefits 2016-01-01 679
Total of all active and inactive participants 2016-01-01 1,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 26
Total participants 2016-01-01 1,813
Number of participants with account balances 2016-01-01 1,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,518
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,193
Number of retired or separated participants receiving benefits 2015-01-01 25
Number of other retired or separated participants entitled to future benefits 2015-01-01 635
Total of all active and inactive participants 2015-01-01 1,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 26
Total participants 2015-01-01 1,879
Number of participants with account balances 2015-01-01 1,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,710
Number of retired or separated participants receiving benefits 2014-01-01 25
Number of other retired or separated participants entitled to future benefits 2014-01-01 388
Total of all active and inactive participants 2014-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 24
Total participants 2014-01-01 437
Number of participants with account balances 2014-01-01 1,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,081
2013: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,822
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,276
Number of retired or separated participants receiving benefits 2013-01-01 18
Number of other retired or separated participants entitled to future benefits 2013-01-01 394
Total of all active and inactive participants 2013-01-01 1,688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 22
Total participants 2013-01-01 1,710
Number of participants with account balances 2013-01-01 1,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,337
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 452
Total of all active and inactive participants 2012-01-01 1,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 25
Total participants 2012-01-01 1,822
Number of participants with account balances 2012-01-01 1,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,979
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,426
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 435
Total of all active and inactive participants 2011-01-01 1,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 23
Total participants 2011-01-01 1,890
Number of participants with account balances 2011-01-01 1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,145
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,491
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 460
Total of all active and inactive participants 2010-01-01 1,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 24
Total participants 2010-01-01 1,979
Number of participants with account balances 2010-01-01 1,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,966
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,142
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 3
Total of all active and inactive participants 2009-01-01 2,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,145
Number of participants with account balances 2009-01-01 2,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,879
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,081
Number of retired or separated participants receiving benefits	2016-01-01	27
Number of other retired or separated participants entitled to future benefits	2016-01-01	679
Total of all active and inactive participants	2016-01-01	1,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	26
Total participants	2016-01-01	1,813
Number of participants with account balances	2016-01-01	1,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,518
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,193
Number of retired or separated participants receiving benefits	2015-01-01	25
Number of other retired or separated participants entitled to future benefits	2015-01-01	635
Total of all active and inactive participants	2015-01-01	1,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	26
Total participants	2015-01-01	1,879
Number of participants with account balances	2015-01-01	1,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,710
Number of retired or separated participants receiving benefits	2014-01-01	25
Number of other retired or separated participants entitled to future benefits	2014-01-01	388
Total of all active and inactive participants	2014-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	24
Total participants	2014-01-01	437
Number of participants with account balances	2014-01-01	1,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,081
2013: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,822
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,276
Number of retired or separated participants receiving benefits	2013-01-01	18
Number of other retired or separated participants entitled to future benefits	2013-01-01	394
Total of all active and inactive participants	2013-01-01	1,688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	22
Total participants	2013-01-01	1,710
Number of participants with account balances	2013-01-01	1,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,337
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	452
Total of all active and inactive participants	2012-01-01	1,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	25
Total participants	2012-01-01	1,822
Number of participants with account balances	2012-01-01	1,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,979
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,426
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	435
Total of all active and inactive participants	2011-01-01	1,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	23
Total participants	2011-01-01	1,890
Number of participants with account balances	2011-01-01	1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,145
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,491
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	460
Total of all active and inactive participants	2010-01-01	1,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	24
Total participants	2010-01-01	1,979
Number of participants with account balances	2010-01-01	1,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,966
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,142
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	3
Total of all active and inactive participants	2009-01-01	2,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,145
Number of participants with account balances	2009-01-01	2,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2016 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,093,603
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,828,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,758,772
Expenses. Certain deemed distributions of participant loans	2016-12-31	$53,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$906,840
Value of total assets at end of year	2016-12-31	$25,814,794
Value of total assets at beginning of year	2016-12-31	$25,550,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,468
Total interest from all sources	2016-12-31	$454,169
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$50,679
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	$50,679
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$135,379
Participant contributions at beginning of year	2016-12-31	$200,982
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$670,176
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$610,395
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$128,556
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$1,788
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	$264,607
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$25,814,794
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$25,550,187
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	$10,743,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,145,410
Value of interest in pooled separate accounts at end of year	2016-12-31	$485,494
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$468,994
Interest on participant loans	2016-12-31	$3,906
Interest earned on other investments	2016-12-31	$450,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,604,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,994,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$681,915
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	$778,284
Employer contributions (assets) at end of year	2016-12-31	$175,652
Employer contributions (assets) at beginning of year	2016-12-31	$130,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,758,772
Contract administrator fees	2016-12-31	$14,680
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	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2016-12-31	271728945
2015 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$733,915
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	$1,474,887
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,791,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,784,562
Expenses. Certain deemed distributions of participant loans	2015-12-31	$36,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$831,934
Value of total assets at end of year	2015-12-31	$25,548,840
Value of total assets at beginning of year	2015-12-31	$27,131,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,465
Total interest from all sources	2015-12-31	$466,233
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$37,164
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	$37,164
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Participant contributions at end of year	2015-12-31	$199,634
Participant contributions at beginning of year	2015-12-31	$480,284
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$610,395
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$604,000
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,782
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,233
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	$-2,316,140
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$25,548,840
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$27,131,065
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
Investment advisory and management fees	2015-12-31	$3,539
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,423,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,959,725
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,256,221
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,242,236
Interest on participant loans	2015-12-31	$2,656
Interest earned on other investments	2015-12-31	$463,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,929,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$14,757,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$139,556
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	$784,152
Employer contributions (assets) at end of year	2015-12-31	$130,264
Employer contributions (assets) at beginning of year	2015-12-31	$85,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,784,562
Contract administrator fees	2015-12-31	$2,926
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	O'CONNOR DAVIES, LLP
Accountancy firm EIN	2015-12-31	271728945
2014 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$1,300
Total income from all sources (including contributions)	2014-12-31	$1,971,878
Total of all expenses incurred	2014-12-31	$2,063,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,040,704
Expenses. Certain deemed distributions of participant loans	2014-12-31	$18,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$751,711
Value of total assets at end of year	2014-12-31	$27,131,065
Value of total assets at beginning of year	2014-12-31	$27,223,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,824
Total interest from all sources	2014-12-31	$513,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,951
Participant contributions at end of year	2014-12-31	$155,770
Participant contributions at beginning of year	2014-12-31	$231,470
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$604,000
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$550,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,166
Other income not declared elsewhere	2014-12-31	$43,164
Administrative expenses (other) incurred	2014-12-31	$3,824
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	$-91,567
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$27,131,065
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$27,223,932
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	$10,498,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,156,659
Value of interest in pooled separate accounts at end of year	2014-12-31	$474,988
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$517,931
Interest on participant loans	2014-12-31	$2,833
Interest earned on other investments	2014-12-31	$510,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,310,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$15,366,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$649,656
Net investment gain/loss from pooled separate accounts	2014-12-31	$13,974
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	$747,760
Employer contributions (assets) at end of year	2014-12-31	$85,653
Employer contributions (assets) at beginning of year	2014-12-31	$399,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,040,704
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	2014-12-31	No
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	O'CONNOR DAVIES, LLP
Accountancy firm EIN	2014-12-31	271728945
2013 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$34,304
Total income from all sources (including contributions)	2013-12-31	$3,386,452
Total of all expenses incurred	2013-12-31	$3,548,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,524,972
Expenses. Certain deemed distributions of participant loans	2013-12-31	$19,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$586,153
Value of total assets at end of year	2013-12-31	$26,824,443
Value of total assets at beginning of year	2013-12-31	$26,952,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,689
Total interest from all sources	2013-12-31	$537,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$534
Participant contributions at end of year	2013-12-31	$231,470
Participant contributions at beginning of year	2013-12-31	$230,384
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$550,242
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,135
Other income not declared elsewhere	2013-12-31	$98,237
Administrative expenses (other) incurred	2013-12-31	$4,689
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	$-162,222
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$26,824,443
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,952,361
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	$10,156,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,502,695
Value of interest in pooled separate accounts at end of year	2013-12-31	$517,931
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$579,214
Interest on participant loans	2013-12-31	$3,208
Interest earned on other investments	2013-12-31	$534,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$15,366,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$16,593,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,148,514
Net investment gain/loss from pooled separate accounts	2013-12-31	$15,902
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	$569,002
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$43,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,524,972
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	2013-12-31	No
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	ERNST & YOUNG LLP
Accountancy firm EIN	2013-12-31	346565596
2012 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,421,393
Total of all expenses incurred	2012-12-31	$2,184,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,161,780
Expenses. Certain deemed distributions of participant loans	2012-12-31	$18,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$700,027
Value of total assets at end of year	2012-12-31	$26,952,361
Value of total assets at beginning of year	2012-12-31	$26,715,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,935
Total interest from all sources	2012-12-31	$571,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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
Participant contributions at end of year	2012-12-31	$230,384
Participant contributions at beginning of year	2012-12-31	$168,721
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,323
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,844
Other income not declared elsewhere	2012-12-31	$46,596
Administrative expenses (other) incurred	2012-12-31	$3,935
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	$237,256
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,952,361
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$26,715,105
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	$9,502,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,807,755
Value of interest in pooled separate accounts at end of year	2012-12-31	$579,214
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$630,140
Interest on participant loans	2012-12-31	$4,566
Interest earned on other investments	2012-12-31	$566,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$16,593,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$17,059,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,085,495
Net investment gain/loss from pooled separate accounts	2012-12-31	$17,754
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	$698,704
Employer contributions (assets) at end of year	2012-12-31	$43,944
Employer contributions (assets) at beginning of year	2012-12-31	$47,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,161,780
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	2012-12-31	No
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	ERNST & YOUNG LLP
Accountancy firm EIN	2012-12-31	346565596
2011 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,258,829
Total of all expenses incurred	2011-12-31	$2,324,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,261,663
Expenses. Certain deemed distributions of participant loans	2011-12-31	$58,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$755,796
Value of total assets at end of year	2011-12-31	$26,715,105
Value of total assets at beginning of year	2011-12-31	$27,780,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,645
Total interest from all sources	2011-12-31	$596,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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
Participant contributions at end of year	2011-12-31	$168,721
Participant contributions at beginning of year	2011-12-31	$187,257
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$402,328
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$17,348
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,644
Administrative expenses (other) incurred	2011-12-31	$1,281
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	$-1,065,189
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$26,715,105
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,780,294
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	$8,807,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,645,388
Value of interest in pooled separate accounts at end of year	2011-12-31	$630,140
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$740,803
Interest on participant loans	2011-12-31	$6,609
Interest earned on other investments	2011-12-31	$590,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$17,059,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$17,702,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-114,951
Net investment gain/loss from pooled separate accounts	2011-12-31	$21,261
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	$738,448
Employer contributions (assets) at end of year	2011-12-31	$47,160
Employer contributions (assets) at beginning of year	2011-12-31	$99,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,261,663
Contract administrator fees	2011-12-31	$2,364
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	2011-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2011-12-31	346565596
2010 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,533,444
Total of all expenses incurred	2010-12-31	$2,062,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,000,980
Expenses. Certain deemed distributions of participant loans	2010-12-31	$56,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$747,504
Value of total assets at end of year	2010-12-31	$27,780,294
Value of total assets at beginning of year	2010-12-31	$27,309,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,587
Total interest from all sources	2010-12-31	$633,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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
Contributions received from participants	2010-12-31	$10,614
Participant contributions at end of year	2010-12-31	$187,257
Participant contributions at beginning of year	2010-12-31	$246,920
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$402,328
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$343,239
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,644
Other income not declared elsewhere	2010-12-31	$49,453
Administrative expenses (other) incurred	2010-12-31	$5,587
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	$470,634
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,780,294
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$27,309,660
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	$8,645,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,664,963
Value of interest in pooled separate accounts at end of year	2010-12-31	$740,803
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$748,521
Interest on participant loans	2010-12-31	$16,143
Interest earned on other investments	2010-12-31	$617,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$17,702,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$18,257,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,080,413
Net investment gain/loss from pooled separate accounts	2010-12-31	$22,338
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	$736,890
Employer contributions (assets) at end of year	2010-12-31	$99,743
Employer contributions (assets) at beginning of year	2010-12-31	$48,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,000,980
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	2010-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2010-12-31	346565596
2009 : EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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 EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN

2016: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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	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: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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	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: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: EPISCOPAL HEALTH SERVICES, INC. EMPLOYER PAID 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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	45
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $24
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance Broker	USD $24
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	AGENT/BROKER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	10
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	84
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	AGENT/BROKER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	J. TABMAN

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

L1010101CTBOEHS

Policy instance

Insurance contract or identification number	L1010101CTBOEHS
Number of Individuals Covered	26
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1427
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $70,550
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance Broker	USD $70,550
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	AGENT/BROKER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	HEALTHCARE COMMUNITY SECURITIES COR

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	9
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1518
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $74,656
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
Commission paid to Insurance Broker	USD $74,656
Insurance broker organization code?	3
Insurance broker name	HEALTHCARE COMMUNITY SEC CORP

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LI010101CTBOEHS

Policy instance

Insurance contract or identification number	LI010101CTBOEHS
Number of Individuals Covered	28
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	91
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $811
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
Commission paid to Insurance Broker	USD $524
Insurance broker organization code?	3
Insurance broker name	J. TABMAN

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	49
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $313
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
Commission paid to Insurance Broker	USD $313
Insurance broker organization code?	3
Insurance broker name	HEALTHCARE COMMUNITY SEC CORP

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $289
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
Commission paid to Insurance Broker	USD $137
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1545
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $46,392
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
Commission paid to Insurance Broker	USD $19,146
Insurance broker organization code?	3
Insurance broker name	AXA ADVISORS, LLC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	97
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $829
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
Commission paid to Insurance Broker	USD $555
Insurance broker organization code?	3
Insurance broker name	J. TABMAN

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS COR

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	49
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LI010101CTBOEHS

Policy instance

Insurance contract or identification number	LI010101CTBOEHS
Number of Individuals Covered	28
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	55
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $312
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
Commission paid to Insurance Broker	USD $115
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1633
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $53,927
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
Commission paid to Insurance Broker	USD $19,899
Insurance broker organization code?	3
Insurance broker name	AXA ADVISORS, LLC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LI010101CTBOEHS

Policy instance

Insurance contract or identification number	LI010101CTBOEHS
Number of Individuals Covered	36
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	102
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $723
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $392
Insurance broker organization code?	3
Insurance broker name	J. TABMAN

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	12
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,078
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,078
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS COR

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	13
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $51
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	108
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,661
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LI010101CTBOEHS

Policy instance

Insurance contract or identification number	LI010101CTBOEHS
Number of Individuals Covered	36
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $742
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1705
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $58,212
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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	57
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $299
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7850210

Policy instance

Insurance contract or identification number	L7850210
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $312
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550210

Policy instance

Insurance contract or identification number	L7550210
Number of Individuals Covered	1796
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $65,064
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

768354

Policy instance

Insurance contract or identification number	768354
Number of Individuals Covered	110
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $668
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

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

891438+006

Policy instance

Insurance contract or identification number	891438+006
Number of Individuals Covered	13
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1061066

Policy instance

Insurance contract or identification number	1061066
Number of Individuals Covered	63
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,737
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LI010101CTBOEHS

Policy instance

Insurance contract or identification number	LI010101CTBOEHS
Number of Individuals Covered	29
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $777
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EPISCOPAL HEALTH SERVICES, INC.
Employer identification number (EIN):	111665825
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1852-02-03
Company Identification Number:	147
Legal Registered Office Address:	377 OAK STREET SUITE 300 Nassau GARDEN CITY United States of America (USA) 11530