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MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameMONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN
Plan identification number 008

MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONTEFIORE MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:MONTEFIORE MEDICAL CENTER
Employer identification number (EIN):131740114
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MONTEFIORE MEDICAL CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1884-07-23
Company Identification Number: 19807
Legal Registered Office Address: 80 STATE STREET
Bronx
ALBANY
United States of America (USA)
12207

More information about MONTEFIORE MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082018-01-01
0082017-01-01PAUL KELLER
0082017-01-01
0082016-01-01PAUL KELLER
0082015-01-01PAUL KELLER
0082014-01-01EILEEN MONTALTO
0082013-01-01WILLIAM SHANAHAN WILLIAM SHANAHAN2014-10-01
0082012-01-01WILLIAM SHANAHAN
0082011-01-01WILLIAM SHANAHAN
0082010-01-01WILLIAM SHANAHAN
0082009-01-01WILLIAM SHANAHAN

Plan Statistics for MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0125,903
Total number of active participants reported on line 7a of the Form 55002022-01-0116,736
Number of retired or separated participants receiving benefits2022-01-01674
Number of other retired or separated participants entitled to future benefits2022-01-018,114
Total of all active and inactive participants2022-01-0125,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0169
Total participants2022-01-0125,593
Number of participants with account balances2022-01-0122,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01113
2021: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126,140
Total number of active participants reported on line 7a of the Form 55002021-01-0117,563
Number of retired or separated participants receiving benefits2021-01-01668
Number of other retired or separated participants entitled to future benefits2021-01-017,631
Total of all active and inactive participants2021-01-0125,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-0125,903
Number of participants with account balances2021-01-0122,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01174
2020: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0128,595
Total number of active participants reported on line 7a of the Form 55002020-01-0118,544
Number of retired or separated participants receiving benefits2020-01-01351
Number of other retired or separated participants entitled to future benefits2020-01-017,210
Total of all active and inactive participants2020-01-0126,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0135
Total participants2020-01-0126,140
Number of participants with account balances2020-01-0122,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01110
2019: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128,435
Total number of active participants reported on line 7a of the Form 55002019-01-0118,970
Number of retired or separated participants receiving benefits2019-01-01769
Number of other retired or separated participants entitled to future benefits2019-01-018,828
Total of all active and inactive participants2019-01-0128,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-0128,595
Number of participants with account balances2019-01-0125,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01127
2018: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0130,447
Total number of active participants reported on line 7a of the Form 55002018-01-0119,543
Number of retired or separated participants receiving benefits2018-01-01748
Number of other retired or separated participants entitled to future benefits2018-01-018,123
Total of all active and inactive participants2018-01-0128,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-0128,435
Number of participants with account balances2018-01-0124,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01107
2017: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131,363
Total number of active participants reported on line 7a of the Form 55002017-01-0122,888
Number of retired or separated participants receiving benefits2017-01-01171
Number of other retired or separated participants entitled to future benefits2017-01-017,296
Total of all active and inactive participants2017-01-0130,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0192
Total participants2017-01-0130,447
Number of participants with account balances2017-01-0123,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130,389
Total number of active participants reported on line 7a of the Form 55002016-01-0123,390
Number of retired or separated participants receiving benefits2016-01-01159
Number of other retired or separated participants entitled to future benefits2016-01-017,045
Total of all active and inactive participants2016-01-0130,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0193
Total participants2016-01-0130,687
Number of participants with account balances2016-01-0123,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128,994
Total number of active participants reported on line 7a of the Form 55002015-01-0123,374
Number of retired or separated participants receiving benefits2015-01-01168
Number of other retired or separated participants entitled to future benefits2015-01-016,200
Total of all active and inactive participants2015-01-0129,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0188
Total participants2015-01-0129,830
Number of participants with account balances2015-01-0121,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127,341
Total number of active participants reported on line 7a of the Form 55002014-01-0122,518
Number of retired or separated participants receiving benefits2014-01-01195
Number of other retired or separated participants entitled to future benefits2014-01-016,111
Total of all active and inactive participants2014-01-0128,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0176
Total participants2014-01-0128,900
Number of participants with account balances2014-01-0121,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123,739
Total number of active participants reported on line 7a of the Form 55002013-01-0121,413
Number of retired or separated participants receiving benefits2013-01-01195
Number of other retired or separated participants entitled to future benefits2013-01-015,781
Total of all active and inactive participants2013-01-0127,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0171
Total participants2013-01-0127,460
Number of participants with account balances2013-01-0118,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122,705
Total number of active participants reported on line 7a of the Form 55002012-01-0118,633
Number of retired or separated participants receiving benefits2012-01-01202
Number of other retired or separated participants entitled to future benefits2012-01-015,802
Total of all active and inactive participants2012-01-0124,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0163
Total participants2012-01-0124,700
Number of participants with account balances2012-01-0117,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121,652
Total number of active participants reported on line 7a of the Form 55002011-01-0118,120
Number of retired or separated participants receiving benefits2011-01-01195
Number of other retired or separated participants entitled to future benefits2011-01-014,263
Total of all active and inactive participants2011-01-0122,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0151
Total participants2011-01-0122,629
Number of participants with account balances2011-01-0115,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121,344
Total number of active participants reported on line 7a of the Form 55002010-01-0117,994
Number of retired or separated participants receiving benefits2010-01-01209
Number of other retired or separated participants entitled to future benefits2010-01-013,765
Total of all active and inactive participants2010-01-0121,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0152
Total participants2010-01-0122,020
Number of participants with account balances2010-01-0114,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120,926
Total number of active participants reported on line 7a of the Form 55002009-01-0117,374
Number of retired or separated participants receiving benefits2009-01-01225
Number of other retired or separated participants entitled to future benefits2009-01-013,646
Total of all active and inactive participants2009-01-0121,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0149
Total participants2009-01-0121,294
Number of participants with account balances2009-01-0113,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$305,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$363,478
Total income from all sources (including contributions)2022-12-31$-402,210,374
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$254,182,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$251,776,434
Expenses. Certain deemed distributions of participant loans2022-12-31$666,003
Value of total corrective distributions2022-12-31$50,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$242,082,868
Value of total assets at end of year2022-12-31$3,286,216,279
Value of total assets at beginning of year2022-12-31$3,942,667,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,689,893
Total interest from all sources2022-12-31$8,705,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,577,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$68,577,538
Administrative expenses professional fees incurred2022-12-31$208,417
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$172,974,195
Participant contributions at end of year2022-12-31$51,551,770
Participant contributions at beginning of year2022-12-31$51,914,700
Participant contributions at end of year2022-12-31$4,141,472
Participant contributions at beginning of year2022-12-31$4,235,809
Assets. Other investments not covered elsewhere at end of year2022-12-31$40,907,359
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$52,681,374
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,015,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$262,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$380,042
Other income not declared elsewhere2022-12-31$1,531,122
Administrative expenses (other) incurred2022-12-31$1,481,476
Liabilities. Value of operating payables at end of year2022-12-31$305,255
Liabilities. Value of operating payables at beginning of year2022-12-31$363,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-656,392,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,285,911,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,942,303,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,583,582,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,224,812,446
Value of interest in pooled separate accounts at end of year2022-12-31$95,371,848
Value of interest in pooled separate accounts at beginning of year2022-12-31$144,844,241
Interest on participant loans2022-12-31$2,485,857
Interest earned on other investments2022-12-31$6,174,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,972,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,195,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,195,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$45,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$501,549,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$455,612,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-723,107,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$60,092,961
Employer contributions (assets) at end of year2022-12-31$6,876,913
Employer contributions (assets) at beginning of year2022-12-31$6,990,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$251,776,434
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$363,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,833,596
Total income from all sources (including contributions)2021-12-31$698,124,083
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$217,885,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$215,336,049
Expenses. Certain deemed distributions of participant loans2021-12-31$661,396
Value of total corrective distributions2021-12-31$59,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$242,564,349
Value of total assets at end of year2021-12-31$3,942,667,260
Value of total assets at beginning of year2021-12-31$3,463,899,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,829,225
Total interest from all sources2021-12-31$9,208,420
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$120,871,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$120,871,991
Administrative expenses professional fees incurred2021-12-31$202,511
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$170,363,096
Participant contributions at end of year2021-12-31$51,914,700
Participant contributions at beginning of year2021-12-31$51,936,411
Participant contributions at end of year2021-12-31$4,235,809
Participant contributions at beginning of year2021-12-31$4,105,899
Assets. Other investments not covered elsewhere at end of year2021-12-31$52,681,374
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$45,464,938
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,547,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$380,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,621,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,484,595
Other income not declared elsewhere2021-12-31$10,545,698
Administrative expenses (other) incurred2021-12-31$1,626,714
Liabilities. Value of operating payables at end of year2021-12-31$363,478
Liabilities. Value of operating payables at beginning of year2021-12-31$349,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$480,238,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,942,303,782
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,462,065,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,224,812,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,717,102,050
Value of interest in pooled separate accounts at end of year2021-12-31$144,844,241
Value of interest in pooled separate accounts at beginning of year2021-12-31$252,350,302
Interest on participant loans2021-12-31$2,773,987
Interest earned on other investments2021-12-31$6,425,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,195,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$308,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$308,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$455,612,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$384,103,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$314,933,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$61,653,657
Employer contributions (assets) at end of year2021-12-31$6,990,604
Employer contributions (assets) at beginning of year2021-12-31$6,905,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$215,336,049
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,293,601
Total unrealized appreciation/depreciation of assets2020-12-31$4,293,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,833,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$359,180
Total income from all sources (including contributions)2020-12-31$650,965,733
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$258,806,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$256,116,406
Expenses. Certain deemed distributions of participant loans2020-12-31$448,746
Value of total corrective distributions2020-12-31$37,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$236,143,126
Value of total assets at end of year2020-12-31$3,463,899,209
Value of total assets at beginning of year2020-12-31$3,070,265,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,203,595
Total interest from all sources2020-12-31$12,125,899
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$74,389,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$74,389,009
Administrative expenses professional fees incurred2020-12-31$443,287
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$12,500
Contributions received from participants2020-12-31$164,346,944
Participant contributions at end of year2020-12-31$51,936,411
Participant contributions at beginning of year2020-12-31$52,088,900
Participant contributions at end of year2020-12-31$4,105,899
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$45,464,938
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$40,678,526
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,763,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,621,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$268,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,484,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,043,299
Administrative expenses (other) incurred2020-12-31$1,760,308
Liabilities. Value of operating payables at end of year2020-12-31$349,001
Liabilities. Value of operating payables at beginning of year2020-12-31$359,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$392,159,449
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,462,065,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,069,906,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,717,102,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,350,583,764
Value of interest in pooled separate accounts at end of year2020-12-31$252,350,302
Value of interest in pooled separate accounts at beginning of year2020-12-31$558,514,738
Interest on participant loans2020-12-31$2,653,609
Interest earned on other investments2020-12-31$9,426,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$308,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$823,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$823,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$384,103,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$63,264,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$319,970,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$61,032,406
Employer contributions (assets) at end of year2020-12-31$6,905,534
Employer contributions (assets) at beginning of year2020-12-31$4,043,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$256,116,406
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$13,044,639
Total unrealized appreciation/depreciation of assets2019-12-31$13,044,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$359,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$296,722
Total income from all sources (including contributions)2019-12-31$694,816,827
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$198,473,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,308,509
Expenses. Certain deemed distributions of participant loans2019-12-31$413,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$217,244,238
Value of total assets at end of year2019-12-31$3,070,265,344
Value of total assets at beginning of year2019-12-31$2,573,860,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,752,077
Total interest from all sources2019-12-31$10,490,458
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,349,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,349,246
Administrative expenses professional fees incurred2019-12-31$248,899
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$150,595,604
Participant contributions at end of year2019-12-31$52,088,900
Participant contributions at beginning of year2019-12-31$47,150,273
Assets. Other investments not covered elsewhere at end of year2019-12-31$40,678,526
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$36,514,294
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,934,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$268,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$235,034
Other income not declared elsewhere2019-12-31$-2,942,717
Administrative expenses (other) incurred2019-12-31$1,503,178
Liabilities. Value of operating payables at end of year2019-12-31$359,180
Liabilities. Value of operating payables at beginning of year2019-12-31$296,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$496,342,873
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,069,906,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,573,563,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,350,583,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,830,595,288
Value of interest in pooled separate accounts at end of year2019-12-31$558,514,738
Value of interest in pooled separate accounts at beginning of year2019-12-31$625,381,975
Interest on participant loans2019-12-31$2,467,205
Interest earned on other investments2019-12-31$7,979,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$823,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$133,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$133,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$63,264,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$29,607,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$381,630,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$56,714,078
Employer contributions (assets) at end of year2019-12-31$4,043,163
Employer contributions (assets) at beginning of year2019-12-31$4,242,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,308,509
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,780,401
Total unrealized appreciation/depreciation of assets2018-12-31$-3,780,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$296,722
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$69,660,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$176,460,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$174,714,021
Expenses. Certain deemed distributions of participant loans2018-12-31$424,053
Value of total corrective distributions2018-12-31$12,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$202,193,745
Value of total assets at end of year2018-12-31$2,573,860,013
Value of total assets at beginning of year2018-12-31$2,680,363,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,310,202
Total interest from all sources2018-12-31$9,992,165
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,435,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$58,435,524
Administrative expenses professional fees incurred2018-12-31$177,840
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$137,017,484
Participant contributions at end of year2018-12-31$47,150,273
Participant contributions at beginning of year2018-12-31$44,095,962
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,379,842
Assets. Other investments not covered elsewhere at end of year2018-12-31$36,514,294
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,763,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$235,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-10,952,187
Administrative expenses (other) incurred2018-12-31$1,132,362
Liabilities. Value of operating payables at end of year2018-12-31$296,722
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,869,582,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-106,800,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,573,563,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,680,363,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,830,595,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,628
Value of interest in pooled separate accounts at end of year2018-12-31$661,498,762
Value of interest in pooled separate accounts at beginning of year2018-12-31$759,231,653
Interest on participant loans2018-12-31$2,081,549
Interest earned on other investments2018-12-31$7,902,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$133,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,004,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-186,228,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$54,412,302
Employer contributions (assets) at end of year2018-12-31$4,242,519
Employer contributions (assets) at beginning of year2018-12-31$4,023,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$174,714,021
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$895,621,067
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$846,615,201
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$133,431,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,328,252
Expenses. Certain deemed distributions of participant loans2017-12-31$-3,375
Value of total corrective distributions2017-12-31$1,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$134,368,919
Value of total assets at end of year2017-12-31$2,286,789,492
Value of total assets at beginning of year2017-12-31$1,573,605,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,105,400
Total interest from all sources2017-12-31$1,306,900
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,063,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,063,697
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$125,359,566
Participant contributions at end of year2017-12-31$33,813,819
Participant contributions at beginning of year2017-12-31$30,613,344
Participant contributions at end of year2017-12-31$3,379,842
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,009,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$24,384
Other income not declared elsewhere2017-12-31$509,786,938
Total non interest bearing cash at end of year2017-12-31$1,708,872,868
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$713,183,889
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,286,789,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,573,605,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$49,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$966,935,034
Value of interest in pooled separate accounts at end of year2017-12-31$540,673,781
Value of interest in pooled separate accounts at beginning of year2017-12-31$576,057,225
Interest on participant loans2017-12-31$1,306,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$167,067,112
Net investment gain/loss from pooled separate accounts2017-12-31$11,021,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$3,379,842
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,303,868
Contract administrator fees2017-12-31$1,105,400
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$212,099,525
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$82,249,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,969,779
Expenses. Certain deemed distributions of participant loans2016-12-31$257,215
Value of total corrective distributions2016-12-31$4,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$131,345,520
Value of total assets at end of year2016-12-31$1,573,605,603
Value of total assets at beginning of year2016-12-31$1,443,755,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,018,035
Total interest from all sources2016-12-31$1,270,326
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,050,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,050,152
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$118,204,503
Participant contributions at end of year2016-12-31$30,613,344
Participant contributions at beginning of year2016-12-31$28,869,522
Participant contributions at beginning of year2016-12-31$215,441
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,141,017
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$38,915
Other income not declared elsewhere2016-12-31$177,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$129,849,824
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,573,605,603
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,443,755,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$966,935,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$844,540,747
Value of interest in pooled separate accounts at end of year2016-12-31$576,057,225
Value of interest in pooled separate accounts at beginning of year2016-12-31$570,130,069
Interest on participant loans2016-12-31$1,270,326
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$52,226,725
Net investment gain/loss from pooled separate accounts2016-12-31$10,029,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,930,864
Contract administrator fees2016-12-31$1,018,035
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$129,275,289
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$73,509,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$73,184,704
Expenses. Certain deemed distributions of participant loans2015-12-31$107,426
Value of total corrective distributions2015-12-31$4,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$122,568,866
Value of total assets at end of year2015-12-31$1,443,755,779
Value of total assets at beginning of year2015-12-31$1,387,990,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$213,170
Total interest from all sources2015-12-31$1,201,626
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,046,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,046,908
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$111,849,118
Participant contributions at end of year2015-12-31$28,869,522
Participant contributions at beginning of year2015-12-31$27,212,821
Participant contributions at end of year2015-12-31$215,441
Participant contributions at beginning of year2015-12-31$2,629,461
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,719,748
Other income not declared elsewhere2015-12-31$-5,248,657
Administrative expenses (other) incurred2015-12-31$2,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$55,765,482
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,443,755,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,387,990,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$844,540,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$793,382,559
Value of interest in pooled separate accounts at end of year2015-12-31$570,130,069
Value of interest in pooled separate accounts at beginning of year2015-12-31$564,765,456
Interest on participant loans2015-12-31$1,201,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,794,445
Net investment gain/loss from pooled separate accounts2015-12-31$12,500,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$73,184,704
Contract administrator fees2015-12-31$211,140
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF O'CONNOR DAVIS, LLP
Accountancy firm EIN2015-12-31271728945
2014 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$180,400,807
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$68,593,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,245,619
Expenses. Certain deemed distributions of participant loans2014-12-31$145,051
Value of total corrective distributions2014-12-31$9,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$109,950,879
Value of total assets at end of year2014-12-31$1,387,990,297
Value of total assets at beginning of year2014-12-31$1,276,183,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,261
Total interest from all sources2014-12-31$1,102,529
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,143,820
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,143,820
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$109,950,879
Participant contributions at end of year2014-12-31$27,212,821
Participant contributions at beginning of year2014-12-31$23,986,150
Participant contributions at end of year2014-12-31$2,629,461
Participant contributions at beginning of year2014-12-31$322,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$146,458
Other income not declared elsewhere2014-12-31$-165,355
Administrative expenses (other) incurred2014-12-31$946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$111,806,816
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,387,990,297
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,276,183,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$793,382,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$684,604,987
Value of interest in pooled separate accounts at end of year2014-12-31$564,765,456
Value of interest in pooled separate accounts at beginning of year2014-12-31$567,270,044
Income. Interest from loans (other than to participants)2014-12-31$1,102,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,542,833
Net investment gain/loss from pooled separate accounts2014-12-31$16,826,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,099,161
Contract administrator fees2014-12-31$193,315
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$236,739,787
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$66,573,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,157,145
Expenses. Certain deemed distributions of participant loans2013-12-31$311,534
Value of total corrective distributions2013-12-31$23,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$101,345,318
Value of total assets at end of year2013-12-31$1,276,183,481
Value of total assets at beginning of year2013-12-31$1,106,016,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,081
Total interest from all sources2013-12-31$996,579
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,063,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$86,981,344
Participant contributions at end of year2013-12-31$23,986,150
Participant contributions at beginning of year2013-12-31$21,599,326
Participant contributions at end of year2013-12-31$322,300
Participant contributions at beginning of year2013-12-31$2,292,701
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,363,974
Other income not declared elsewhere2013-12-31$-7,987,472
Administrative expenses (other) incurred2013-12-31$3,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$170,166,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,276,183,481
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,106,016,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$684,604,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$513,226,147
Value of interest in pooled separate accounts at end of year2013-12-31$567,270,044
Value of interest in pooled separate accounts at beginning of year2013-12-31$568,898,747
Interest on participant loans2013-12-31$996,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$110,406,301
Net investment gain/loss from pooled separate accounts2013-12-31$20,915,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$11,063,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,157,145
Contract administrator fees2013-12-31$77,768
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$175,002,969
Total of all expenses incurred2012-12-31$56,403,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,220,408
Expenses. Certain deemed distributions of participant loans2012-12-31$107,231
Value of total corrective distributions2012-12-31$11,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$82,992,458
Value of total assets at end of year2012-12-31$1,106,016,921
Value of total assets at beginning of year2012-12-31$987,417,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,229
Total interest from all sources2012-12-31$926,279
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,043,646
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$77,830,039
Participant contributions at end of year2012-12-31$21,599,326
Participant contributions at beginning of year2012-12-31$20,757,418
Participant contributions at end of year2012-12-31$2,292,701
Participant contributions at beginning of year2012-12-31$2,186,197
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,162,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,211
Other income not declared elsewhere2012-12-31$9,664,567
Administrative expenses (other) incurred2012-12-31$1,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$118,599,626
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,106,016,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$987,417,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$513,226,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$416,327,134
Value of interest in pooled separate accounts at end of year2012-12-31$568,898,747
Value of interest in pooled separate accounts at beginning of year2012-12-31$548,146,546
Interest on participant loans2012-12-31$926,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$55,770,171
Net investment gain/loss from pooled separate accounts2012-12-31$15,605,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$10,043,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,219,197
Contract administrator fees2012-12-31$62,459
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2012-12-31271728945
2011 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$83,354,690
Total of all expenses incurred2011-12-31$48,553,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,306,911
Expenses. Certain deemed distributions of participant loans2011-12-31$162,113
Value of total corrective distributions2011-12-31$19,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$76,575,386
Value of total assets at end of year2011-12-31$987,417,295
Value of total assets at beginning of year2011-12-31$952,616,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,871
Total interest from all sources2011-12-31$950,396
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,838,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$72,107,762
Participant contributions at end of year2011-12-31$20,757,418
Participant contributions at beginning of year2011-12-31$19,385,938
Participant contributions at end of year2011-12-31$2,186,197
Participant contributions at beginning of year2011-12-31$2,045,123
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,467,624
Other income not declared elsewhere2011-12-31$-1,300,957
Administrative expenses (other) incurred2011-12-31$3,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$34,801,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$987,417,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$952,616,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$416,327,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$426,040,633
Value of interest in pooled separate accounts at end of year2011-12-31$548,146,546
Value of interest in pooled separate accounts at beginning of year2011-12-31$505,144,392
Interest on participant loans2011-12-31$950,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,994,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$8,838,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,306,911
Contract administrator fees2011-12-31$61,457
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$142,798,460
Total of all expenses incurred2010-12-31$37,426,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$37,262,169
Expenses. Certain deemed distributions of participant loans2010-12-31$89,603
Value of total corrective distributions2010-12-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$72,082,203
Value of total assets at end of year2010-12-31$952,616,086
Value of total assets at beginning of year2010-12-31$847,244,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,767
Total interest from all sources2010-12-31$1,044,352
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,326,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$67,453,225
Participant contributions at end of year2010-12-31$19,385,938
Participant contributions at beginning of year2010-12-31$17,308,513
Participant contributions at end of year2010-12-31$2,045,123
Participant contributions at beginning of year2010-12-31$1,846,035
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,628,978
Other income not declared elsewhere2010-12-31$5,776,041
Administrative expenses (other) incurred2010-12-31$158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$105,371,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$952,616,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$847,244,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$426,040,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$349,463,808
Value of interest in pooled separate accounts at end of year2010-12-31$505,144,392
Value of interest in pooled separate accounts at beginning of year2010-12-31$478,625,801
Interest on participant loans2010-12-31$1,044,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,789,121
Net investment gain/loss from pooled separate accounts2010-12-31$14,780,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$7,326,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,262,169
Contract administrator fees2010-12-31$67,609
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'CONNOR DAVIES MUNN & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : MONTEFIORE MEDICAL CENTER VOLUNTARY 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 securities2009-12-31$0

Form 5500 Responses for MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

2022: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 1
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35802
Policy instance 3
Insurance contract or identification number35802
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002973
Policy instance 2
Insurance contract or identification number002973
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004868
Policy instance 1
Insurance contract or identification number004868
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002973
Policy instance 3
Insurance contract or identification number002973
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518330
Policy instance 2
Insurance contract or identification number518330
Number of Individuals Covered31363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004868
Policy instance 1
Insurance contract or identification number004868
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered0

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