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FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameFAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN
Plan identification number 002

FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

FAXTON - ST. LUKE'S HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:FAXTON - ST. LUKE'S HEALTHCARE
Employer identification number (EIN):161576637
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about FAXTON - ST. LUKE'S HEALTHCARE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-12-23
Company Identification Number: 2453498
Legal Registered Office Address: 111 hospital drive
Oneida
UTICA
United States of America (USA)
13502

More information about FAXTON - ST. LUKE'S HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01RONALD CRITELLI
0022017-01-01
0022016-01-01RONALD CRITELLI
0022015-01-01RONALD CRITELLI
0022014-01-01RON CRITELLI
0022013-01-01RON CRITELLI
0022012-01-01RONALD CRITELLI RONALD CRITELLI2013-10-15
0022011-01-01RONALD CRITELLI RONALD CRITELLI2012-10-15
0022010-01-01ANTHONY SCIBELLI ANTHONY SCIBELLI2011-10-17
0022009-01-01ANTHONY SCIBELLI ANTHONY SCIBELLI2010-10-13

Plan Statistics for FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN

Measure Date Value
2022: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,306
Total number of active participants reported on line 7a of the Form 55002022-01-012,585
Number of retired or separated participants receiving benefits2022-01-0149
Number of other retired or separated participants entitled to future benefits2022-01-01695
Total of all active and inactive participants2022-01-013,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,331
Number of participants with account balances2022-01-011,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,302
Total number of active participants reported on line 7a of the Form 55002021-01-012,614
Number of retired or separated participants receiving benefits2021-01-0143
Number of other retired or separated participants entitled to future benefits2021-01-01647
Total of all active and inactive participants2021-01-013,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,306
Number of participants with account balances2021-01-011,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0166
2020: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,604
Total number of active participants reported on line 7a of the Form 55002020-01-012,632
Number of retired or separated participants receiving benefits2020-01-0133
Number of other retired or separated participants entitled to future benefits2020-01-01635
Total of all active and inactive participants2020-01-013,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-013,302
Number of participants with account balances2020-01-011,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,535
Total number of active participants reported on line 7a of the Form 55002019-01-013,024
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01548
Total of all active and inactive participants2019-01-013,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,604
Number of participants with account balances2019-01-011,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,598
Total number of active participants reported on line 7a of the Form 55002018-01-012,974
Number of retired or separated participants receiving benefits2018-01-0124
Number of other retired or separated participants entitled to future benefits2018-01-01536
Total of all active and inactive participants2018-01-013,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,535
Number of participants with account balances2018-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,909
Total number of active participants reported on line 7a of the Form 55002017-01-013,079
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01502
Total of all active and inactive participants2017-01-013,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,598
Number of participants with account balances2017-01-011,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,856
Total number of active participants reported on line 7a of the Form 55002016-01-011,420
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-01470
Total of all active and inactive participants2016-01-011,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,909
Number of participants with account balances2016-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,752
Total number of active participants reported on line 7a of the Form 55002015-01-011,322
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01518
Total of all active and inactive participants2015-01-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,856
Number of participants with account balances2015-01-011,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,815
Total number of active participants reported on line 7a of the Form 55002014-01-011,071
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01666
Total of all active and inactive participants2014-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,752
Number of participants with account balances2014-01-011,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,937
Total number of active participants reported on line 7a of the Form 55002013-01-011,198
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01604
Total of all active and inactive participants2013-01-011,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,815
Number of participants with account balances2013-01-011,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,938
Total number of active participants reported on line 7a of the Form 55002012-01-011,450
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01482
Total of all active and inactive participants2012-01-011,937
Total participants2012-01-011,937
Number of participants with account balances2012-01-011,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,913
Total number of active participants reported on line 7a of the Form 55002011-01-011,441
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01493
Total of all active and inactive participants2011-01-011,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,938
Number of participants with account balances2011-01-011,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,681
Total number of active participants reported on line 7a of the Form 55002010-01-011,435
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01476
Total of all active and inactive participants2010-01-011,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,913
Number of participants with account balances2010-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,936
Total number of active participants reported on line 7a of the Form 55002009-01-011,565
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01115
Total of all active and inactive participants2009-01-011,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,681
Number of participants with account balances2009-01-011,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,359,333
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,476,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,024,181
Expenses. Certain deemed distributions of participant loans2022-12-31$107,779
Value of total corrective distributions2022-12-31$159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,971,395
Value of total assets at end of year2022-12-31$166,657,407
Value of total assets at beginning of year2022-12-31$196,493,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$344,467
Total interest from all sources2022-12-31$2,395,753
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,322,869
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$3,322,869
Administrative expenses professional fees incurred2022-12-31$3,790
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$4,083,380
Participant contributions at end of year2022-12-31$1,266,994
Participant contributions at beginning of year2022-12-31$1,414,004
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$307,526
Other income not declared elsewhere2022-12-31$105,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,835,919
Value of net assets at end of year (total assets less liabilities)2022-12-31$166,657,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$196,493,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$97,174,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$128,072,012
Interest on participant loans2022-12-31$51,064
Interest earned on other investments2022-12-31$2,344,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$68,215,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$67,007,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,155,328
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$2,580,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,024,181
Contract administrator fees2022-12-31$276,446
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 name2022-12-31FUSTCHARLES LLP
Accountancy firm EIN2022-12-31161226221
2021 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,607,419
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,197,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,570,626
Expenses. Certain deemed distributions of participant loans2021-12-31$78,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,203,730
Value of total assets at end of year2021-12-31$196,493,326
Value of total assets at beginning of year2021-12-31$187,083,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$548,276
Total interest from all sources2021-12-31$2,460,155
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,868,894
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$8,868,894
Administrative expenses professional fees incurred2021-12-31$3,055
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$3,952,068
Participant contributions at end of year2021-12-31$1,414,004
Participant contributions at beginning of year2021-12-31$1,573,959
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$412,106
Other income not declared elsewhere2021-12-31$146,612
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$9,410,216
Value of net assets at end of year (total assets less liabilities)2021-12-31$196,493,326
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$187,083,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$82,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$128,072,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$118,738,947
Interest on participant loans2021-12-31$60,317
Interest earned on other investments2021-12-31$2,399,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$67,007,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$66,770,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,928,028
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$2,839,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,570,626
Contract administrator fees2021-12-31$462,245
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 name2021-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$32,414,640
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,977,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,563,883
Expenses. Certain deemed distributions of participant loans2020-12-31$96,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,370,946
Value of total assets at end of year2020-12-31$187,083,110
Value of total assets at beginning of year2020-12-31$169,645,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$316,345
Total interest from all sources2020-12-31$2,499,728
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,347,118
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$5,347,118
Administrative expenses professional fees incurred2020-12-31$8,700
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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-interest2020-12-31No
Contributions received from participants2020-12-31$4,048,028
Participant contributions at end of year2020-12-31$1,573,959
Participant contributions at beginning of year2020-12-31$1,708,061
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$181,432
Other income not declared elsewhere2020-12-31$132,481
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$17,437,429
Value of net assets at end of year (total assets less liabilities)2020-12-31$187,083,110
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$169,645,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$82,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$118,738,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$101,624,441
Interest on participant loans2020-12-31$71,336
Interest earned on other investments2020-12-31$2,428,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$66,770,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$66,313,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,064,367
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$2,141,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,563,883
Contract administrator fees2020-12-31$224,858
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 name2020-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,960,776
Total income from all sources (including contributions)2019-12-31$32,960,776
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,520,734
Total of all expenses incurred2019-12-31$11,520,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,194,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,194,158
Expenses. Certain deemed distributions of participant loans2019-12-31$6,780
Expenses. Certain deemed distributions of participant loans2019-12-31$6,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,348,152
Value of total assets at end of year2019-12-31$169,645,681
Value of total assets at beginning of year2019-12-31$148,205,639
Value of total assets at beginning of year2019-12-31$148,205,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$319,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$319,796
Total interest from all sources2019-12-31$2,566,288
Total interest from all sources2019-12-31$2,566,288
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,429,593
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,429,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$4,429,593
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,429,593
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,732,186
Participant contributions at end of year2019-12-31$1,708,061
Participant contributions at beginning of year2019-12-31$1,625,796
Participant contributions at beginning of year2019-12-31$1,625,796
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,649,415
Other income not declared elsewhere2019-12-31$135,214
Other income not declared elsewhere2019-12-31$135,214
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
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$21,440,042
Value of net income/loss2019-12-31$21,440,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$169,645,681
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$148,205,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$101,624,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,148,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,148,004
Interest on participant loans2019-12-31$67,581
Interest earned on other investments2019-12-31$2,498,707
Interest earned on other investments2019-12-31$2,498,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$66,313,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$65,431,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$65,431,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,481,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,481,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,966,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,194,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,194,158
Contract administrator fees2019-12-31$319,796
Contract administrator fees2019-12-31$319,796
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,793,498
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,538,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,149,901
Expenses. Certain deemed distributions of participant loans2018-12-31$32,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,538,802
Value of total assets at end of year2018-12-31$148,205,639
Value of total assets at beginning of year2018-12-31$150,950,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356,180
Total interest from all sources2018-12-31$2,445,571
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,852,201
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$4,852,201
Administrative expenses professional fees incurred2018-12-31$4,770
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$4,117,996
Participant contributions at end of year2018-12-31$1,625,796
Participant contributions at beginning of year2018-12-31$1,753,557
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,001,884
Other income not declared elsewhere2018-12-31$130,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,745,025
Value of net assets at end of year (total assets less liabilities)2018-12-31$148,205,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$150,950,664
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$81,148,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$87,535,606
Interest on participant loans2018-12-31$58,576
Interest earned on other investments2018-12-31$2,386,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$65,431,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$61,661,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,173,573
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$3,418,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,149,901
Contract administrator fees2018-12-31$351,410
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 name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$27,551,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,894,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,625,821
Expenses. Certain deemed distributions of participant loans2017-12-31$14,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,106,561
Value of total assets at end of year2017-12-31$150,950,663
Value of total assets at beginning of year2017-12-31$129,294,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$254,505
Total interest from all sources2017-12-31$2,340,984
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,075,709
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$4,075,709
Administrative expenses professional fees incurred2017-12-31$11,709
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,877,027
Participant contributions at end of year2017-12-31$1,753,556
Participant contributions at beginning of year2017-12-31$1,747,059
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,941,334
Other income not declared elsewhere2017-12-31$32,967
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$21,656,548
Value of net assets at end of year (total assets less liabilities)2017-12-31$150,950,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$129,294,115
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$87,535,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,507,195
Interest on participant loans2017-12-31$55,455
Interest earned on other investments2017-12-31$2,285,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$61,661,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,039,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,994,877
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,288,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,625,821
Contract administrator fees2017-12-31$242,796
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 name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$14,290,620
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,414,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,190,533
Expenses. Certain deemed distributions of participant loans2016-12-31$35,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,637,382
Value of total assets at end of year2016-12-31$129,294,115
Value of total assets at beginning of year2016-12-31$120,417,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$188,743
Total interest from all sources2016-12-31$2,215,963
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,266,917
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$2,266,917
Administrative expenses professional fees incurred2016-12-31$6,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$3,782,182
Participant contributions at end of year2016-12-31$1,747,059
Participant contributions at beginning of year2016-12-31$1,896,998
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$532,706
Other income not declared elsewhere2016-12-31$93,817
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$8,876,250
Value of net assets at end of year (total assets less liabilities)2016-12-31$129,294,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,417,865
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$69,507,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$64,828,817
Interest on participant loans2016-12-31$53,956
Interest earned on other investments2016-12-31$2,162,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,039,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$53,689,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,076,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,322,494
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,190,533
Contract administrator fees2016-12-31$182,743
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 name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$10,940,182
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,697,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,615,726
Expenses. Certain deemed distributions of participant loans2015-12-31$53,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,489,613
Value of total assets at end of year2015-12-31$120,417,865
Value of total assets at beginning of year2015-12-31$115,175,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,979
Total interest from all sources2015-12-31$2,064,860
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,671,882
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$2,671,882
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$3,618,258
Participant contributions at end of year2015-12-31$1,896,998
Participant contributions at beginning of year2015-12-31$1,941,189
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$558,613
Other income not declared elsewhere2015-12-31$116,649
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$5,242,833
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,417,865
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,175,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$64,828,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,950,698
Interest on participant loans2015-12-31$55,751
Interest earned on other investments2015-12-31$2,009,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$53,689,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,283,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,402,822
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,312,742
Employer contributions (assets) at end of year2015-12-31$2,569
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,615,726
Contract administrator fees2015-12-31$27,979
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 name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$13,637,023
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,308,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,261,941
Expenses. Certain deemed distributions of participant loans2014-12-31$14,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,233,090
Value of total assets at end of year2014-12-31$115,175,032
Value of total assets at beginning of year2014-12-31$105,846,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,111
Total interest from all sources2014-12-31$1,930,726
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,747,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,747,872
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,552,436
Participant contributions at end of year2014-12-31$1,941,189
Participant contributions at beginning of year2014-12-31$1,609,774
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$128,097
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$497,427
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$137,820
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,328,731
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,175,032
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$105,846,301
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$63,950,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$57,686,383
Interest on participant loans2014-12-31$77,677
Interest earned on other investments2014-12-31$1,853,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,283,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,298,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,587,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,183,227
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$123,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,261,941
Contract administrator fees2014-12-31$32,111
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 name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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$22,845
Total income from all sources (including contributions)2013-12-31$21,158,880
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,581,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,530,034
Expenses. Certain deemed distributions of participant loans2013-12-31$11,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,535,824
Value of total assets at end of year2013-12-31$105,846,301
Value of total assets at beginning of year2013-12-31$89,292,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,934
Total interest from all sources2013-12-31$1,730,127
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,390,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,390,524
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$3,642,190
Participant contributions at end of year2013-12-31$1,609,774
Participant contributions at beginning of year2013-12-31$1,374,101
Participant contributions at end of year2013-12-31$128,097
Participant contributions at beginning of year2013-12-31$110,430
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$716,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Other income not declared elsewhere2013-12-31$59,852
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$22,845
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$18,724
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$16,577,108
Value of net assets at end of year (total assets less liabilities)2013-12-31$105,846,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$89,269,193
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$57,686,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,765,110
Interest on participant loans2013-12-31$63,544
Interest earned on other investments2013-12-31$1,666,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,298,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$41,913,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,442,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,177,577
Employer contributions (assets) at end of year2013-12-31$123,972
Employer contributions (assets) at beginning of year2013-12-31$110,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,530,034
Contract administrator fees2013-12-31$39,934
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 name2013-12-31FUST CHARLES CHAMBERS
Accountancy firm EIN2013-12-31161226221
2012 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,918
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,758,667
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,849,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,825,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,409,305
Value of total assets at end of year2012-12-31$89,292,038
Value of total assets at beginning of year2012-12-31$79,395,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,594
Total interest from all sources2012-12-31$1,629,566
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$437,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$437,976
Administrative expenses professional fees incurred2012-12-31$22,372
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$3,187,543
Participant contributions at end of year2012-12-31$1,374,101
Participant contributions at beginning of year2012-12-31$1,454,703
Participant contributions at end of year2012-12-31$110,430
Participant contributions at beginning of year2012-12-31$98,654
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$436,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$34,445
Other income not declared elsewhere2012-12-31$47,264
Liabilities. Value of operating payables at end of year2012-12-31$22,845
Liabilities. Value of operating payables at beginning of year2012-12-31$473
Total non interest bearing cash at end of year2012-12-31$18,724
Total non interest bearing cash at beginning of year2012-12-31$3,489
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$9,908,766
Value of net assets at end of year (total assets less liabilities)2012-12-31$89,269,193
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,360,427
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$45,765,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,904,056
Interest on participant loans2012-12-31$62,487
Interest earned on other investments2012-12-31$1,567,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$41,913,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,769,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,234,556
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
Contributions received in cash from employer2012-12-31$2,785,550
Employer contributions (assets) at end of year2012-12-31$110,290
Employer contributions (assets) at beginning of year2012-12-31$104,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,825,307
Contract administrator fees2012-12-31$2,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31FUST CHARLES CHAMBERS
Accountancy firm EIN2012-12-31161226221
2011 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,470
Total income from all sources (including contributions)2011-12-31$6,935,330
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,970,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,947,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,174,774
Value of total assets at end of year2011-12-31$79,395,345
Value of total assets at beginning of year2011-12-31$75,422,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,673
Total interest from all sources2011-12-31$1,489,037
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$414,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$414,131
Administrative expenses professional fees incurred2011-12-31$20,914
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$2,819,086
Participant contributions at end of year2011-12-31$1,454,703
Participant contributions at beginning of year2011-12-31$1,482,348
Participant contributions at end of year2011-12-31$98,654
Participant contributions at beginning of year2011-12-31$98,685
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$320,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$34,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,122
Liabilities. Value of operating payables at end of year2011-12-31$473
Liabilities. Value of operating payables at beginning of year2011-12-31$348
Total non interest bearing cash at end of year2011-12-31$3,489
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$3,964,759
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,360,427
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$75,395,668
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$39,904,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,889,126
Interest on participant loans2011-12-31$61,040
Interest earned on other investments2011-12-31$1,427,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,769,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,813,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,142,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,035,592
Employer contributions (assets) at end of year2011-12-31$104,483
Employer contributions (assets) at beginning of year2011-12-31$101,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,947,898
Contract administrator fees2011-12-31$1,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31FUST CHARLES CHAMBERS
Accountancy firm EIN2011-12-31161226221
2010 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,685
Total income from all sources (including contributions)2010-12-31$12,363,954
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,402,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,378,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,917,278
Value of total assets at end of year2010-12-31$75,422,138
Value of total assets at beginning of year2010-12-31$65,450,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,652
Total interest from all sources2010-12-31$1,385,397
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$348,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$348,159
Administrative expenses professional fees incurred2010-12-31$22,383
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$3,037,612
Participant contributions at end of year2010-12-31$1,482,348
Participant contributions at beginning of year2010-12-31$1,310,110
Participant contributions at end of year2010-12-31$98,685
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$188,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$15,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$15,227
Liabilities. Value of operating payables at end of year2010-12-31$348
Liabilities. Value of operating payables at beginning of year2010-12-31$458
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$9,960,965
Value of net assets at end of year (total assets less liabilities)2010-12-31$75,395,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,434,703
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$39,889,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,404,932
Interest on participant loans2010-12-31$61,752
Interest earned on other investments2010-12-31$1,323,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,813,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,707,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,713,120
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
Contributions received in cash from employer2010-12-31$2,690,875
Employer contributions (assets) at end of year2010-12-31$101,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,378,337
Contract administrator fees2010-12-31$2,269
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 name2010-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2010-12-31161226221
2009 : FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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 FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN

2022: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained 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: FAXTON - ST. LUKE'S HEALTHCARE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered745
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $163,779
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?Yes
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
Commission paid to Insurance BrokerUSD $163,779
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered568
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered777
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $145,482
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?Yes
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
Commission paid to Insurance BrokerUSD $145,482
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered613
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered810
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $165,240
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?Yes
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
Commission paid to Insurance BrokerUSD $165,240
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1296
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1409
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered843
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $164,787
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?Yes
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
Commission paid to Insurance BrokerUSD $164,787
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1485
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?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered889
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $161,131
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?Yes
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
Commission paid to Insurance BrokerUSD $161,131
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered928
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $149,785
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?Yes
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
Commission paid to Insurance BrokerUSD $149,785
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1571
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?Yes
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered985
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $144,449
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $144,449
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered963
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,426
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $16,426
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered1021
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $141,473
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $141,473
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered978
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,445
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $16,445
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered1057
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $134,256
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $134,256
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1027
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,966
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $14,966
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 2
Insurance contract or identification number892446+006
Number of Individuals Covered1095
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $116,836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $116,836
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIE
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 1
Insurance contract or identification number892195 - 007
Number of Individuals Covered1038
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,710
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $14,710
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 1
Insurance contract or identification number892446+006
Number of Individuals Covered1140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $106,024
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 2
Insurance contract or identification number892195 - 007
Number of Individuals Covered906
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,761
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892446+006
Policy instance 1
Insurance contract or identification number892446+006
Number of Individuals Covered1191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,858
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892195 - 007
Policy instance 2
Insurance contract or identification number892195 - 007
Number of Individuals Covered909
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,823
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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