401k Plan data: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN plan

HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan Name	HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN
Plan identification number	001

HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

HEALTHCARE REALTY TRUST INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: HEALTHCARE REALTY TRUST INCORPORATED

Employer identification number (EIN): 204738467

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about HEALTHCARE REALTY TRUST INCORPORATED

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-11-26

Company Identification Number: 0801690341

Legal Registered Office Address: 211 E 7TH ST STE 620
350 NORTH ST. PAUL ST., STE. 2900
AUSTIN
United States of America (USA)
78701

More information about HEALTHCARE REALTY TRUST INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PHIL TISUE
001 2016-01-01 PHIL TISUE
001 2016-01-01
001 2015-01-01 PHIL TISUE
001 2015-01-01 PHIL TISUE
001 2014-01-01 PHIL TISUE
001 2013-01-01 PHIL TISUE
001 2012-02-01 PHIL TISUE 2014-09-30

Plan Statistics for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Measure Date Value
2022: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 116
Total of all active and inactive participants 2022-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 303
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 67
Total of all active and inactive participants 2021-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 374
Number of participants with account balances 2021-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 319
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 73
Total of all active and inactive participants 2020-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 393
Number of participants with account balances 2020-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 236
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 72
Total of all active and inactive participants 2019-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 311
Number of participants with account balances 2019-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 260
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 61
Total of all active and inactive participants 2018-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 321
Number of participants with account balances 2018-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 256
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 321
Number of participants with account balances 2017-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 213
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 50
Total of all active and inactive participants 2016-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 263
Number of participants with account balances 2016-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 170
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 216
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 166
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 196
Number of participants with account balances 2014-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 152
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	116
Total of all active and inactive participants	2022-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	303
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	67
Total of all active and inactive participants	2021-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	374
Number of participants with account balances	2021-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	319
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	73
Total of all active and inactive participants	2020-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	393
Number of participants with account balances	2020-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	236
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	72
Total of all active and inactive participants	2019-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	311
Number of participants with account balances	2019-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	260
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	61
Total of all active and inactive participants	2018-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	321
Number of participants with account balances	2018-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	256
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	321
Number of participants with account balances	2017-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	213
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	50
Total of all active and inactive participants	2016-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	263
Number of participants with account balances	2016-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	170
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	216
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	166
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	196
Number of participants with account balances	2014-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	152
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Measure	Date	Value
2022 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-918,902
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,774,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,716,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,415,669
Value of total assets at end of year	2022-12-31	$2,376,577
Value of total assets at beginning of year	2022-12-31	$12,069,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$57,728
Total interest from all sources	2022-12-31	$17,276
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$858,352
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$244,065
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$603
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$50,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,693,411
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,376,577
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,069,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,283,166
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$11,184,670
Interest on participant loans	2022-12-31	$9,835
Interest earned on other investments	2022-12-31	$7,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$93,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$560,362
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,351,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$506,913
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$80,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,716,781
Contract administrator fees	2022-12-31	$57,728
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COULTER & JUSTUS
Accountancy firm EIN	2022-12-31	621532536
2021 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,357
Total income from all sources (including contributions)	2021-12-31	$3,597,039
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,223,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,175,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,231,212
Value of total assets at end of year	2021-12-31	$12,069,988
Value of total assets at beginning of year	2021-12-31	$9,701,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,444
Total interest from all sources	2021-12-31	$14,333
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,281,147
Participant contributions at end of year	2021-12-31	$244,065
Participant contributions at beginning of year	2021-12-31	$155,349
Participant contributions at end of year	2021-12-31	$603
Participant contributions at beginning of year	2021-12-31	$41,538
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$258,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$5,357
Other income not declared elsewhere	2021-12-31	$2,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,373,785
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,069,988
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,696,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$11,184,670
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,119,246
Interest on participant loans	2021-12-31	$7,817
Interest earned on other investments	2021-12-31	$6,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$560,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$364,588
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,349,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$691,962
Employer contributions (assets) at end of year	2021-12-31	$80,288
Employer contributions (assets) at beginning of year	2021-12-31	$20,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,175,810
Contract administrator fees	2021-12-31	$47,444
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COULTER & JUSTUS
Accountancy firm EIN	2021-12-31	621532536
2020 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,357
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	$3,499,858
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$622,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$614,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,070,214
Value of total assets at end of year	2020-12-31	$9,701,560
Value of total assets at beginning of year	2020-12-31	$6,818,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,537
Total interest from all sources	2020-12-31	$10,468
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,165,372
Participant contributions at end of year	2020-12-31	$155,349
Participant contributions at beginning of year	2020-12-31	$99,162
Participant contributions at end of year	2020-12-31	$41,538
Participant contributions at beginning of year	2020-12-31	$34,789
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$360,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$5,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,877,470
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,696,203
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,818,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,119,246
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,352,826
Interest on participant loans	2020-12-31	$5,275
Interest earned on other investments	2020-12-31	$5,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$364,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$315,530
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,419,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$544,509
Employer contributions (assets) at end of year	2020-12-31	$20,839
Employer contributions (assets) at beginning of year	2020-12-31	$16,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$614,851
Contract administrator fees	2020-12-31	$7,537
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COULTER & JUSTUS
Accountancy firm EIN	2020-12-31	621532536
2019 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$2,870,422
Total income from all sources (including contributions)	2019-12-31	$2,870,422
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$719,985
Total of all expenses incurred	2019-12-31	$719,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$711,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$711,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,785,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,785,697
Value of total assets at end of year	2019-12-31	$6,818,733
Value of total assets at end of year	2019-12-31	$6,818,733
Value of total assets at beginning of year	2019-12-31	$4,668,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,137
Total interest from all sources	2019-12-31	$9,426
Total interest from all sources	2019-12-31	$9,426
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$996,112
Contributions received from participants	2019-12-31	$996,112
Participant contributions at end of year	2019-12-31	$99,162
Participant contributions at end of year	2019-12-31	$99,162
Participant contributions at beginning of year	2019-12-31	$98,687
Participant contributions at end of year	2019-12-31	$34,789
Participant contributions at end of year	2019-12-31	$34,789
Participant contributions at beginning of year	2019-12-31	$32,497
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$324,564
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$324,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,150,437
Value of net income/loss	2019-12-31	$2,150,437
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,818,733
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,818,733
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,668,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,352,826
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,352,826
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,251,353
Interest on participant loans	2019-12-31	$4,826
Interest on participant loans	2019-12-31	$4,826
Interest earned on other investments	2019-12-31	$4,600
Interest earned on other investments	2019-12-31	$4,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$315,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$315,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$270,520
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,075,299
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,075,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$465,021
Contributions received in cash from employer	2019-12-31	$465,021
Employer contributions (assets) at end of year	2019-12-31	$16,426
Employer contributions (assets) at end of year	2019-12-31	$16,426
Employer contributions (assets) at beginning of year	2019-12-31	$15,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$711,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$711,848
Contract administrator fees	2019-12-31	$8,137
Contract administrator fees	2019-12-31	$8,137
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COULTER & JUSTUS
Accountancy firm name	2019-12-31	COULTER & JUSTUS
Accountancy firm EIN	2019-12-31	621532536
Accountancy firm EIN	2019-12-31	621532536
2018 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,138,055
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$549,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$533,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,478,056
Value of total assets at end of year	2018-12-31	$4,668,296
Value of total assets at beginning of year	2018-12-31	$4,080,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,137
Total interest from all sources	2018-12-31	$7,568
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$914,103
Participant contributions at end of year	2018-12-31	$98,687
Participant contributions at beginning of year	2018-12-31	$73,153
Participant contributions at end of year	2018-12-31	$32,497
Participant contributions at beginning of year	2018-12-31	$31,405
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$124,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$588,169
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,668,296
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,080,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,251,353
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,745,164
Interest on participant loans	2018-12-31	$4,541
Interest earned on other investments	2018-12-31	$3,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$270,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$214,336
Net investment gain/loss from pooled separate accounts	2018-12-31	$-347,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$439,544
Employer contributions (assets) at end of year	2018-12-31	$15,239
Employer contributions (assets) at beginning of year	2018-12-31	$16,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$533,749
Contract administrator fees	2018-12-31	$16,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COULTER & JUSTUS
Accountancy firm EIN	2018-12-31	621532536
2017 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,898,114
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$897,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$886,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,340,640
Value of total assets at end of year	2017-12-31	$4,080,127
Value of total assets at beginning of year	2017-12-31	$3,079,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,360
Total interest from all sources	2017-12-31	$6,482
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$807,117
Participant contributions at end of year	2017-12-31	$73,153
Participant contributions at beginning of year	2017-12-31	$41,195
Participant contributions at end of year	2017-12-31	$31,405
Participant contributions at beginning of year	2017-12-31	$72,082
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$139,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,000,871
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,080,127
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,079,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,745,164
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,612,442
Interest on participant loans	2017-12-31	$2,236
Interest earned on other investments	2017-12-31	$4,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$214,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$319,527
Net investment gain/loss from pooled separate accounts	2017-12-31	$550,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$394,316
Employer contributions (assets) at end of year	2017-12-31	$16,069
Employer contributions (assets) at beginning of year	2017-12-31	$34,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$886,883
Contract administrator fees	2017-12-31	$10,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COULTER & JUSTUS
Accountancy firm EIN	2017-12-31	621532536
2016 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,236,881
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$350,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$326,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,063,325
Value of total assets at end of year	2016-12-31	$3,079,256
Value of total assets at beginning of year	2016-12-31	$2,192,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,405
Total interest from all sources	2016-12-31	$5,172
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$655,502
Participant contributions at end of year	2016-12-31	$41,195
Participant contributions at beginning of year	2016-12-31	$21,963
Participant contributions at end of year	2016-12-31	$72,082
Participant contributions at beginning of year	2016-12-31	$16,802
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$74,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$886,712
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,079,256
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,192,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,612,442
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,905,908
Interest on participant loans	2016-12-31	$1,249
Interest earned on other investments	2016-12-31	$3,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$319,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$238,925
Net investment gain/loss from pooled separate accounts	2016-12-31	$168,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$333,228
Employer contributions (assets) at end of year	2016-12-31	$34,010
Employer contributions (assets) at beginning of year	2016-12-31	$8,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$326,764
Contract administrator fees	2016-12-31	$23,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COULTER & JUSTUS
Accountancy firm EIN	2016-12-31	621532536
2015 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$823,856
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$262,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$241,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$841,584
Value of total assets at end of year	2015-12-31	$2,192,544
Value of total assets at beginning of year	2015-12-31	$1,631,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,530
Total interest from all sources	2015-12-31	$3,534
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$561,875
Participant contributions at end of year	2015-12-31	$21,963
Participant contributions at beginning of year	2015-12-31	$17,309
Participant contributions at end of year	2015-12-31	$16,802
Participant contributions at beginning of year	2015-12-31	$13,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$561,048
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,192,544
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,631,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,905,908
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,443,352
Interest on participant loans	2015-12-31	$622
Interest earned on other investments	2015-12-31	$2,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$238,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$147,236
Net investment gain/loss from pooled separate accounts	2015-12-31	$-21,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$279,709
Employer contributions (assets) at end of year	2015-12-31	$8,946
Employer contributions (assets) at beginning of year	2015-12-31	$10,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$241,278
Contract administrator fees	2015-12-31	$21,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COULTER & JUSTUS
Accountancy firm EIN	2015-12-31	621532536
2014 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$830,733
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$199,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$186,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$759,965
Value of total assets at end of year	2014-12-31	$1,631,496
Value of total assets at beginning of year	2014-12-31	$1,000,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,367
Total interest from all sources	2014-12-31	$1,884
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$512,853
Participant contributions at end of year	2014-12-31	$17,309
Participant contributions at beginning of year	2014-12-31	$7,792
Participant contributions at end of year	2014-12-31	$13,194
Participant contributions at beginning of year	2014-12-31	$18,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$631,330
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,631,496
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,000,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,443,352
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$872,192
Interest on participant loans	2014-12-31	$43
Interest earned on other investments	2014-12-31	$1,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$147,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$90,703
Net investment gain/loss from pooled separate accounts	2014-12-31	$68,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$247,112
Employer contributions (assets) at end of year	2014-12-31	$10,405
Employer contributions (assets) at beginning of year	2014-12-31	$11,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$186,036
Contract administrator fees	2014-12-31	$13,367
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COULTER & JUSTUS
Accountancy firm EIN	2014-12-31	621532536
2013 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$806,822
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$269,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$261,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$690,608
Value of total assets at end of year	2013-12-31	$1,000,166
Value of total assets at beginning of year	2013-12-31	$463,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,152
Total interest from all sources	2013-12-31	$1,321
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$484,326
Participant contributions at end of year	2013-12-31	$7,792
Participant contributions at beginning of year	2013-12-31	$4,773
Participant contributions at end of year	2013-12-31	$18,389
Participant contributions at beginning of year	2013-12-31	$18,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$536,930
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,000,166
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$463,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$872,192
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$384,597
Interest on participant loans	2013-12-31	$278
Interest earned on other investments	2013-12-31	$1,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$90,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$45,810
Net investment gain/loss from pooled separate accounts	2013-12-31	$114,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$206,282
Employer contributions (assets) at end of year	2013-12-31	$11,090
Employer contributions (assets) at beginning of year	2013-12-31	$9,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$261,740
Contract administrator fees	2013-12-31	$8,152
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COULTER & JUSTUS PC
Accountancy firm EIN	2013-12-31	621532536

Form 5500 Responses for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

2022: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

932413-00054

Policy instance

Insurance contract or identification number	932413-00054
Number of Individuals Covered	128
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

932413-00054

Policy instance

Insurance contract or identification number	932413-00054
Number of Individuals Covered	374
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

932413-00054

Policy instance

Insurance contract or identification number	932413-00054
Number of Individuals Covered	393
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

932413-00054

Policy instance

Insurance contract or identification number	932413-00054
Number of Individuals Covered	311
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

932413-00054

Policy instance

Insurance contract or identification number	932413-00054
Number of Individuals Covered	321
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

932413-054

Policy instance

Insurance contract or identification number	932413-054
Number of Individuals Covered	321
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $781
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	781
Additional information about fees paid to insurance broker	ADMIN
Insurance broker organization code?	5
Insurance broker name	TAG RESOURCES, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931061-617

Policy instance

Insurance contract or identification number	931061-617
Number of Individuals Covered	216
Insurance policy start date	2015-01-02
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,564
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,564
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	COMPUPAY INSURANCE SERVICES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931061-617

Policy instance

Insurance contract or identification number	931061-617
Number of Individuals Covered	196
Insurance policy start date	2014-01-02
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,364
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,364
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	COMPUPAY INSURANCE SERVICES, INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931061-617

Policy instance

Insurance contract or identification number	931061-617
Number of Individuals Covered	173
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,835
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,835
Insurance broker organization code?	3
Insurance broker name	COMPUPAY INSURANCE SERVICES, INC

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Company Name:	HEALTHCARE REALTY TRUST INCORPORATED
Employer identification number (EIN):	204738467
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-11-26
Company Identification Number:	0801690341
Legal Registered Office Address:	211 E 7TH ST STE 620 350 NORTH ST. PAUL ST., STE. 2900 AUSTIN United States of America (USA) 78701