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MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 401k Plan overview

Plan NameMARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN
Plan identification number 001

MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN Benefits

401k Plan TypeDefined 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

THE VILLAGE AT MARYMOUNT has sponsored the creation of one or more 401k plans.

Company Name:THE VILLAGE AT MARYMOUNT
Employer identification number (EIN):205652595
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFRY A. MYERS JEFFRY A. MYERS2018-10-09
0012016-01-01JEFFRY A. MYERS JEFFRY A. MYERS2017-09-18
0012015-01-01JEFFRY MYERS JEFFRY MYERS2016-10-10
0012014-01-01JEFFRY A. MYERS JEFFRY A. MYERS2015-10-14
0012014-01-01JEFFRY A. MYERS JEFFRY A. MYERS2015-10-15
0012013-01-01JEFFRY A. MYERS

Plan Statistics for MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN

401k plan membership statisitcs for MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN

Measure Date Value
2023: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01257
Total number of active participants reported on line 7a of the Form 55002023-01-01252
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01271
Number of participants with account balances2023-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01287
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01257
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01300
Total number of active participants reported on line 7a of the Form 55002021-01-01246
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01279
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01236
Total number of active participants reported on line 7a of the Form 55002020-01-01261
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01225
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01229
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01233
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01264
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01347
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01257
Number of participants with account balances2015-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01483
Total number of active participants reported on line 7a of the Form 55002014-01-01284
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01337
Number of participants with account balances2014-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01361
Total number of active participants reported on line 7a of the Form 55002013-01-01279
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01194
Total of all active and inactive participants2013-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01473
Number of participants with account balances2013-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014

Financial Data on MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN

Measure Date Value
2023 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$972,472
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$583,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$576,221
Value of total corrective distributions2023-12-31$2,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$322,702
Value of total assets at end of year2023-12-31$4,500,291
Value of total assets at beginning of year2023-12-31$4,111,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,003
Total interest from all sources2023-12-31$2,232
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$146,739
Participant contributions at end of year2023-12-31$32,628
Participant contributions at beginning of year2023-12-31$37,313
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$134,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$389,011
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,500,291
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,111,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$4,411,490
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,999,659
Interest on participant loans2023-12-31$1,190
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$1,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$56,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$74,308
Net investment gain/loss from pooled separate accounts2023-12-31$647,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$41,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$576,221
Contract administrator fees2023-12-31$5,003
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HW&CO
Accountancy firm EIN2023-12-31341663157
2022 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-550,954
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$497,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$487,556
Value of total corrective distributions2022-12-31$3,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$346,380
Value of total assets at end of year2022-12-31$4,111,280
Value of total assets at beginning of year2022-12-31$5,159,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,039
Total interest from all sources2022-12-31$3,041
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$259,015
Participant contributions at end of year2022-12-31$37,313
Participant contributions at beginning of year2022-12-31$34,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,047,981
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,111,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,159,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,999,659
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,064,669
Interest on participant loans2022-12-31$2,413
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$74,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$60,503
Net investment gain/loss from pooled separate accounts2022-12-31$-900,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$87,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$487,556
Contract administrator fees2022-12-31$6,039
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HW&CO
Accountancy firm EIN2022-12-31341663157
2021 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$863,974
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$763,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$751,977
Expenses. Certain deemed distributions of participant loans2021-12-31$1,776
Value of total corrective distributions2021-12-31$3,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$303,721
Value of total assets at end of year2021-12-31$5,159,261
Value of total assets at beginning of year2021-12-31$5,059,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,161
Total interest from all sources2021-12-31$2,903
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$224,378
Participant contributions at end of year2021-12-31$34,089
Participant contributions at beginning of year2021-12-31$68,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$100,218
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,159,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,059,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,064,669
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,927,620
Interest on participant loans2021-12-31$2,632
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$60,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,650
Net investment gain/loss from pooled separate accounts2021-12-31$557,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$79,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$751,977
Contract administrator fees2021-12-31$6,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HW&CO
Accountancy firm EIN2021-12-31341663157
2020 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$919,129
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$260,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$251,154
Value of total corrective distributions2020-12-31$3,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$332,575
Value of total assets at end of year2020-12-31$5,059,043
Value of total assets at beginning of year2020-12-31$4,400,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,984
Total interest from all sources2020-12-31$5,136
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$241,806
Participant contributions at end of year2020-12-31$68,773
Participant contributions at beginning of year2020-12-31$58,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$658,570
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,059,043
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,400,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,927,620
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,301,501
Interest on participant loans2020-12-31$4,884
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$40,176
Net investment gain/loss from pooled separate accounts2020-12-31$581,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$90,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$251,154
Contract administrator fees2020-12-31$5,984
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HW&CO
Accountancy firm EIN2020-12-31341663157
2019 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,043,197
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$228,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$324,259
Value of total assets at end of year2019-12-31$4,400,473
Value of total assets at beginning of year2019-12-31$3,586,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,834
Total interest from all sources2019-12-31$6,078
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$237,509
Participant contributions at end of year2019-12-31$58,796
Participant contributions at beginning of year2019-12-31$97,078
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$814,248
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,400,473
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,586,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,301,501
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,434,343
Interest on participant loans2019-12-31$5,660
Interest earned on other investments2019-12-31$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,804
Net investment gain/loss from pooled separate accounts2019-12-31$712,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$85,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,115
Contract administrator fees2019-12-31$4,834
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HW&CO
Accountancy firm EIN2019-12-31341663157
2018 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$65,344
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$154,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$144,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$338,762
Value of total assets at end of year2018-12-31$3,586,225
Value of total assets at beginning of year2018-12-31$3,675,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,099
Total interest from all sources2018-12-31$4,453
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$250,446
Participant contributions at end of year2018-12-31$97,078
Participant contributions at beginning of year2018-12-31$70,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-89,354
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,586,225
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,675,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,434,343
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,489,542
Interest on participant loans2018-12-31$3,939
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$54,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$115,179
Net investment gain/loss from pooled separate accounts2018-12-31$-277,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$88,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$144,599
Contract administrator fees2018-12-31$10,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HW&CO
Accountancy firm EIN2018-12-31341663157
2017 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$880,570
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$407,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$401,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$400,340
Value of total assets at end of year2017-12-31$3,675,579
Value of total assets at beginning of year2017-12-31$3,202,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,001
Total interest from all sources2017-12-31$3,633
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$237,071
Participant contributions at end of year2017-12-31$70,858
Participant contributions at beginning of year2017-12-31$49,836
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$473,469
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,675,579
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,202,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,489,542
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,047,799
Interest on participant loans2017-12-31$3,303
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$115,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$104,475
Net investment gain/loss from pooled separate accounts2017-12-31$476,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$151,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$401,100
Contract administrator fees2017-12-31$6,001
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HW&CO
Accountancy firm EIN2017-12-31341663157
2016 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$555,982
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$374,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$354,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$383,691
Value of total assets at end of year2016-12-31$3,202,110
Value of total assets at beginning of year2016-12-31$3,021,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,943
Total interest from all sources2016-12-31$3,569
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$14,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$227,773
Participant contributions at end of year2016-12-31$49,836
Participant contributions at beginning of year2016-12-31$68,750
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$181,080
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,202,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,021,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,047,799
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,849,316
Interest on participant loans2016-12-31$3,292
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$104,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$88,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$168,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$155,918
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$354,959
Contract administrator fees2016-12-31$5,343
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HW&CO
Accountancy firm EIN2016-12-31341663157
2015 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$313,935
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$142,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$380,353
Value of total assets at end of year2015-12-31$3,021,030
Value of total assets at beginning of year2015-12-31$2,849,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,546
Total interest from all sources2015-12-31$3,075
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$231,120
Participant contributions at end of year2015-12-31$68,750
Participant contributions at beginning of year2015-12-31$58,556
Participant contributions at end of year2015-12-31$8,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$171,884
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,021,030
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,849,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,849,316
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,750,257
Interest on participant loans2015-12-31$2,905
Interest earned on other investments2015-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$88,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$40,333
Net investment gain/loss from pooled separate accounts2015-12-31$-69,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$149,233
Employer contributions (assets) at end of year2015-12-31$5,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,505
Contract administrator fees2015-12-31$5,546
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HW&CO
Accountancy firm EIN2015-12-31341663157
2014 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$522,252
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$226,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$217,871
Expenses. Certain deemed distributions of participant loans2014-12-31$1,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$378,571
Value of total assets at end of year2014-12-31$2,849,146
Value of total assets at beginning of year2014-12-31$2,553,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,757
Total interest from all sources2014-12-31$2,579
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$211,783
Participant contributions at end of year2014-12-31$58,556
Participant contributions at beginning of year2014-12-31$40,953
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$295,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,849,146
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,553,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,750,257
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,451,919
Interest on participant loans2014-12-31$2,515
Interest earned on other investments2014-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$40,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$60,598
Net investment gain/loss from pooled separate accounts2014-12-31$141,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$161,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$217,871
Contract administrator fees2014-12-31$6,757
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HW&CO
Accountancy firm EIN2014-12-31341663157
2013 : MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$732,716
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$129,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$121,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$404,873
Value of total assets at end of year2013-12-31$2,553,470
Value of total assets at beginning of year2013-12-31$1,950,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,990
Total interest from all sources2013-12-31$1,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,385
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$167,306
Participant contributions at end of year2013-12-31$40,953
Participant contributions at beginning of year2013-12-31$51,803
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,145
Administrative expenses (other) incurred2013-12-31$7,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$602,883
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,553,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,950,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,841,454
Value of interest in pooled separate accounts at end of year2013-12-31$2,451,919
Interest on participant loans2013-12-31$1,817
Interest earned on other investments2013-12-31$97
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$57,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$57,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$60,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$263,216
Net investment gain/loss from pooled separate accounts2013-12-31$38,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$215,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$121,843
Contract administrator fees2013-12-31$50
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HW&CO.
Accountancy firm EIN2013-12-31341663157

Form 5500 Responses for MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN

2023: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARYMOUNT HEALTH CARE SYSTEMS AFFILIATED 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered103
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $15,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,362
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,362
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,281
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,281
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,960
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,960
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered131
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,604
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered143
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,752
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,347
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,347
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS INTERNATIONAL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered182
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,527
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS INTERNATIONAL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered243
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,226
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS INTERNATIONAL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number18044
Policy instance 1
Insurance contract or identification number18044
Number of Individuals Covered428
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,790
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $24,790
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS INTERNATIONAL

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