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INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 401k Plan overview

Plan NameINSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN
Plan identification number 001

INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSPIRA MEDICAL CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSPIRA MEDICAL CENTERS, INC.
Employer identification number (EIN):210634484
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVE MURRAY
0012016-01-01DAVE MURRAY
0012015-01-01DAVE MURRAY
0012014-01-01TOM BALDOSARO
0012013-01-01TOM BALDOSARO
0012012-01-01TOM BALDOSARO
0012011-01-01KIM SCHWINDT THOMAS BALDOSARO2012-10-15
0012010-01-01KIM SCHWINDT THOMAS BALDOSARO2011-10-18
0012009-01-01KIM SCHWINDT THOMAS BALDOSARO2010-10-15
0012009-01-01KIM SCHWINDT THOMAS BALDOSARO2010-10-15
0012009-01-01KIM SCHWINDT THOMAS BALDOSARO2010-10-15

Plan Statistics for INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN

401k plan membership statisitcs for INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN

Measure Date Value
2022: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,386
Total number of active participants reported on line 7a of the Form 55002022-01-017,456
Number of retired or separated participants receiving benefits2022-01-0194
Number of other retired or separated participants entitled to future benefits2022-01-011,425
Total of all active and inactive participants2022-01-018,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-019,006
Number of participants with account balances2022-01-017,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01407
2021: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,814
Total number of active participants reported on line 7a of the Form 55002021-01-016,971
Number of retired or separated participants receiving benefits2021-01-0176
Number of other retired or separated participants entitled to future benefits2021-01-011,315
Total of all active and inactive participants2021-01-018,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-018,386
Number of participants with account balances2021-01-016,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01509
2020: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,326
Total number of active participants reported on line 7a of the Form 55002020-01-016,657
Number of retired or separated participants receiving benefits2020-01-0159
Number of other retired or separated participants entitled to future benefits2020-01-011,072
Total of all active and inactive participants2020-01-017,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-017,814
Number of participants with account balances2020-01-016,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01286
2019: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,799
Total number of active participants reported on line 7a of the Form 55002019-01-016,377
Number of retired or separated participants receiving benefits2019-01-0158
Number of other retired or separated participants entitled to future benefits2019-01-01875
Total of all active and inactive participants2019-01-017,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-017,326
Number of participants with account balances2019-01-016,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01274
2018: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,529
Total number of active participants reported on line 7a of the Form 55002018-01-015,978
Number of retired or separated participants receiving benefits2018-01-0140
Number of other retired or separated participants entitled to future benefits2018-01-01769
Total of all active and inactive participants2018-01-016,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-016,799
Number of participants with account balances2018-01-015,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01270
2017: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,215
Total number of active participants reported on line 7a of the Form 55002017-01-015,804
Number of retired or separated participants receiving benefits2017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-01691
Total of all active and inactive participants2017-01-016,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-016,529
Number of participants with account balances2017-01-015,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01194
2016: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,056
Total number of active participants reported on line 7a of the Form 55002016-01-015,162
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-011,032
Total of all active and inactive participants2016-01-016,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-016,215
Number of participants with account balances2016-01-015,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01169
2015: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,456
Total number of active participants reported on line 7a of the Form 55002015-01-015,250
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01789
Total of all active and inactive participants2015-01-016,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-016,054
Number of participants with account balances2015-01-014,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0154
2014: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,760
Total number of active participants reported on line 7a of the Form 55002014-01-014,982
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01460
Total of all active and inactive participants2014-01-015,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-015,456
Number of participants with account balances2014-01-013,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,661
Total number of active participants reported on line 7a of the Form 55002013-01-013,535
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01218
Total of all active and inactive participants2013-01-013,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,759
Number of participants with account balances2013-01-011,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,501
Total number of active participants reported on line 7a of the Form 55002012-01-013,471
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01188
Total of all active and inactive participants2012-01-013,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,661
Number of participants with account balances2012-01-011,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,364
Total number of active participants reported on line 7a of the Form 55002011-01-013,320
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01176
Total of all active and inactive participants2011-01-013,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,501
Number of participants with account balances2011-01-011,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,578
Total number of active participants reported on line 7a of the Form 55002010-01-013,216
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01145
Total of all active and inactive participants2010-01-013,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,364
Number of participants with account balances2010-01-011,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0175
2009: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,520
Total number of active participants reported on line 7a of the Form 55002009-01-011,439
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01138
Total of all active and inactive participants2009-01-011,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,578
Number of participants with account balances2009-01-011,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN

Measure Date Value
2022 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-33,466,128
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$29,508,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,799,702
Expenses. Certain deemed distributions of participant loans2022-12-31$294,136
Value of total corrective distributions2022-12-31$3,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$46,957,162
Value of total assets at end of year2022-12-31$465,973,641
Value of total assets at beginning of year2022-12-31$528,948,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$411,544
Total interest from all sources2022-12-31$1,880,331
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,744,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,744,163
Administrative expenses professional fees incurred2022-12-31$3,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,429,487
Participant contributions at end of year2022-12-31$4,358,551
Participant contributions at beginning of year2022-12-31$4,636,470
Assets. Other investments not covered elsewhere at end of year2022-12-31$565,413
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$950,315
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,798,522
Other income not declared elsewhere2022-12-31$-34,617
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$-62,974,819
Value of net assets at end of year (total assets less liabilities)2022-12-31$465,973,641
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$528,948,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$373,427,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$438,609,827
Interest on participant loans2022-12-31$225,785
Interest earned on other investments2022-12-31$1,489,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,566,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,307,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,307,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$165,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$76,056,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$73,444,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-98,013,167
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$20,729,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,799,702
Contract administrator fees2022-12-31$373,966
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$104,803,990
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$28,146,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,354,636
Expenses. Certain deemed distributions of participant loans2021-12-31$323,836
Value of total corrective distributions2021-12-31$9,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,813,315
Value of total assets at end of year2021-12-31$528,948,460
Value of total assets at beginning of year2021-12-31$452,290,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$458,548
Total interest from all sources2021-12-31$1,544,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,247,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,247,809
Administrative expenses professional fees incurred2021-12-31$2,575
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$20,665,088
Participant contributions at end of year2021-12-31$4,636,470
Participant contributions at beginning of year2021-12-31$4,882,774
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$679,946
Assets. Other investments not covered elsewhere at end of year2021-12-31$950,315
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$765,916
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,704,233
Other income not declared elsewhere2021-12-31$237,126
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$76,657,944
Value of net assets at end of year (total assets less liabilities)2021-12-31$528,948,460
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$452,290,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$438,609,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$362,455,704
Interest on participant loans2021-12-31$255,932
Interest earned on other investments2021-12-31$1,287,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,307,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,209,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,209,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$73,444,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$71,627,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,961,218
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$17,443,994
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$668,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,354,636
Contract administrator fees2021-12-31$407,671
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2021-12-31222027092
2020 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$90,151,811
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,757,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,047,530
Expenses. Certain deemed distributions of participant loans2020-12-31$318,030
Value of total corrective distributions2020-12-31$11,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,442,019
Value of total assets at end of year2020-12-31$452,290,516
Value of total assets at beginning of year2020-12-31$381,896,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$380,522
Total interest from all sources2020-12-31$1,637,364
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,510,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,510,965
Administrative expenses professional fees incurred2020-12-31$17,922
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,704,039
Participant contributions at end of year2020-12-31$4,882,774
Participant contributions at beginning of year2020-12-31$5,051,530
Participant contributions at end of year2020-12-31$679,946
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$765,916
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$594,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,484,608
Other income not declared elsewhere2020-12-31$303,753
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$70,393,828
Value of net assets at end of year (total assets less liabilities)2020-12-31$452,290,516
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$381,896,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$77,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$362,455,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$303,643,666
Interest on participant loans2020-12-31$283,565
Interest earned on other investments2020-12-31$1,305,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,209,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,487,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,487,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$48,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$71,627,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$63,119,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$37,257,710
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$17,253,372
Employer contributions (assets) at end of year2020-12-31$668,970
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,047,530
Contract administrator fees2020-12-31$284,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2020-12-31222027092
2019 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$37,083
Total transfer of assets from this plan2019-12-31$37,083
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 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$93,512,043
Total income from all sources (including contributions)2019-12-31$93,512,043
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,140,753
Total of all expenses incurred2019-12-31$23,140,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,382,911
Expenses. Certain deemed distributions of participant loans2019-12-31$356,581
Expenses. Certain deemed distributions of participant loans2019-12-31$356,581
Value of total corrective distributions2019-12-31$10,441
Value of total corrective distributions2019-12-31$10,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,551,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,551,148
Value of total assets at end of year2019-12-31$381,896,688
Value of total assets at end of year2019-12-31$381,896,688
Value of total assets at beginning of year2019-12-31$311,562,481
Value of total assets at beginning of year2019-12-31$311,562,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$390,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$390,820
Total interest from all sources2019-12-31$1,741,014
Total interest from all sources2019-12-31$1,741,014
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,782,878
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,782,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,782,878
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,782,878
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,646,534
Contributions received from participants2019-12-31$16,646,534
Participant contributions at end of year2019-12-31$5,051,530
Participant contributions at end of year2019-12-31$5,051,530
Participant contributions at beginning of year2019-12-31$4,495,631
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$853
Participant contributions at beginning of year2019-12-31$853
Assets. Other investments not covered elsewhere at end of year2019-12-31$594,702
Assets. Other investments not covered elsewhere at end of year2019-12-31$594,702
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$352,628
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$352,628
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,460,457
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,460,457
Other income not declared elsewhere2019-12-31$236,304
Other income not declared elsewhere2019-12-31$236,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$70,371,290
Value of net income/loss2019-12-31$70,371,290
Value of net assets at end of year (total assets less liabilities)2019-12-31$381,896,688
Value of net assets at end of year (total assets less liabilities)2019-12-31$381,896,688
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$311,562,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$311,562,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,877
Investment advisory and management fees2019-12-31$60,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$303,643,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$303,643,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$238,204,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$238,204,277
Interest on participant loans2019-12-31$269,079
Interest on participant loans2019-12-31$269,079
Interest earned on other investments2019-12-31$1,289,614
Interest earned on other investments2019-12-31$1,289,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,487,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,487,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,039,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,039,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,039,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,039,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$182,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$182,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$63,119,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$63,119,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$60,468,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$60,468,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$45,200,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$45,200,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,444,157
Contributions received in cash from employer2019-12-31$15,444,157
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,276
Employer contributions (assets) at beginning of year2019-12-31$1,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,382,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,382,911
Contract administrator fees2019-12-31$329,943
Contract administrator fees2019-12-31$329,943
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN PC
Accountancy firm name2019-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$75,837,917
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,663,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,922,234
Expenses. Certain deemed distributions of participant loans2018-12-31$236,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$90,569,605
Value of total assets at end of year2018-12-31$311,562,481
Value of total assets at beginning of year2018-12-31$252,387,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$504,178
Total interest from all sources2018-12-31$1,418,641
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,215,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,215,650
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,202,527
Participant contributions at end of year2018-12-31$4,495,631
Participant contributions at beginning of year2018-12-31$3,523,899
Participant contributions at end of year2018-12-31$853
Participant contributions at beginning of year2018-12-31$300
Assets. Other investments not covered elsewhere at end of year2018-12-31$352,628
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$388,976
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,039,447
Other income not declared elsewhere2018-12-31$131,121
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$59,174,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$311,562,481
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$252,387,625
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
Investment advisory and management fees2018-12-31$162,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$238,204,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$208,349,753
Interest on participant loans2018-12-31$198,317
Interest earned on other investments2018-12-31$1,061,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,039,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,533,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,533,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$159,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$60,468,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,589,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-31,497,100
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$15,327,631
Employer contributions (assets) at end of year2018-12-31$1,276
Employer contributions (assets) at beginning of year2018-12-31$833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,922,234
Contract administrator fees2018-12-31$341,607
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 name2018-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2018-12-31222027092
2017 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$72,893,700
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,670,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,218,665
Expenses. Certain deemed distributions of participant loans2017-12-31$200,184
Value of total corrective distributions2017-12-31$3,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,053,700
Value of total assets at end of year2017-12-31$252,387,625
Value of total assets at beginning of year2017-12-31$190,164,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$248,386
Total interest from all sources2017-12-31$721,469
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,842,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,842,239
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,045,950
Participant contributions at end of year2017-12-31$3,523,899
Participant contributions at beginning of year2017-12-31$2,850,459
Participant contributions at end of year2017-12-31$300
Participant contributions at beginning of year2017-12-31$181
Assets. Other investments not covered elsewhere at end of year2017-12-31$388,976
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$355,728
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,594,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,094
Other income not declared elsewhere2017-12-31$169,144
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$62,223,295
Value of net assets at end of year (total assets less liabilities)2017-12-31$252,387,625
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$190,164,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$208,349,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$156,240,785
Interest on participant loans2017-12-31$146,760
Interest earned on other investments2017-12-31$534,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,533,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,397,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,397,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,589,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,186,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,107,148
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$14,413,313
Employer contributions (assets) at end of year2017-12-31$833
Employer contributions (assets) at beginning of year2017-12-31$131,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,218,665
Contract administrator fees2017-12-31$248,386
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 name2017-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2017-12-31222027092
2016 : INSPIRA HEALTH NETWORK 403(B) SAVINGS 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$40,432,133
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,556,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,905,653
Expenses. Certain deemed distributions of participant loans2016-12-31$475,951
Value of total corrective distributions2016-12-31$3,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,057,985
Value of total assets at end of year2016-12-31$190,164,330
Value of total assets at beginning of year2016-12-31$160,288,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,704
Total interest from all sources2016-12-31$603,484
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,758,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,758,731
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,615,983
Participant contributions at end of year2016-12-31$2,850,459
Participant contributions at beginning of year2016-12-31$2,877,650
Participant contributions at end of year2016-12-31$181
Participant contributions at beginning of year2016-12-31$13,494
Assets. Other investments not covered elsewhere at end of year2016-12-31$355,728
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$323,927
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,495,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,094
Other income not declared elsewhere2016-12-31$66,379
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$29,876,113
Value of net assets at end of year (total assets less liabilities)2016-12-31$190,164,330
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$160,288,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$156,240,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$132,570,228
Interest on participant loans2016-12-31$139,389
Interest earned on other investments2016-12-31$447,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,397,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,971,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,971,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,186,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,392,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,945,554
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$12,946,582
Employer contributions (assets) at end of year2016-12-31$131,875
Employer contributions (assets) at beginning of year2016-12-31$139,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,905,653
Contract administrator fees2016-12-31$170,704
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 name2016-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2016-12-31222027092
2015 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$61,767,536
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$20,542,529
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,539,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,876,845
Expenses. Certain deemed distributions of participant loans2015-12-31$500,908
Value of total corrective distributions2015-12-31$3,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,700,864
Value of total assets at end of year2015-12-31$160,288,217
Value of total assets at beginning of year2015-12-31$85,517,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$158,012
Total interest from all sources2015-12-31$179,330
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,086,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,086,916
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$9,405,330
Participant contributions at end of year2015-12-31$2,877,650
Participant contributions at beginning of year2015-12-31$1,636,618
Participant contributions at end of year2015-12-31$13,494
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$323,927
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$230,792
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,149,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,161
Other income not declared elsewhere2015-12-31$28,869
Administrative expenses (other) incurred2015-12-31$83,060
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$94,542
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$13,002,946
Value of net assets at end of year (total assets less liabilities)2015-12-31$160,288,217
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$85,517,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$132,570,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,632,648
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,160,261
Interest on participant loans2015-12-31$47,025
Interest earned on other investments2015-12-31$130,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,971,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,392,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,561,070
Net investment gain/loss from pooled separate accounts2015-12-31$107,620
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$8,146,446
Employer contributions (assets) at end of year2015-12-31$139,649
Employer contributions (assets) at beginning of year2015-12-31$653,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,876,845
Contract administrator fees2015-12-31$74,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2015-12-31222027092
2014 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$125,106
Total income from all sources (including contributions)2014-12-31$20,672,765
Total of all expenses incurred2014-12-31$5,211,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,948,616
Expenses. Certain deemed distributions of participant loans2014-12-31$122,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,896,146
Value of total assets at end of year2014-12-31$85,517,735
Value of total assets at beginning of year2014-12-31$69,930,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$140,395
Total interest from all sources2014-12-31$25,925
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,269,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,269,438
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,286,842
Participant contributions at end of year2014-12-31$1,636,618
Participant contributions at beginning of year2014-12-31$1,451,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$230,792
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$182,133
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$680,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,457
Other income not declared elsewhere2014-12-31$28,110
Administrative expenses (other) incurred2014-12-31$140,395
Total non interest bearing cash at end of year2014-12-31$94,542
Total non interest bearing cash at beginning of year2014-12-31$25,439
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$15,461,703
Value of net assets at end of year (total assets less liabilities)2014-12-31$85,517,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,930,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,632,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,539,918
Value of interest in pooled separate accounts at end of year2014-12-31$15,160,261
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,657,149
Interest on participant loans2014-12-31$25,147
Interest earned on other investments2014-12-31$778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$65,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,318,009
Net investment gain/loss from pooled separate accounts2014-12-31$135,137
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$7,929,227
Employer contributions (assets) at end of year2014-12-31$653,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,948,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2014-12-31222027092
2013 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,813
Total income from all sources (including contributions)2013-12-31$17,973,161
Total of all expenses incurred2013-12-31$3,310,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,965,607
Expenses. Certain deemed distributions of participant loans2013-12-31$196,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,991,146
Value of total assets at end of year2013-12-31$69,930,926
Value of total assets at beginning of year2013-12-31$55,266,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148,468
Total interest from all sources2013-12-31$46,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$860,644
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$860,644
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,028,411
Participant contributions at end of year2013-12-31$1,451,000
Participant contributions at beginning of year2013-12-31$1,106,116
Assets. Other investments not covered elsewhere at end of year2013-12-31$182,133
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$187,173
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$183,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,503
Other income not declared elsewhere2013-12-31$6,513
Administrative expenses (other) incurred2013-12-31$148,468
Total non interest bearing cash at end of year2013-12-31$25,439
Total non interest bearing cash at beginning of year2013-12-31$8,776
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$14,662,501
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,930,926
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,266,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,539,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,852,845
Value of interest in pooled separate accounts at end of year2013-12-31$11,657,149
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,054,498
Interest on participant loans2013-12-31$46,005
Interest earned on other investments2013-12-31$568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$65,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$49,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,946,356
Net investment gain/loss from pooled separate accounts2013-12-31$121,929
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$1,779,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,965,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2013-12-31222027092
2012 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$159,510
Total income from all sources (including contributions)2012-12-31$13,318,445
Total of all expenses incurred2012-12-31$2,871,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,739,058
Expenses. Certain deemed distributions of participant loans2012-12-31$129,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,586,235
Value of total assets at end of year2012-12-31$55,266,612
Value of total assets at beginning of year2012-12-31$44,660,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,759
Total interest from all sources2012-12-31$42,522
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$841,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$841,664
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,522,076
Participant contributions at end of year2012-12-31$1,106,116
Participant contributions at beginning of year2012-12-31$910,077
Assets. Other investments not covered elsewhere at end of year2012-12-31$187,173
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$218,514
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$371,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,327
Other income not declared elsewhere2012-12-31$-1,477
Administrative expenses (other) incurred2012-12-31$2,759
Total non interest bearing cash at end of year2012-12-31$8,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,447,037
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,266,612
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,660,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,852,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,081,181
Value of interest in pooled separate accounts at end of year2012-12-31$10,054,498
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,400,391
Interest on participant loans2012-12-31$42,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$49,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$42,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,735,473
Net investment gain/loss from pooled separate accounts2012-12-31$114,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,692,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,739,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$148,306
Total income from all sources (including contributions)2011-12-31$8,032,088
Total of all expenses incurred2011-12-31$2,526,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,325,137
Expenses. Certain deemed distributions of participant loans2011-12-31$201,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,042,400
Value of total assets at end of year2011-12-31$44,660,065
Value of total assets at beginning of year2011-12-31$39,006,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300
Total interest from all sources2011-12-31$37,328
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$724,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$724,770
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,053,688
Participant contributions at end of year2011-12-31$910,077
Participant contributions at beginning of year2011-12-31$778,425
Assets. Other investments not covered elsewhere at end of year2011-12-31$218,514
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$202,327
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$395,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,528
Other income not declared elsewhere2011-12-31$-19,929
Administrative expenses (other) incurred2011-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,505,534
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,660,065
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,006,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,081,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,201,023
Value of interest in pooled separate accounts at end of year2011-12-31$8,400,391
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,782,420
Interest on participant loans2011-12-31$37,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$42,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$35,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-886,464
Net investment gain/loss from pooled separate accounts2011-12-31$133,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,593,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,325,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$431,972
Total income from all sources (including contributions)2010-12-31$11,744,724
Total of all expenses incurred2010-12-31$1,525,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,394,782
Expenses. Certain deemed distributions of participant loans2010-12-31$130,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,982,337
Value of total assets at end of year2010-12-31$39,006,225
Value of total assets at beginning of year2010-12-31$28,355,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$150
Total interest from all sources2010-12-31$31,007
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$660,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$660,252
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$8,363,001
Amount contributed by the employer to the plan for this plan year2010-12-31$8,363,001
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,960,433
Participant contributions at end of year2010-12-31$778,425
Participant contributions at beginning of year2010-12-31$461,649
Assets. Other investments not covered elsewhere at end of year2010-12-31$202,327
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$123,683
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$480,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,528
Other income not declared elsewhere2010-12-31$25,242
Administrative expenses (other) incurred2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,219,101
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,006,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,355,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,201,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,464,439
Value of interest in pooled separate accounts at end of year2010-12-31$6,782,420
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,278,811
Interest on participant loans2010-12-31$30,969
Interest earned on other investments2010-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$35,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,845,120
Net investment gain/loss from pooled separate accounts2010-12-31$200,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,541,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,394,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2010-12-31222027092
2009 : INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN

2022: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSPIRA HEALTH NETWORK 403(B) SAVINGS 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: INSPIRA HEALTH NETWORK 403(B) SAVINGS 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: INSPIRA HEALTH NETWORK 403(B) SAVINGS 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: INSPIRA HEALTH NETWORK 403(B) SAVINGS 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: INSPIRA HEALTH NETWORK 403(B) SAVINGS 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: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2284
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2345
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2440
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2436
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2508
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 1
Insurance contract or identification number894131+007
Number of Individuals Covered2625
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-09-01
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894131+007
Policy instance 2
Insurance contract or identification number894131+007
Number of Individuals Covered3192
Insurance policy start date2015-09-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered3233
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered1987
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered1890
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered1765
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069154
Policy instance 1
Insurance contract or identification numberTA069154
Number of Individuals Covered1674
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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