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SHORE MEMORIAL HOSPITAL PENSION PLAN 401k Plan overview

Plan NameSHORE MEMORIAL HOSPITAL PENSION PLAN
Plan identification number 001

SHORE MEMORIAL HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:SHORE MEMORIAL HOSPITAL DBA SHORE MEDICAL CENTER
Employer identification number (EIN):210660835
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORE MEMORIAL HOSPITAL PENSION 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
0012017-01-01ALAN L. BEATTY
0012016-01-01ALAN L. BEATTY
0012015-01-01ALAN L. BEATTY
0012014-01-01ALAN L. BEATTY
0012013-01-01ALAN L. BEATTY
0012012-01-01ALAN L. BEATTY
0012011-01-01ALAN L. BEATTY
0012010-01-01ALAN L. BEATTY
0012009-01-01ALAN L. BEATTY ALAN L. BEATTY2010-10-15

Plan Statistics for SHORE MEMORIAL HOSPITAL PENSION PLAN

401k plan membership statisitcs for SHORE MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2022: SHORE MEMORIAL HOSPITAL PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31189,287,511
Acturial value of plan assets2022-12-31178,513,474
Funding target for retired participants and beneficiaries receiving payment2022-12-31107,238,446
Number of terminated vested participants2022-12-31291
Fundng target for terminated vested participants2022-12-3119,798,165
Active participant vested funding target2022-12-3146,846,655
Number of active participants2022-12-31314
Total funding liabilities for active participants2022-12-3147,062,064
Total participant count2022-12-311,166
Total funding target for all participants2022-12-31174,098,675
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-316,848,512
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-316,848,512
Present value of excess contributions2022-12-312,794,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,950,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-312,950,627
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3110,740,125
Total employer contributions2022-12-3110,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-319,689,124
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,521,228
Net shortfall amortization installment of oustanding balance2022-12-3114,811,413
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-313,158,835
Additional cash requirement2022-12-313,158,835
Contributions allocatedtoward minimum required contributions for current year2022-12-319,689,124
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,160
Total number of active participants reported on line 7a of the Form 55002022-01-01288
Number of retired or separated participants receiving benefits2022-01-01398
Number of other retired or separated participants entitled to future benefits2022-01-01270
Total of all active and inactive participants2022-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SHORE MEMORIAL HOSPITAL PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31171,090,547
Acturial value of plan assets2021-12-31161,428,234
Funding target for retired participants and beneficiaries receiving payment2021-12-31104,237,640
Number of terminated vested participants2021-12-31301
Fundng target for terminated vested participants2021-12-3119,507,234
Active participant vested funding target2021-12-3146,444,788
Number of active participants2021-12-31347
Total funding liabilities for active participants2021-12-3146,444,788
Total participant count2021-12-311,182
Total funding target for all participants2021-12-31170,189,662
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-314,040,170
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-314,040,170
Present value of excess contributions2021-12-312,260,267
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,389,780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-312,389,780
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-316,848,512
Total employer contributions2021-12-316,100,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-315,886,152
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,453,861
Net shortfall amortization installment of oustanding balance2021-12-3115,609,940
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,091,468
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-313,091,468
Contributions allocatedtoward minimum required contributions for current year2021-12-315,886,152
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,175
Total number of active participants reported on line 7a of the Form 55002021-01-01314
Number of retired or separated participants receiving benefits2021-01-01528
Number of other retired or separated participants entitled to future benefits2021-01-01282
Total of all active and inactive participants2021-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0136
Total participants2021-01-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: SHORE MEMORIAL HOSPITAL PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31165,205,693
Acturial value of plan assets2020-12-31159,331,875
Funding target for retired participants and beneficiaries receiving payment2020-12-31101,087,158
Number of terminated vested participants2020-12-31300
Fundng target for terminated vested participants2020-12-3118,899,140
Active participant vested funding target2020-12-3151,557,687
Number of active participants2020-12-31395
Total funding liabilities for active participants2020-12-3151,557,687
Total participant count2020-12-311,244
Total funding target for all participants2020-12-31171,543,985
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-313,828,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,040,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-314,040,170
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-314,040,170
Total employer contributions2020-12-315,608,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,397,857
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,509,443
Net shortfall amortization installment of oustanding balance2020-12-3116,252,280
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,137,590
Additional cash requirement2020-12-313,137,590
Contributions allocatedtoward minimum required contributions for current year2020-12-315,397,857
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,238
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-01503
Number of other retired or separated participants entitled to future benefits2020-01-01291
Total of all active and inactive participants2020-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0134
Total participants2020-01-011,175
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SHORE MEMORIAL HOSPITAL PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31151,059,538
Acturial value of plan assets2019-12-31157,432,536
Funding target for retired participants and beneficiaries receiving payment2019-12-31109,081,674
Number of terminated vested participants2019-12-31302
Fundng target for terminated vested participants2019-12-3119,167,169
Active participant vested funding target2019-12-3154,115,404
Number of active participants2019-12-31426
Total funding liabilities for active participants2019-12-3154,115,404
Total participant count2019-12-311,344
Total funding target for all participants2019-12-31182,364,247
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,289
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-318,232,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-317,711,966
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,578,740
Net shortfall amortization installment of oustanding balance2019-12-3124,931,711
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,700,559
Additional cash requirement2019-12-317,700,559
Contributions allocatedtoward minimum required contributions for current year2019-12-317,711,966
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,336
Total number of active participants reported on line 7a of the Form 55002019-01-01395
Number of retired or separated participants receiving benefits2019-01-01522
Number of other retired or separated participants entitled to future benefits2019-01-01289
Total of all active and inactive participants2019-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0132
Total participants2019-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHORE MEMORIAL HOSPITAL PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31162,754,882
Acturial value of plan assets2018-12-31155,218,307
Funding target for retired participants and beneficiaries receiving payment2018-12-31101,798,557
Number of terminated vested participants2018-12-31293
Fundng target for terminated vested participants2018-12-3116,051,927
Active participant vested funding target2018-12-3154,003,892
Number of active participants2018-12-31467
Total funding liabilities for active participants2018-12-3154,003,892
Total participant count2018-12-311,363
Total funding target for all participants2018-12-31171,854,376
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3155,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3158,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,001,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,832,193
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,369,893
Net shortfall amortization installment of oustanding balance2018-12-3116,636,069
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,830,974
Additional cash requirement2018-12-313,830,974
Contributions allocatedtoward minimum required contributions for current year2018-12-313,832,193
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,353
Total number of active participants reported on line 7a of the Form 55002018-01-01426
Number of retired or separated participants receiving benefits2018-01-01583
Number of other retired or separated participants entitled to future benefits2018-01-01291
Total of all active and inactive participants2018-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0136
Total participants2018-01-011,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHORE MEMORIAL HOSPITAL PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31155,533,140
Acturial value of plan assets2017-12-31156,636,625
Funding target for retired participants and beneficiaries receiving payment2017-12-31101,217,483
Number of terminated vested participants2017-12-31283
Fundng target for terminated vested participants2017-12-3113,883,795
Active participant vested funding target2017-12-3156,595,614
Number of active participants2017-12-31522
Total funding liabilities for active participants2017-12-3156,595,614
Total participant count2017-12-311,616
Total funding target for all participants2017-12-31171,696,892
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-317,764
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-318,239
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-315,124,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,913,011
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,619,541
Net shortfall amortization installment of oustanding balance2017-12-3115,060,267
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,857,524
Additional cash requirement2017-12-314,857,524
Contributions allocatedtoward minimum required contributions for current year2017-12-314,913,011
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,605
Total number of active participants reported on line 7a of the Form 55002017-01-01467
Number of retired or separated participants receiving benefits2017-01-01573
Number of other retired or separated participants entitled to future benefits2017-01-01281
Total of all active and inactive participants2017-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0132
Total participants2017-01-011,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHORE MEMORIAL HOSPITAL PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31148,235,665
Acturial value of plan assets2016-12-31151,053,472
Funding target for retired participants and beneficiaries receiving payment2016-12-3190,221,003
Number of terminated vested participants2016-12-31277
Fundng target for terminated vested participants2016-12-3113,346,711
Active participant vested funding target2016-12-3158,839,794
Number of active participants2016-12-31570
Total funding liabilities for active participants2016-12-3158,839,794
Total participant count2016-12-311,630
Total funding target for all participants2016-12-31162,407,508
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-313,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,216
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-316,584,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,281,045
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,103,822
Net shortfall amortization installment of oustanding balance2016-12-3111,354,036
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-316,273,281
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-316,273,281
Contributions allocatedtoward minimum required contributions for current year2016-12-316,281,045
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,618
Total number of active participants reported on line 7a of the Form 55002016-01-01522
Number of retired or separated participants receiving benefits2016-01-01750
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-011,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0164
Total participants2016-01-011,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHORE MEMORIAL HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,763
Total number of active participants reported on line 7a of the Form 55002015-01-01570
Number of retired or separated participants receiving benefits2015-01-01726
Number of other retired or separated participants entitled to future benefits2015-01-01263
Total of all active and inactive participants2015-01-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0159
Total participants2015-01-011,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHORE MEMORIAL HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,219
Total number of active participants reported on line 7a of the Form 55002014-01-01618
Number of retired or separated participants receiving benefits2014-01-01693
Number of other retired or separated participants entitled to future benefits2014-01-01389
Total of all active and inactive participants2014-01-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0163
Total participants2014-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: SHORE MEMORIAL HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,235
Total number of active participants reported on line 7a of the Form 55002013-01-01701
Number of retired or separated participants receiving benefits2013-01-01636
Number of other retired or separated participants entitled to future benefits2013-01-01826
Total of all active and inactive participants2013-01-012,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0156
Total participants2013-01-012,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHORE MEMORIAL HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,256
Total number of active participants reported on line 7a of the Form 55002012-01-01854
Number of retired or separated participants receiving benefits2012-01-01578
Number of other retired or separated participants entitled to future benefits2012-01-01734
Total of all active and inactive participants2012-01-012,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0169
Total participants2012-01-012,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SHORE MEMORIAL HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,269
Total number of active participants reported on line 7a of the Form 55002011-01-01949
Number of retired or separated participants receiving benefits2011-01-01524
Number of other retired or separated participants entitled to future benefits2011-01-01714
Total of all active and inactive participants2011-01-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0169
Total participants2011-01-012,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: SHORE MEMORIAL HOSPITAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,311
Total number of active participants reported on line 7a of the Form 55002010-01-011,031
Number of retired or separated participants receiving benefits2010-01-01469
Number of other retired or separated participants entitled to future benefits2010-01-01697
Total of all active and inactive participants2010-01-012,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0172
Total participants2010-01-012,269
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0126
2009: SHORE MEMORIAL HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,320
Total number of active participants reported on line 7a of the Form 55002009-01-011,167
Number of retired or separated participants receiving benefits2009-01-01446
Number of other retired or separated participants entitled to future benefits2009-01-01638
Total of all active and inactive participants2009-01-012,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0160
Total participants2009-01-012,311
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on SHORE MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2022 : SHORE MEMORIAL HOSPITAL PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-14,468,446
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,056,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,062,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,000,000
Value of total assets at end of year2022-12-31$151,765,704
Value of total assets at beginning of year2022-12-31$189,290,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,994,465
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$410,807
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,725,497
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,582,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$61,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$795,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,524,928
Value of net assets at end of year (total assets less liabilities)2022-12-31$151,765,704
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$189,290,632
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$787,898
Value of interest in pooled separate accounts at end of year2022-12-31$81,018,803
Value of interest in pooled separate accounts at beginning of year2022-12-31$103,707,263
Value of interest in common/collective trusts at end of year2022-12-31$54,273,758
Value of interest in common/collective trusts at beginning of year2022-12-31$69,261,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,525,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,722,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,722,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,661,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,516,149
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$10,880,784
Net investment gain/loss from pooled separate accounts2022-12-31$-24,468,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$10,000,000
Employer contributions (assets) at end of year2022-12-31$1,500,000
Employer contributions (assets) at beginning of year2022-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,181,233
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON, LLP
Accountancy firm EIN2022-12-31366055558
2021 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,676,360
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,479,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,884,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,100,000
Value of total assets at end of year2021-12-31$189,290,632
Value of total assets at beginning of year2021-12-31$171,093,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,594,720
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$276,670
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,582,593
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,444,801
Administrative expenses (other) incurred2021-12-31$784,900
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$18,197,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$189,290,632
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$171,093,536
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$533,150
Value of interest in pooled separate accounts at end of year2021-12-31$103,707,263
Value of interest in pooled separate accounts at beginning of year2021-12-31$97,985,899
Value of interest in common/collective trusts at end of year2021-12-31$69,261,847
Value of interest in common/collective trusts at beginning of year2021-12-31$57,158,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,722,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,736,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,736,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,516,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,367,386
Net investment gain/loss from pooled separate accounts2021-12-31$23,576,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$6,100,000
Employer contributions (assets) at end of year2021-12-31$1,500,000
Employer contributions (assets) at beginning of year2021-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,884,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON, LLP
Accountancy firm EIN2021-12-31366055558
2020 : SHORE MEMORIAL HOSPITAL PENSION 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$23,080,228
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,358,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,996,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,608,000
Value of total assets at end of year2020-12-31$171,093,536
Value of total assets at beginning of year2020-12-31$165,371,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,361,976
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$250,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,444,801
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,311,953
Administrative expenses (other) incurred2020-12-31$797,272
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$5,721,768
Value of net assets at end of year (total assets less liabilities)2020-12-31$171,093,536
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$165,371,768
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$1,314,104
Value of interest in pooled separate accounts at end of year2020-12-31$97,985,899
Value of interest in pooled separate accounts at beginning of year2020-12-31$99,354,096
Value of interest in common/collective trusts at end of year2020-12-31$57,158,689
Value of interest in common/collective trusts at beginning of year2020-12-31$46,523,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,736,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,601,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,601,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,367,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,222,943
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$17,472,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,608,000
Employer contributions (assets) at end of year2020-12-31$1,400,000
Employer contributions (assets) at beginning of year2020-12-31$5,358,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,996,484
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 name2020-12-31GRANT THORNTON, LLP
Accountancy firm EIN2020-12-31366055558
2019 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$33,430,585
Total income from all sources (including contributions)2019-12-31$33,430,585
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,141,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,835,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,232,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,232,000
Value of total assets at end of year2019-12-31$165,371,768
Value of total assets at end of year2019-12-31$165,371,768
Value of total assets at beginning of year2019-12-31$151,082,605
Value of total assets at beginning of year2019-12-31$151,082,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,305,536
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$259,792
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$8,000,000
Value of fidelity bond cover2019-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,311,953
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,183,886
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,183,886
Administrative expenses (other) incurred2019-12-31$855,033
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$14,289,163
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,371,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,371,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,082,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,082,605
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$190,711
Value of interest in pooled separate accounts at end of year2019-12-31$99,354,096
Value of interest in pooled separate accounts at beginning of year2019-12-31$89,431,914
Value of interest in pooled separate accounts at beginning of year2019-12-31$89,431,914
Value of interest in common/collective trusts at end of year2019-12-31$46,523,598
Value of interest in common/collective trusts at end of year2019-12-31$46,523,598
Value of interest in common/collective trusts at beginning of year2019-12-31$46,584,619
Value of interest in common/collective trusts at beginning of year2019-12-31$46,584,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,601,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,601,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,380,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,380,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,380,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,380,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,222,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,222,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,081,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,081,932
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$25,198,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$8,232,000
Contributions received in cash from employer2019-12-31$8,232,000
Employer contributions (assets) at end of year2019-12-31$5,358,000
Employer contributions (assets) at end of year2019-12-31$5,358,000
Employer contributions (assets) at beginning of year2019-12-31$1,420,000
Employer contributions (assets) at beginning of year2019-12-31$1,420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,835,886
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : SHORE MEMORIAL HOSPITAL PENSION 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$0
Total income from all sources (including contributions)2018-12-31$-763,417
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,939,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,642,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,001,000
Value of total assets at end of year2018-12-31$151,082,605
Value of total assets at beginning of year2018-12-31$162,785,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,297,412
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$227,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,183,886
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,061,429
Other income not declared elsewhere2018-12-31$403
Administrative expenses (other) incurred2018-12-31$881,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,703,375
Value of net assets at end of year (total assets less liabilities)2018-12-31$151,082,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$162,785,980
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$188,395
Value of interest in pooled separate accounts at end of year2018-12-31$89,431,914
Value of interest in pooled separate accounts at beginning of year2018-12-31$98,518,149
Value of interest in common/collective trusts at end of year2018-12-31$46,584,619
Value of interest in common/collective trusts at beginning of year2018-12-31$49,104,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,380,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,326,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,326,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,081,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,945,761
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-2,418,067
Net investment gain or loss from common/collective trusts2018-12-31$-2,346,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$4,001,000
Employer contributions (assets) at end of year2018-12-31$1,420,000
Employer contributions (assets) at beginning of year2018-12-31$1,830,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,642,546
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 name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : SHORE MEMORIAL HOSPITAL PENSION 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$25,716,127
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,504,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,131,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,124,000
Value of total assets at end of year2017-12-31$162,785,980
Value of total assets at beginning of year2017-12-31$155,574,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,373,400
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$150,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,061,429
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,943,998
Other income not declared elsewhere2017-12-31$295,141
Administrative expenses (other) incurred2017-12-31$940,335
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$7,211,597
Value of net assets at end of year (total assets less liabilities)2017-12-31$162,785,980
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$155,574,383
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
Investment advisory and management fees2017-12-31$282,933
Value of interest in pooled separate accounts at end of year2017-12-31$98,518,149
Value of interest in pooled separate accounts at beginning of year2017-12-31$96,863,516
Value of interest in common/collective trusts at end of year2017-12-31$49,104,370
Value of interest in common/collective trusts at beginning of year2017-12-31$43,347,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,326,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,259,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,259,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,945,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,814,621
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,383,682
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$16,110,664
Net investment gain or loss from common/collective trusts2017-12-31$4,186,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$5,124,000
Employer contributions (assets) at end of year2017-12-31$1,830,000
Employer contributions (assets) at beginning of year2017-12-31$2,346,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,747,448
Contract administrator fees2017-12-31$0
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 name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : SHORE MEMORIAL HOSPITAL PENSION 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$17,586,499
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,292,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,805,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,584,000
Value of total assets at end of year2016-12-31$155,574,383
Value of total assets at beginning of year2016-12-31$148,280,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,486,553
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$335,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,943,998
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,481,872
Other income not declared elsewhere2016-12-31$971,989
Administrative expenses (other) incurred2016-12-31$912,552
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$7,294,281
Value of net assets at end of year (total assets less liabilities)2016-12-31$155,574,383
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$148,280,102
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
Investment advisory and management fees2016-12-31$239,001
Value of interest in pooled separate accounts at end of year2016-12-31$96,863,516
Value of interest in pooled separate accounts at beginning of year2016-12-31$90,091,773
Value of interest in common/collective trusts at end of year2016-12-31$43,347,049
Value of interest in common/collective trusts at beginning of year2016-12-31$43,279,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,259,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,547,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,547,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,814,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,691,086
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,004,690
Net investment gain/loss from pooled separate accounts2016-12-31$8,768,253
Net investment gain or loss from common/collective trusts2016-12-31$1,262,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$6,584,000
Employer contributions (assets) at end of year2016-12-31$2,346,000
Employer contributions (assets) at beginning of year2016-12-31$2,183,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,805,665
Contract administrator fees2016-12-31$0
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 name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,743,195
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,639,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,092,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,015,000
Value of total assets at end of year2015-12-31$148,280,102
Value of total assets at beginning of year2015-12-31$155,175,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,546,086
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$439,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,481,872
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$737,391
Other income not declared elsewhere2015-12-31$292,242
Administrative expenses (other) incurred2015-12-31$837,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,895,873
Value of net assets at end of year (total assets less liabilities)2015-12-31$148,280,102
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$155,175,975
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
Investment advisory and management fees2015-12-31$268,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$566,912
Value of interest in pooled separate accounts at end of year2015-12-31$90,091,773
Value of interest in pooled separate accounts at beginning of year2015-12-31$95,297,365
Value of interest in common/collective trusts at end of year2015-12-31$43,279,791
Value of interest in common/collective trusts at beginning of year2015-12-31$44,058,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,547,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,082,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,082,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,691,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,570,779
Asset value of US Government securities at end of year2015-12-31$1,004,690
Asset value of US Government securities at beginning of year2015-12-31$1,046,090
Net investment gain/loss from pooled separate accounts2015-12-31$4,444,547
Net investment gain or loss from common/collective trusts2015-12-31$-8,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$7,015,000
Employer contributions (assets) at end of year2015-12-31$2,183,000
Employer contributions (assets) at beginning of year2015-12-31$2,817,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,092,982
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 name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,362,544
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,971,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,948,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,188,000
Value of total assets at end of year2014-12-31$155,175,975
Value of total assets at beginning of year2014-12-31$152,785,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,023,522
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$136,390
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$737,391
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$157,536
Other income not declared elsewhere2014-12-31$746,586
Administrative expenses (other) incurred2014-12-31$669,025
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$2,390,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$155,175,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$152,785,134
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
Investment advisory and management fees2014-12-31$218,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$566,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$428,967
Value of interest in pooled separate accounts at end of year2014-12-31$95,297,365
Value of interest in pooled separate accounts at beginning of year2014-12-31$92,755,973
Value of interest in common/collective trusts at end of year2014-12-31$44,058,384
Value of interest in common/collective trusts at beginning of year2014-12-31$45,237,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,082,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,529,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,529,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,570,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,453,936
Asset value of US Government securities at end of year2014-12-31$1,046,090
Asset value of US Government securities at beginning of year2014-12-31$1,086,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$130,945
Net investment gain/loss from pooled separate accounts2014-12-31$11,060,711
Net investment gain or loss from common/collective trusts2014-12-31$1,236,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$8,188,000
Employer contributions (assets) at end of year2014-12-31$2,817,000
Employer contributions (assets) at beginning of year2014-12-31$2,136,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,948,181
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$29,522,289
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,025,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,354,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,551,000
Value of total assets at end of year2013-12-31$152,785,134
Value of total assets at beginning of year2013-12-31$130,288,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$670,649
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$157,536
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$392,321
Other income not declared elsewhere2013-12-31$2,213,625
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$22,497,026
Value of net assets at end of year (total assets less liabilities)2013-12-31$152,785,134
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$130,288,108
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
Investment advisory and management fees2013-12-31$670,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$428,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$275,367
Value of interest in pooled separate accounts at end of year2013-12-31$92,755,973
Value of interest in pooled separate accounts at beginning of year2013-12-31$63,971,207
Value of interest in common/collective trusts at end of year2013-12-31$45,237,082
Value of interest in common/collective trusts at beginning of year2013-12-31$37,848,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,529,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,203,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,203,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,453,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,339,838
Asset value of US Government securities at end of year2013-12-31$1,086,330
Asset value of US Government securities at beginning of year2013-12-31$1,126,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,400
Net investment gain/loss from pooled separate accounts2013-12-31$18,025,854
Net investment gain or loss from common/collective trusts2013-12-31$1,733,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$7,551,000
Employer contributions (assets) at end of year2013-12-31$2,136,000
Employer contributions (assets) at beginning of year2013-12-31$2,625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,354,614
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,505,204
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$20,912,848
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,343,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,544,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,656,000
Value of total assets at end of year2012-12-31$130,288,108
Value of total assets at beginning of year2012-12-31$115,718,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$798,429
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$392,321
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$432,177
Other income not declared elsewhere2012-12-31$2,280,763
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$14,569,782
Value of net assets at end of year (total assets less liabilities)2012-12-31$130,288,108
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$115,718,326
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
Investment advisory and management fees2012-12-31$798,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$275,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$63,971,207
Value of interest in pooled separate accounts at beginning of year2012-12-31$52,964,577
Value of interest in common/collective trusts at end of year2012-12-31$37,848,872
Value of interest in common/collective trusts at beginning of year2012-12-31$35,462,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,203,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,991,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,991,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,339,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,222,797
Asset value of US Government securities at end of year2012-12-31$1,126,950
Asset value of US Government securities at beginning of year2012-12-31$1,156,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$367
Net investment gain/loss from pooled separate accounts2012-12-31$7,791,549
Net investment gain or loss from common/collective trusts2012-12-31$3,184,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$7,656,000
Employer contributions (assets) at end of year2012-12-31$2,625,000
Employer contributions (assets) at beginning of year2012-12-31$3,423,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,544,637
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,505,204
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$12,065,581
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,116,163
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,679,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,958,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,362,000
Value of total assets at end of year2011-12-31$115,718,326
Value of total assets at beginning of year2011-12-31$108,281,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$720,345
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$432,177
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$173,202
Other income not declared elsewhere2011-12-31$-241,056
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$7,436,998
Value of net assets at end of year (total assets less liabilities)2011-12-31$115,718,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$108,281,328
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
Investment advisory and management fees2011-12-31$720,345
Value of interest in pooled separate accounts at end of year2011-12-31$52,964,577
Value of interest in pooled separate accounts at beginning of year2011-12-31$46,870,569
Value of interest in common/collective trusts at end of year2011-12-31$35,462,703
Value of interest in common/collective trusts at beginning of year2011-12-31$32,249,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,991,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,908,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,908,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,222,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,014,568
Asset value of US Government securities at end of year2011-12-31$1,156,480
Asset value of US Government securities at beginning of year2011-12-31$2,711,506
Net investment gain/loss from pooled separate accounts2011-12-31$2,349,994
Net investment gain or loss from common/collective trusts2011-12-31$645,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$10,362,000
Employer contributions (assets) at end of year2011-12-31$3,423,000
Employer contributions (assets) at beginning of year2011-12-31$4,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,958,820
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$12,065,581
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,903,081
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SHORE MEMORIAL HOSPITAL PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,769,558
Total unrealized appreciation/depreciation of assets2010-12-31$2,769,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$21,372,536
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,653,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,235,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,850,000
Value of total assets at end of year2010-12-31$108,281,328
Value of total assets at beginning of year2010-12-31$91,562,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$418,290
Total interest from all sources2010-12-31$206,986
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$107,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$173,202
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,981,577
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$16,718,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$108,281,328
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,562,545
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
Investment advisory and management fees2010-12-31$378,260
Value of interest in pooled separate accounts at end of year2010-12-31$46,870,569
Value of interest in pooled separate accounts at beginning of year2010-12-31$41,276,027
Value of interest in common/collective trusts at end of year2010-12-31$32,249,886
Value of interest in common/collective trusts at beginning of year2010-12-31$28,497,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,908,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,656,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,656,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$206,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,014,568
Asset value of US Government securities at end of year2010-12-31$2,711,506
Asset value of US Government securities at beginning of year2010-12-31$2,731,127
Net investment gain/loss from pooled separate accounts2010-12-31$6,259,055
Net investment gain or loss from common/collective trusts2010-12-31$2,179,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$9,850,000
Employer contributions (assets) at end of year2010-12-31$4,450,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$107,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,235,463
Contract administrator fees2010-12-31$40,030
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,903,081
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,419,887
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SHORE MEMORIAL HOSPITAL PENSION 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 SHORE MEMORIAL HOSPITAL PENSION PLAN

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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
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?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
Insurance broker organization code?7
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered990
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered1166
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
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?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
Insurance broker organization code?7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered1182
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
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?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
Insurance broker organization code?7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered1244
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
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?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
Insurance broker organization code?7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered1344
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number98567452
Policy instance 4
Insurance contract or identification number98567452
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?7
Insurance broker nameDONALD ROSS
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered1616
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2015-01-01
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2015-01-01
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2015-01-01
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?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
Insurance broker organization code?7
Insurance broker nameDONALD ROSS
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 2
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 3
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,572
Insurance broker organization code?7
Insurance broker nameDONALD ROSS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 2
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,330
Insurance broker organization code?7
Insurance broker nameDONALD ROSS
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 3
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 3
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 2
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,096
Insurance broker organization code?7
Insurance broker nameDONALD ROSS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 3
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 2
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 1
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1006134056
Policy instance 1
Insurance contract or identification number1006134056
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number994511
Policy instance 2
Insurance contract or identification number994511
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number924511
Policy instance 3
Insurance contract or identification number924511
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberPX0371603
Policy instance 4
Insurance contract or identification numberPX0371603
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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

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