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THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 401k Plan overview

Plan NameTHE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN
Plan identification number 002

THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WELLSPAN HEALTH has sponsored the creation of one or more 401k plans.

Company Name:WELLSPAN HEALTH
Employer identification number (EIN):230465970
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01KIMBERLY M. RZOMP
0022015-07-01KIMBERLY M. RZOMP
0022014-07-01KIMBERLY M. RZOMP
0022013-07-01KIMBERLY M. RZOMP
0022012-07-01KIMBERLY M. RZOMP
0022011-07-01PATRICK W O'DONNELL
0022009-07-01PATRICK W O'DONNELL

Plan Statistics for THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN

401k plan membership statisitcs for THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN

Measure Date Value
2022: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0110,798
Total number of active participants reported on line 7a of the Form 55002022-07-013,568
Number of retired or separated participants receiving benefits2022-07-012,570
Number of other retired or separated participants entitled to future benefits2022-07-013,261
Total of all active and inactive participants2022-07-019,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-01174
Total participants2022-07-019,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-3085,923,197
Acturial value of plan assets2022-06-3079,575,629
Funding target for retired participants and beneficiaries receiving payment2022-06-3025,492,957
Number of terminated vested participants2022-06-30235
Fundng target for terminated vested participants2022-06-309,670,174
Active participant vested funding target2022-06-3024,943,219
Number of active participants2022-06-30287
Total funding liabilities for active participants2022-06-3025,592,298
Total participant count2022-06-30636
Total funding target for all participants2022-06-3060,755,429
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3014,067,978
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-30786,043
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3013,281,935
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-304,160,000
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3011,336,034
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30230,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01636
Total number of active participants reported on line 7a of the Form 55002021-07-013,928
Number of retired or separated participants receiving benefits2021-07-013,232
Number of other retired or separated participants entitled to future benefits2021-07-013,423
Total of all active and inactive participants2021-07-0110,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01215
Total participants2021-07-0110,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
Market value of plan assets2021-06-3076,432,826
Acturial value of plan assets2021-06-3074,439,390
Funding target for retired participants and beneficiaries receiving payment2021-06-3024,018,173
Number of terminated vested participants2021-06-30217
Fundng target for terminated vested participants2021-06-3010,023,208
Active participant vested funding target2021-06-3025,822,198
Number of active participants2021-06-30321
Total funding liabilities for active participants2021-06-3026,292,135
Total participant count2021-06-30639
Total funding target for all participants2021-06-3060,333,516
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3014,302,953
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3014,302,953
Present value of excess contributions2021-06-30798,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30843,191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-30843,191
Reductions in prefunding balances due to elections or deemed elections2021-06-302,600,000
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3014,067,978
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30823,939
Total funding amount beforereflecting carryover/prefunding balances2021-06-30786,043
Prefunding balance elected to use to offset funding requirement2021-06-30786,043
Additional cash requirement2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01639
Total number of active participants reported on line 7a of the Form 55002020-07-01287
Number of retired or separated participants receiving benefits2020-07-01108
Number of other retired or separated participants entitled to future benefits2020-07-01235
Total of all active and inactive participants2020-07-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
Market value of plan assets2020-06-3069,561,481
Acturial value of plan assets2020-06-3070,019,636
Funding target for retired participants and beneficiaries receiving payment2020-06-3027,002,847
Number of terminated vested participants2020-06-30204
Fundng target for terminated vested participants2020-06-306,734,191
Active participant vested funding target2020-06-3021,931,159
Number of active participants2020-06-30374
Total funding liabilities for active participants2020-06-3021,931,159
Total participant count2020-06-30669
Total funding target for all participants2020-06-3055,668,197
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-309,378,470
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-309,378,470
Present value of excess contributions2020-06-306,188,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-306,547,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-306,547,707
Reductions in prefunding balances due to elections or deemed elections2020-06-302,200,000
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3014,302,953
Total employer contributions2020-06-302,400,000
Total employee contributions2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-302,254,543
Unpaid minimum required contributions for all prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,504,779
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-301,456,293
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-301,456,293
Contributions allocatedtoward minimum required contributions for current year2020-06-302,254,543
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01669
Total number of active participants reported on line 7a of the Form 55002019-07-01321
Number of retired or separated participants receiving benefits2019-07-0196
Number of other retired or separated participants entitled to future benefits2019-07-01217
Total of all active and inactive participants2019-07-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-018
Market value of plan assets2019-06-3065,182,680
Acturial value of plan assets2019-06-3065,908,381
Funding target for retired participants and beneficiaries receiving payment2019-06-3024,508,437
Number of terminated vested participants2019-06-30180
Fundng target for terminated vested participants2019-06-305,382,917
Active participant vested funding target2019-06-3024,010,070
Number of active participants2019-06-30403
Total funding liabilities for active participants2019-06-3025,528,555
Total participant count2019-06-30698
Total funding target for all participants2019-06-3055,419,909
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3010,081,435
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3010,081,435
Present value of excess contributions2019-06-304,602,340
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-304,876,639
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-304,876,639
Reductions in prefunding balances due to elections or deemed elections2019-06-306,000,000
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-309,378,470
Total employer contributions2019-06-307,100,000
Total employee contributions2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-306,561,746
Unpaid minimum required contributions for all prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-301,482,989
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30372,987
Additional cash requirement2019-06-30372,987
Contributions allocatedtoward minimum required contributions for current year2019-06-306,561,746
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01698
Total number of active participants reported on line 7a of the Form 55002018-07-01348
Number of retired or separated participants receiving benefits2018-07-0186
Number of other retired or separated participants entitled to future benefits2018-07-01198
Total of all active and inactive participants2018-07-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
Market value of plan assets2018-06-3064,683,610
Acturial value of plan assets2018-06-3065,341,103
Funding target for retired participants and beneficiaries receiving payment2018-06-3021,844,796
Number of terminated vested participants2018-06-30166
Fundng target for terminated vested participants2018-06-304,271,814
Active participant vested funding target2018-06-3027,385,446
Number of active participants2018-06-30406
Total funding liabilities for active participants2018-06-3027,385,446
Total participant count2018-06-30769
Total funding target for all participants2018-06-3053,502,056
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-306,192,220
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-30243,677
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-305,948,543
Present value of excess contributions2018-06-309,129,761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-309,695,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-309,695,079
Reductions in prefunding balances due to elections or deemed elections2018-06-306,000,000
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3010,081,435
Total employer contributions2018-06-304,988,000
Total employee contributions2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-304,602,340
Unpaid minimum required contributions for all prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-301,519,604
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-304,602,340
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01769
Total number of active participants reported on line 7a of the Form 55002017-07-01369
Number of retired or separated participants receiving benefits2017-07-01108
Number of other retired or separated participants entitled to future benefits2017-07-01180
Total of all active and inactive participants2017-07-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
Market value of plan assets2017-06-3057,532,960
Acturial value of plan assets2017-06-3060,304,186
Funding target for retired participants and beneficiaries receiving payment2017-06-3024,786,003
Number of terminated vested participants2017-06-30266
Fundng target for terminated vested participants2017-06-306,602,862
Active participant vested funding target2017-06-3019,971,243
Number of active participants2017-06-30367
Total funding liabilities for active participants2017-06-3021,517,547
Total participant count2017-06-30815
Total funding target for all participants2017-06-3052,906,412
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-305,225,839
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-305,225,839
Present value of excess contributions2017-06-306,569,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-306,986,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-306,986,948
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-306,100,000
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-306,192,220
Total employer contributions2017-06-3010,050,000
Total employee contributions2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-309,167,781
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,487,251
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30281,697
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-30243,677
Additional cash requirement2017-06-3038,020
Contributions allocatedtoward minimum required contributions for current year2017-06-309,167,781
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01812
Total number of active participants reported on line 7a of the Form 55002016-07-01385
Number of retired or separated participants receiving benefits2016-07-01188
Number of other retired or separated participants entitled to future benefits2016-07-01166
Total of all active and inactive participants2016-07-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-019
Total participants2016-07-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01791
Total number of active participants reported on line 7a of the Form 55002015-07-01359
Number of retired or separated participants receiving benefits2015-07-01172
Number of other retired or separated participants entitled to future benefits2015-07-01266
Total of all active and inactive participants2015-07-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0110
Total participants2015-07-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01772
Total number of active participants reported on line 7a of the Form 55002014-07-01354
Number of retired or separated participants receiving benefits2014-07-01156
Number of other retired or separated participants entitled to future benefits2014-07-01262
Total of all active and inactive participants2014-07-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-018
Total participants2014-07-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01753
Total number of active participants reported on line 7a of the Form 55002013-07-01381
Number of retired or separated participants receiving benefits2013-07-01139
Number of other retired or separated participants entitled to future benefits2013-07-01243
Total of all active and inactive participants2013-07-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-019
Total participants2013-07-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01728
Total number of active participants reported on line 7a of the Form 55002012-07-01384
Number of retired or separated participants receiving benefits2012-07-01130
Number of other retired or separated participants entitled to future benefits2012-07-01229
Total of all active and inactive participants2012-07-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0110
Total participants2012-07-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01790
Total number of active participants reported on line 7a of the Form 55002011-07-01393
Number of retired or separated participants receiving benefits2011-07-01127
Number of other retired or separated participants entitled to future benefits2011-07-01198
Total of all active and inactive participants2011-07-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0110
Total participants2011-07-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2009: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01778
Total number of active participants reported on line 7a of the Form 55002009-07-01409
Number of retired or separated participants receiving benefits2009-07-01114
Number of other retired or separated participants entitled to future benefits2009-07-01237
Total of all active and inactive participants2009-07-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-016
Total participants2009-07-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN

Measure Date Value
2022 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-395
Total unrealized appreciation/depreciation of assets2022-06-30$-395
Total transfer of assets to this plan2022-06-30$1,288,765,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-268,875,379
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$26,513,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$26,513,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$1,079,299,876
Value of total assets at beginning of year2022-06-30$85,923,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$3,344
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-295,389,302
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,079,299,876
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$85,923,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Interest earned on other investments2022-06-30$3,344
Value of interest in master investment trust accounts at end of year2022-06-30$1,079,299,876
Value of interest in master investment trust accounts at beginning of year2022-06-30$85,267,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$655,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$26,513,923
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30STAMBAUGH NESS, INC.
Accountancy firm EIN2022-06-30232846715
2021 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$17,695
Total unrealized appreciation/depreciation of assets2021-06-30$17,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$12,447,544
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,976,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,480,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$85,923,197
Value of total assets at beginning of year2021-06-30$76,451,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$495,773
Total interest from all sources2021-06-30$14,065
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$84,257
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$411,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$9,471,434
Value of net assets at end of year (total assets less liabilities)2021-06-30$85,923,197
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$76,451,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Interest earned on other investments2021-06-30$14,065
Value of interest in master investment trust accounts at end of year2021-06-30$85,267,781
Value of interest in master investment trust accounts at beginning of year2021-06-30$74,398,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$655,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$852,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,480,337
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SMITH ELLIOTT KEARNS & COMPANY LLC
Accountancy firm EIN2021-06-30520783935
2020 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-5,749
Total unrealized appreciation/depreciation of assets2020-06-30$-5,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$9,426,671
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,694,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,523,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,400,000
Value of total assets at end of year2020-06-30$76,451,763
Value of total assets at beginning of year2020-06-30$69,719,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$171,268
Total interest from all sources2020-06-30$16,308
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$158,572
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$3,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$6,731,924
Value of net assets at end of year (total assets less liabilities)2020-06-30$76,451,763
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$69,719,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$12,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,850
Interest earned on other investments2020-06-30$16,308
Value of interest in master investment trust accounts at end of year2020-06-30$74,398,869
Value of interest in master investment trust accounts at beginning of year2020-06-30$63,119,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$22,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$22,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$852,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$665,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,400,000
Employer contributions (assets) at end of year2020-06-30$1,200,000
Employer contributions (assets) at beginning of year2020-06-30$5,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,523,479
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SMITH ELLIOT KEARNS & CO. LLC
Accountancy firm EIN2020-06-30520783935
2019 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$10,947,659
Total loss/gain on sale of assets2019-06-30$2,476,132
Total of all expenses incurred2019-06-30$6,522,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,277,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,100,000
Value of total assets at end of year2019-06-30$69,719,839
Value of total assets at beginning of year2019-06-30$65,294,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$244,724
Total interest from all sources2019-06-30$608,017
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$557,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$557,363
Administrative expenses professional fees incurred2019-06-30$136,706
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$3,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$8,107
Other income not declared elsewhere2019-06-30$-5,366
Administrative expenses (other) incurred2019-06-30$108,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,425,037
Value of net assets at end of year (total assets less liabilities)2019-06-30$69,719,839
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$65,294,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$31,327,126
Value of interest in master investment trust accounts at end of year2019-06-30$63,119,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$22,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,684,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,684,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$608,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$665,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$480,326
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$4,031,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$211,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,100,000
Employer contributions (assets) at end of year2019-06-30$5,900,000
Employer contributions (assets) at beginning of year2019-06-30$3,788,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,246,118
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$23,007,159
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$77,456,521
Aggregate carrying amount (costs) on sale of assets2019-06-30$74,980,389
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2019-06-30520783935
2018 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$7,476,273
Total loss/gain on sale of assets2018-06-30$630,198
Total of all expenses incurred2018-06-30$7,182,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,933,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,988,000
Value of total assets at end of year2018-06-30$65,294,802
Value of total assets at beginning of year2018-06-30$65,001,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$249,433
Total interest from all sources2018-06-30$48,993
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,047,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,047,471
Administrative expenses professional fees incurred2018-06-30$161,381
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$8,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$34,446
Other income not declared elsewhere2018-06-30$56,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$293,710
Value of net assets at end of year (total assets less liabilities)2018-06-30$65,294,802
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$65,001,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$88,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$31,327,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$31,774,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,684,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,047,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,047,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$48,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$480,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$799,673
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$4,150,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$705,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$4,988,000
Employer contributions (assets) at end of year2018-06-30$3,788,000
Employer contributions (assets) at beginning of year2018-06-30$10,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,783,130
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$23,007,159
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$20,294,199
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$15,095,561
Aggregate carrying amount (costs) on sale of assets2018-06-30$14,465,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2018-06-30520783935
2017 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$14,138,348
Total loss/gain on sale of assets2017-06-30$2,867,470
Total of all expenses incurred2017-06-30$6,781,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$6,244,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,050,000
Value of total assets at end of year2017-06-30$65,001,092
Value of total assets at beginning of year2017-06-30$57,643,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$536,570
Total interest from all sources2017-06-30$21,893
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$814,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$814,791
Administrative expenses professional fees incurred2017-06-30$454,695
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$34,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$31,856
Other income not declared elsewhere2017-06-30$156,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$7,357,331
Value of net assets at end of year (total assets less liabilities)2017-06-30$65,001,092
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$57,643,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$81,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$31,774,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$28,522,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,047,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$531,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$531,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$21,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$799,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$4,134,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$227,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$10,050,000
Employer contributions (assets) at end of year2017-06-30$10,050,000
Employer contributions (assets) at beginning of year2017-06-30$3,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,244,447
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$20,294,199
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$20,824,074
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$18,135,302
Aggregate carrying amount (costs) on sale of assets2017-06-30$15,267,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2017-06-30520783935
2016 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$9,307,898
Total loss/gain on sale of assets2016-06-30$383,485
Total of all expenses incurred2016-06-30$2,828,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,401,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,400,000
Value of total assets at end of year2016-06-30$57,643,761
Value of total assets at beginning of year2016-06-30$51,164,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$426,631
Total interest from all sources2016-06-30$737
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$75,430
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$2,256,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$31,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$21,420
Other income not declared elsewhere2016-06-30$-245,577
Administrative expenses (other) incurred2016-06-30$262,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$6,479,561
Value of net assets at end of year (total assets less liabilities)2016-06-30$57,643,761
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$51,164,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$20,824,074
Investment advisory and management fees2016-06-30$89,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$28,522,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$46,245,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$531,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,077,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,077,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$4,134,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$563,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$769,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,400,000
Employer contributions (assets) at end of year2016-06-30$3,600,000
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,401,706
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$7,832,426
Aggregate carrying amount (costs) on sale of assets2016-06-30$7,448,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2016-06-30520783935
2015 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,919,990
Total unrealized appreciation/depreciation of assets2015-06-30$-1,919,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,823,186
Total loss/gain on sale of assets2015-06-30$867,023
Total of all expenses incurred2015-06-30$2,480,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,158,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,200,000
Value of total assets at end of year2015-06-30$51,164,200
Value of total assets at beginning of year2015-06-30$51,821,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$322,451
Total interest from all sources2015-06-30$210
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$85,696
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$2,256,825
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,559,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$21,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$7,557
Other income not declared elsewhere2015-06-30$872,536
Administrative expenses (other) incurred2015-06-30$139,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-657,363
Value of net assets at end of year (total assets less liabilities)2015-06-30$51,164,200
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$51,821,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$96,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$46,245,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$42,251,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,077,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,639,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,639,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$563,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$512,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$803,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,200,000
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$4,850,000
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,158,098
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$35,694,444
Aggregate carrying amount (costs) on sale of assets2015-06-30$34,827,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2015-06-30520783935
2014 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$3,376,569
Total unrealized appreciation/depreciation of assets2014-06-30$3,376,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$13,580,210
Total loss/gain on sale of assets2014-06-30$332,082
Total of all expenses incurred2014-06-30$2,277,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,921,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$8,510,000
Value of total assets at end of year2014-06-30$51,821,563
Value of total assets at beginning of year2014-06-30$40,518,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$355,083
Total interest from all sources2014-06-30$166
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$102,922
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,559,677
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$1,432,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$7,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$12
Other income not declared elsewhere2014-06-30$680,581
Administrative expenses (other) incurred2014-06-30$153,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$11,303,154
Value of net assets at end of year (total assets less liabilities)2014-06-30$51,821,563
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$40,518,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$98,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$42,251,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$35,218,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,639,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,836,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,836,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$512,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$781,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$677,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$8,510,000
Employer contributions (assets) at end of year2014-06-30$4,850,000
Employer contributions (assets) at beginning of year2014-06-30$1,250,000
Income. Dividends from common stock2014-06-30$2,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,921,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$6,620,202
Aggregate carrying amount (costs) on sale of assets2014-06-30$6,288,120
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2014-06-30520783935
2013 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$125,653
Total unrealized appreciation/depreciation of assets2013-06-30$125,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$6,994,751
Total loss/gain on sale of assets2013-06-30$1,009,727
Total of all expenses incurred2013-06-30$2,142,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,857,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,290,000
Value of total assets at end of year2013-06-30$40,518,409
Value of total assets at beginning of year2013-06-30$35,666,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$284,970
Total interest from all sources2013-06-30$183
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$42,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$67,267
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,432,265
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,256,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$2,480
Other income not declared elsewhere2013-06-30$728,858
Administrative expenses (other) incurred2013-06-30$110,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,852,157
Value of net assets at end of year (total assets less liabilities)2013-06-30$40,518,409
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$35,666,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$106,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$35,218,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$28,642,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,836,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,275,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,275,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$781,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$585,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$797,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,290,000
Employer contributions (assets) at end of year2013-06-30$1,250,000
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from common stock2013-06-30$42,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,857,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$1,904,546
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$27,135,793
Aggregate carrying amount (costs) on sale of assets2013-06-30$26,126,066
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2013-06-30520783935
2012 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$134,634
Total unrealized appreciation/depreciation of assets2012-06-30$134,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$4,044,443
Total loss/gain on sale of assets2012-06-30$232,779
Total of all expenses incurred2012-06-30$1,922,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,638,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,160,000
Value of total assets at end of year2012-06-30$35,666,252
Value of total assets at beginning of year2012-06-30$33,544,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$283,792
Total interest from all sources2012-06-30$205
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$46,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$62,875
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,256,205
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$1,091,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$2,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$3,117
Other income not declared elsewhere2012-06-30$49,054
Administrative expenses (other) incurred2012-06-30$79,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,122,120
Value of net assets at end of year (total assets less liabilities)2012-06-30$35,666,252
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$33,544,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$141,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$28,642,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$22,104,200
Interest earned on other investments2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,275,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,601,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,601,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$585,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$543,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$421,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,160,000
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$3,050,000
Income. Dividends from common stock2012-06-30$46,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,638,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$1,904,546
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$5,149,881
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$13,258,370
Aggregate carrying amount (costs) on sale of assets2012-06-30$13,025,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2012-06-30520783935
2011 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$3,098,293
Total unrealized appreciation/depreciation of assets2011-06-30$3,098,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$65,255
Total income from all sources (including contributions)2011-06-30$9,682,153
Total loss/gain on sale of assets2011-06-30$476,628
Total of all expenses incurred2011-06-30$1,894,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,597,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,530,000
Value of total assets at end of year2011-06-30$33,544,132
Value of total assets at beginning of year2011-06-30$25,821,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$296,505
Total interest from all sources2011-06-30$126
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$53,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$57,269
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$1,091,710
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$630,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$3,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$4,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$65,255
Other income not declared elsewhere2011-06-30$114,667
Administrative expenses (other) incurred2011-06-30$99,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$7,787,867
Value of net assets at end of year (total assets less liabilities)2011-06-30$33,544,132
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$25,756,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$139,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$22,104,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$18,062,609
Interest earned on other investments2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,601,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$322,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$322,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$543,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$537,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$408,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,530,000
Employer contributions (assets) at end of year2011-06-30$3,050,000
Employer contributions (assets) at beginning of year2011-06-30$1,092,000
Income. Dividends from common stock2011-06-30$53,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,597,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$5,149,881
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$5,171,807
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$31,684,963
Aggregate carrying amount (costs) on sale of assets2011-06-30$31,208,335
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2011-06-30520783935
2010 : THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN

2022: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421512
Policy instance 1
Insurance contract or identification number421512
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-12-15
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421512
Policy instance 1
Insurance contract or identification number421512
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered639
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered637
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered748
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered807
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered780
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered777
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered753
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered728
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21512
Policy instance 1
Insurance contract or identification number4-21512
Number of Individuals Covered793
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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