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SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameSAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN
Plan identification number 002

SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

SAINT VINCENT HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:SAINT VINCENT HEALTH SYSTEM
Employer identification number (EIN):251406710
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY 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
0022016-07-01BETH ROSS
0022015-07-01BETH ROSS
0022014-07-01RACHEL FUNK
0022013-07-01RACHEL FUNK
0022012-07-01RACHEL FUNK KEVIN KUORDA2014-04-15
0022011-07-01RACHEL FUNK KEVIN KURODA2013-04-05
0022009-07-01CAROLYN ARNEMAN KEVIN KURODA2011-04-14

Plan Statistics for SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,738
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,861
Total number of active participants reported on line 7a of the Form 55002021-07-01924
Number of retired or separated participants receiving benefits2021-07-0141
Number of other retired or separated participants entitled to future benefits2021-07-01754
Total of all active and inactive participants2021-07-011,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0119
Total participants2021-07-011,738
Number of participants with account balances2021-07-011,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,963
Total number of active participants reported on line 7a of the Form 55002020-07-011,008
Number of retired or separated participants receiving benefits2020-07-0119
Number of other retired or separated participants entitled to future benefits2020-07-01811
Total of all active and inactive participants2020-07-011,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0123
Total participants2020-07-011,861
Number of participants with account balances2020-07-011,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012,090
Total number of active participants reported on line 7a of the Form 55002019-07-011,078
Number of retired or separated participants receiving benefits2019-07-0140
Number of other retired or separated participants entitled to future benefits2019-07-01825
Total of all active and inactive participants2019-07-011,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0120
Total participants2019-07-011,963
Number of participants with account balances2019-07-011,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012,241
Total number of active participants reported on line 7a of the Form 55002018-07-011,287
Number of retired or separated participants receiving benefits2018-07-0134
Number of other retired or separated participants entitled to future benefits2018-07-01748
Total of all active and inactive participants2018-07-012,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0121
Total participants2018-07-012,090
Number of participants with account balances2018-07-012,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012,370
Total number of active participants reported on line 7a of the Form 55002017-07-011,364
Number of retired or separated participants receiving benefits2017-07-0136
Number of other retired or separated participants entitled to future benefits2017-07-01823
Total of all active and inactive participants2017-07-012,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0118
Total participants2017-07-012,241
Number of participants with account balances2017-07-012,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012,495
Total number of active participants reported on line 7a of the Form 55002016-07-011,448
Number of retired or separated participants receiving benefits2016-07-0139
Number of other retired or separated participants entitled to future benefits2016-07-01865
Total of all active and inactive participants2016-07-012,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0118
Total participants2016-07-012,370
Number of participants with account balances2016-07-012,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,655
Total number of active participants reported on line 7a of the Form 55002015-07-011,585
Number of retired or separated participants receiving benefits2015-07-0134
Number of other retired or separated participants entitled to future benefits2015-07-01860
Total of all active and inactive participants2015-07-012,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0116
Total participants2015-07-012,495
Number of participants with account balances2015-07-012,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,849
Total number of active participants reported on line 7a of the Form 55002014-07-011,750
Number of retired or separated participants receiving benefits2014-07-0133
Number of other retired or separated participants entitled to future benefits2014-07-01858
Total of all active and inactive participants2014-07-012,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0114
Total participants2014-07-012,655
Number of participants with account balances2014-07-012,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-013,480
Total number of active participants reported on line 7a of the Form 55002013-07-012,038
Number of retired or separated participants receiving benefits2013-07-0125
Number of other retired or separated participants entitled to future benefits2013-07-01776
Total of all active and inactive participants2013-07-012,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0110
Total participants2013-07-012,849
Number of participants with account balances2013-07-012,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012,804
Total number of active participants reported on line 7a of the Form 55002012-07-012,789
Number of retired or separated participants receiving benefits2012-07-018
Number of other retired or separated participants entitled to future benefits2012-07-01668
Total of all active and inactive participants2012-07-013,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0115
Total participants2012-07-013,480
Number of participants with account balances2012-07-013,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-013,014
Total number of active participants reported on line 7a of the Form 55002011-07-012,245
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-01532
Total of all active and inactive participants2011-07-012,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-012,787
Number of participants with account balances2011-07-012,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,634
Total number of active participants reported on line 7a of the Form 55002009-07-011,434
Number of retired or separated participants receiving benefits2009-07-013
Number of other retired or separated participants entitled to future benefits2009-07-01194
Total of all active and inactive participants2009-07-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-011,634
Number of participants with account balances2009-07-011,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total transfer of assets from this plan2023-06-30$72,026,479
Total income from all sources (including contributions)2023-06-30$9,829,951
Total of all expenses incurred2023-06-30$12,297,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$12,178,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$0
Value of total assets at end of year2023-06-30$0
Value of total assets at beginning of year2023-06-30$74,494,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$119,200
Total interest from all sources2023-06-30$6,983
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,140,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,140,423
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$14,000,000
If this is an individual account plan, was there a blackout period2023-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$0
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$138,981
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$2,804,410
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$780
Other income not declared elsewhere2023-06-30$327,315
Administrative expenses (other) incurred2023-06-30$68,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-2,467,991
Value of net assets at end of year (total assets less liabilities)2023-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$74,494,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$50,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$70,616,776
Interest on participant loans2023-06-30$6,876
Interest earned on other investments2023-06-30$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$933,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$8,355,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$12,178,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30Yes
Did the plan have assets held for investment2023-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30Yes
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30BAKER TILLY US, LLP
Accountancy firm EIN2023-06-30390859910
2022 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-17,290,997
Total of all expenses incurred2022-06-30$13,601,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,490,579
Expenses. Certain deemed distributions of participant loans2022-06-30$1,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$129,674
Value of total assets at end of year2022-06-30$74,494,470
Value of total assets at beginning of year2022-06-30$105,387,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$109,435
Total interest from all sources2022-06-30$11,888
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,904,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,904,854
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$15,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$129,674
Participant contributions at end of year2022-06-30$138,981
Participant contributions at beginning of year2022-06-30$231,620
Assets. Other investments not covered elsewhere at end of year2022-06-30$2,804,410
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$3,322,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$780
Other income not declared elsewhere2022-06-30$-518,528
Administrative expenses (other) incurred2022-06-30$74,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-30,892,900
Value of net assets at end of year (total assets less liabilities)2022-06-30$74,494,470
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$105,387,370
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
Investment advisory and management fees2022-06-30$35,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$70,616,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$101,064,803
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$11,779
Interest earned on other investments2022-06-30$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$933,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$767,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-18,818,885
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$13,490,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BAKER TILLY US, LLP
Accountancy firm EIN2022-06-30390859910
2021 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$27,348,084
Total of all expenses incurred2021-06-30$7,176,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,079,356
Expenses. Certain deemed distributions of participant loans2021-06-30$1,240
Value of total assets at end of year2021-06-30$105,387,370
Value of total assets at beginning of year2021-06-30$85,215,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$95,699
Total interest from all sources2021-06-30$18,601
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,311,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,311,499
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
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
Participant contributions at end of year2021-06-30$231,620
Participant contributions at beginning of year2021-06-30$414,758
Assets. Other investments not covered elsewhere at end of year2021-06-30$3,322,938
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$2,998,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,446
Other income not declared elsewhere2021-06-30$881,073
Administrative expenses (other) incurred2021-06-30$78,380
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$20,171,789
Value of net assets at end of year (total assets less liabilities)2021-06-30$105,387,370
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$85,215,581
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
Investment advisory and management fees2021-06-30$17,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$101,064,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$71,763,571
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,472,518
Interest on participant loans2021-06-30$18,493
Interest earned on other investments2021-06-30$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$767,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$564,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$25,073,999
Net investment gain/loss from pooled separate accounts2021-06-30$62,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,079,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
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 name2021-06-30BAKER TILLY US, LLP
Accountancy firm EIN2021-06-30390859910
2020 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$7,381,933
Total of all expenses incurred2020-06-30$9,836,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,658,181
Expenses. Certain deemed distributions of participant loans2020-06-30$58,773
Value of total assets at end of year2020-06-30$85,215,581
Value of total assets at beginning of year2020-06-30$87,669,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$119,188
Total interest from all sources2020-06-30$29,014
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,027,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,027,397
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$414,758
Participant contributions at beginning of year2020-06-30$640,669
Assets. Other investments not covered elsewhere at end of year2020-06-30$2,998,659
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$2,422,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$2,626
Other income not declared elsewhere2020-06-30$74,970
Administrative expenses (other) incurred2020-06-30$85,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-2,454,209
Value of net assets at end of year (total assets less liabilities)2020-06-30$85,215,581
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$87,669,790
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
Investment advisory and management fees2020-06-30$33,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$71,763,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$74,228,211
Value of interest in pooled separate accounts at end of year2020-06-30$9,472,518
Value of interest in pooled separate accounts at beginning of year2020-06-30$9,965,350
Interest on participant loans2020-06-30$28,907
Interest earned on other investments2020-06-30$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$564,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$410,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$6,097,625
Net investment gain/loss from pooled separate accounts2020-06-30$152,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$9,658,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
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 name2020-06-30BAKER TILLY US, LLP
Accountancy firm EIN2020-06-30390859910
2019 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$5,643,698
Total of all expenses incurred2019-06-30$9,095,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,807,133
Expenses. Certain deemed distributions of participant loans2019-06-30$173,802
Value of total assets at end of year2019-06-30$87,669,790
Value of total assets at beginning of year2019-06-30$91,121,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$114,670
Total interest from all sources2019-06-30$37,151
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,141,358
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$1,141,358
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
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
Participant contributions at end of year2019-06-30$640,669
Participant contributions at beginning of year2019-06-30$938,812
Assets. Other investments not covered elsewhere at end of year2019-06-30$2,422,794
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,953,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$2,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$5,344
Other income not declared elsewhere2019-06-30$127,788
Administrative expenses (other) incurred2019-06-30$93,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-3,451,907
Value of net assets at end of year (total assets less liabilities)2019-06-30$87,669,790
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$91,121,697
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
Investment advisory and management fees2019-06-30$21,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$74,228,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$76,977,326
Value of interest in pooled separate accounts at end of year2019-06-30$9,965,350
Value of interest in pooled separate accounts at beginning of year2019-06-30$11,000,469
Interest on participant loans2019-06-30$37,045
Interest earned on other investments2019-06-30$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$410,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$246,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$4,174,178
Net investment gain/loss from pooled separate accounts2019-06-30$163,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,807,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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
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 name2019-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-06-30390859910
2018 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total transfer of assets to this plan2018-06-30$10,251
Total income from all sources (including contributions)2018-06-30$9,945,109
Total of all expenses incurred2018-06-30$6,689,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,505,482
Expenses. Certain deemed distributions of participant loans2018-06-30$28,050
Value of total assets at end of year2018-06-30$91,121,697
Value of total assets at beginning of year2018-06-30$87,856,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$156,442
Total interest from all sources2018-06-30$43,540
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,113,868
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$1,113,868
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
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
Participant contributions at end of year2018-06-30$938,812
Participant contributions at beginning of year2018-06-30$1,009,995
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,953,250
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$2,225,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$5,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$1,719
Other income not declared elsewhere2018-06-30$247,882
Administrative expenses (other) incurred2018-06-30$131,446
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$3,255,135
Value of net assets at end of year (total assets less liabilities)2018-06-30$91,121,697
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$87,856,311
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$24,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$76,977,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$73,414,319
Value of interest in pooled separate accounts at end of year2018-06-30$11,000,469
Value of interest in pooled separate accounts at beginning of year2018-06-30$11,123,578
Interest on participant loans2018-06-30$43,435
Interest earned on other investments2018-06-30$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$246,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$80,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$8,388,919
Net investment gain/loss from pooled separate accounts2018-06-30$150,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,505,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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
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 name2018-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-06-30390859910
2017 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$11,468,235
Total of all expenses incurred2017-06-30$4,965,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,856,880
Expenses. Certain deemed distributions of participant loans2017-06-30$1,864
Value of total assets at end of year2017-06-30$87,856,311
Value of total assets at beginning of year2017-06-30$81,353,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$106,633
Total interest from all sources2017-06-30$47,068
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$862,855
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$862,855
Administrative expenses professional fees incurred2017-06-30$13,250
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$1,009,995
Participant contributions at beginning of year2017-06-30$1,132,522
Assets. Other investments not covered elsewhere at end of year2017-06-30$2,225,954
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$1,952,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$1,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$1,848
Other income not declared elsewhere2017-06-30$268,497
Administrative expenses (other) incurred2017-06-30$56,558
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
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$6,502,858
Value of net assets at end of year (total assets less liabilities)2017-06-30$87,856,311
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$81,353,453
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$36,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$73,414,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$66,610,495
Value of interest in pooled separate accounts at end of year2017-06-30$11,123,578
Value of interest in pooled separate accounts at beginning of year2017-06-30$11,608,710
Interest on participant loans2017-06-30$46,964
Interest earned on other investments2017-06-30$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$80,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$47,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$10,134,757
Net investment gain/loss from pooled separate accounts2017-06-30$155,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,856,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-06-30390859910
2016 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$-1,601,031
Total of all expenses incurred2016-06-30$5,299,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,934,379
Expenses. Certain deemed distributions of participant loans2016-06-30$5,900
Value of total assets at end of year2016-06-30$81,353,453
Value of total assets at beginning of year2016-06-30$88,254,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$359,400
Total interest from all sources2016-06-30$48,633
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$826,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$826,789
Administrative expenses professional fees incurred2016-06-30$13,250
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
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
Participant contributions at end of year2016-06-30$1,132,522
Participant contributions at beginning of year2016-06-30$1,226,602
Assets. Other investments not covered elsewhere at end of year2016-06-30$1,952,847
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,599,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$1,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$3,766
Other income not declared elsewhere2016-06-30$12,833
Administrative expenses (other) incurred2016-06-30$302,548
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$44,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-6,900,710
Value of net assets at end of year (total assets less liabilities)2016-06-30$81,353,453
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$88,254,163
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
Investment advisory and management fees2016-06-30$43,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$66,610,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$74,001,929
Value of interest in pooled separate accounts at end of year2016-06-30$11,608,710
Value of interest in pooled separate accounts at beginning of year2016-06-30$11,367,687
Interest on participant loans2016-06-30$48,530
Interest earned on other investments2016-06-30$103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$47,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$10,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-2,648,519
Net investment gain/loss from pooled separate accounts2016-06-30$159,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,934,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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
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 name2016-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-06-30390859910
2015 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$4,700,930
Total of all expenses incurred2015-06-30$8,460,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$8,042,903
Expenses. Certain deemed distributions of participant loans2015-06-30$2,302
Value of total assets at end of year2015-06-30$88,254,163
Value of total assets at beginning of year2015-06-30$92,013,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$415,185
Total interest from all sources2015-06-30$49,367
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,055,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,055,822
Administrative expenses professional fees incurred2015-06-30$15,428
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
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
Participant contributions at end of year2015-06-30$1,226,602
Participant contributions at beginning of year2015-06-30$1,157,429
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,599,121
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,794,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$3,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$831
Other income not declared elsewhere2015-06-30$13,804
Administrative expenses (other) incurred2015-06-30$328,165
Total non interest bearing cash at end of year2015-06-30$44,769
Total non interest bearing cash at beginning of year2015-06-30$97,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,759,460
Value of net assets at end of year (total assets less liabilities)2015-06-30$88,254,163
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$92,013,623
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$71,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$74,001,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$77,030,134
Value of interest in pooled separate accounts at end of year2015-06-30$11,367,687
Value of interest in pooled separate accounts at beginning of year2015-06-30$11,921,453
Interest on participant loans2015-06-30$49,248
Interest earned on other investments2015-06-30$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$10,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$12,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,423,359
Net investment gain/loss from pooled separate accounts2015-06-30$158,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$8,042,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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
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 name2015-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-30390859910
2014 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$15,259,725
Total of all expenses incurred2014-06-30$9,107,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,682,936
Expenses. Certain deemed distributions of participant loans2014-06-30$26,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$298,395
Value of total assets at end of year2014-06-30$92,013,623
Value of total assets at beginning of year2014-06-30$85,861,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$398,093
Total interest from all sources2014-06-30$49,781
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$688,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$688,905
Administrative expenses professional fees incurred2014-06-30$15,500
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
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
Contributions received from participants2014-06-30$281,349
Participant contributions at end of year2014-06-30$1,157,429
Participant contributions at beginning of year2014-06-30$1,125,031
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,794,107
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$2,008,864
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$17,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,681
Other income not declared elsewhere2014-06-30$290,160
Administrative expenses (other) incurred2014-06-30$344,416
Total non interest bearing cash at end of year2014-06-30$97,631
Total non interest bearing cash at beginning of year2014-06-30$140,070
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$6,152,489
Value of net assets at end of year (total assets less liabilities)2014-06-30$92,013,623
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$85,861,134
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$38,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$77,030,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$69,250,436
Value of interest in pooled separate accounts at end of year2014-06-30$11,921,453
Value of interest in pooled separate accounts at beginning of year2014-06-30$13,323,219
Interest on participant loans2014-06-30$49,611
Interest earned on other investments2014-06-30$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$12,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$11,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$13,747,167
Net investment gain/loss from pooled separate accounts2014-06-30$185,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$8,682,936
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
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
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 name2014-06-30BKD, LLP
Accountancy firm EIN2014-06-30440160260
2013 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$16,258,561
Total of all expenses incurred2013-06-30$5,586,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,501,085
Expenses. Certain deemed distributions of participant loans2013-06-30$9,406
Value of total corrective distributions2013-06-30$12,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$7,388,148
Value of total assets at end of year2013-06-30$85,861,134
Value of total assets at beginning of year2013-06-30$75,188,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$63,726
Total interest from all sources2013-06-30$68,119
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,008,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,008,342
Administrative expenses professional fees incurred2013-06-30$19,821
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
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
Contributions received from participants2013-06-30$7,159,224
Participant contributions at end of year2013-06-30$1,125,031
Participant contributions at beginning of year2013-06-30$753,021
Assets. Other investments not covered elsewhere at end of year2013-06-30$2,008,864
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,305,961
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$220,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$381
Other income not declared elsewhere2013-06-30$196,816
Administrative expenses (other) incurred2013-06-30$11,365
Total non interest bearing cash at end of year2013-06-30$140,070
Total non interest bearing cash at beginning of year2013-06-30$115,101
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$10,672,158
Value of net assets at end of year (total assets less liabilities)2013-06-30$85,861,134
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$75,188,976
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$69,250,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$54,675,833
Value of interest in pooled separate accounts at end of year2013-06-30$13,323,219
Value of interest in pooled separate accounts at beginning of year2013-06-30$9,052,239
Interest on participant loans2013-06-30$37,558
Interest earned on other investments2013-06-30$30,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$11,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$9,286,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$7,412,956
Net investment gain/loss from pooled separate accounts2013-06-30$184,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
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$8,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,501,085
Contract administrator fees2013-06-30$40
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
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
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 name2013-06-30MALIN, BERGQUIST & CO.,LLP
Accountancy firm EIN2013-06-30251406710
2012 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$7,373,191
Total of all expenses incurred2012-06-30$4,792,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,718,387
Expenses. Certain deemed distributions of participant loans2012-06-30$9,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,006,640
Value of total assets at end of year2012-06-30$75,188,976
Value of total assets at beginning of year2012-06-30$72,608,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$64,780
Total interest from all sources2012-06-30$396,119
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$785,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$785,635
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
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
Contributions received from participants2012-06-30$6,810,732
Participant contributions at end of year2012-06-30$753,021
Participant contributions at beginning of year2012-06-30$827,692
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,305,961
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$1,544,469
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$195,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$453
Other income not declared elsewhere2012-06-30$-52,282
Administrative expenses (other) incurred2012-06-30$16,114
Total non interest bearing cash at end of year2012-06-30$115,101
Total non interest bearing cash at beginning of year2012-06-30$128,202
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$2,580,543
Value of net assets at end of year (total assets less liabilities)2012-06-30$75,188,976
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$72,608,433
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
Investment advisory and management fees2012-06-30$48,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$54,675,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$52,932,754
Value of interest in pooled separate accounts at end of year2012-06-30$9,052,239
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,743,085
Interest on participant loans2012-06-30$34,444
Interest earned on other investments2012-06-30$361,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$9,286,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$9,431,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-902,933
Net investment gain/loss from pooled separate accounts2012-06-30$140,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,718,387
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
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
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 name2012-06-30MALIN,BERGQUIST & CO.,LLP
Accountancy firm EIN2012-06-30251406710
2011 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$18,092,029
Total of all expenses incurred2011-06-30$3,999,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,901,602
Expenses. Certain deemed distributions of participant loans2011-06-30$15,825
Value of total corrective distributions2011-06-30$523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$7,070,786
Value of total assets at end of year2011-06-30$72,608,433
Value of total assets at beginning of year2011-06-30$58,515,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$81,566
Total interest from all sources2011-06-30$350,668
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$488,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$488,845
Administrative expenses professional fees incurred2011-06-30$11,150
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
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
Contributions received from participants2011-06-30$6,793,922
Participant contributions at end of year2011-06-30$827,692
Participant contributions at beginning of year2011-06-30$793,099
Assets. Other investments not covered elsewhere at end of year2011-06-30$1,544,469
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$1,372,495
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$276,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,319,492
Other income not declared elsewhere2011-06-30$320,313
Administrative expenses (other) incurred2011-06-30$21,168
Total non interest bearing cash at end of year2011-06-30$128,202
Total non interest bearing cash at beginning of year2011-06-30$142,643
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$14,092,513
Value of net assets at end of year (total assets less liabilities)2011-06-30$72,608,433
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$58,515,920
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
Investment advisory and management fees2011-06-30$49,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$52,932,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$41,253,188
Value of interest in pooled separate accounts at end of year2011-06-30$7,743,085
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,921,235
Interest on participant loans2011-06-30$40,987
Interest earned on other investments2011-06-30$309,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$9,431,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$8,713,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$9,712,974
Net investment gain/loss from pooled separate accounts2011-06-30$148,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,901,602
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
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
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 name2011-06-30MALIN,BERGQUIST & CO.,LLP
Accountancy firm EIN2011-06-30251406710
2010 : SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY 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 SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN

2022: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SAINT VINCENT HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered1738
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered1861
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered1963
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2090
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2241
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2495
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2655
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2849
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered3018
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456556-01
Policy instance 2
Insurance contract or identification number456556-01
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456556-01
Policy instance 2
Insurance contract or identification number456556-01
Number of Individuals Covered334
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2787
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456556-01
Policy instance 2
Insurance contract or identification number456556-01
Number of Individuals Covered349
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $701
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069120
Policy instance 1
Insurance contract or identification numberTT069120
Number of Individuals Covered2724
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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