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TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 012

TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:TRINITY HEALTH CORPORATION
Employer identification number (EIN):351443425
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TRINITY HEALTH CORPORATION

Jurisdiction of Incorporation: South Dakota Secretary of State
Incorporation Date:
Company Identification Number: FN010643

More information about TRINITY HEALTH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122022-01-01
0122022-01-01
0122021-01-01
0122021-01-01
0122020-01-01
0122019-01-01
0122018-01-01
0122017-01-01JEANETTE FRANCK
0122016-01-01JEANETTE FRANCK
0122015-01-01JEANETTE FRANCK
0122014-01-01SILVIA FRANK
0122013-01-01SILVIA FRANK
0122012-01-01SILVIA FRANK
0122011-01-01SILVIA FRANK
0122010-01-01SILVIA FRANK
0122009-01-01JEANETTE FRANCK JEANETTE FRANCK2010-10-04
0122009-01-01JEANETTE FRANCK JEANETTE FRANCK2010-09-16
0122009-01-01JEANETTE FRANCK JEANETTE FRANCK2010-09-16

Plan Statistics for TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,925
Total number of active participants reported on line 7a of the Form 55002022-01-015,942
Number of retired or separated participants receiving benefits2022-01-01338
Number of other retired or separated participants entitled to future benefits2022-01-013,731
Total of all active and inactive participants2022-01-0110,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0171
Total participants2022-01-0110,082
Number of participants with account balances2022-01-019,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01189
2021: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,705
Total number of active participants reported on line 7a of the Form 55002021-01-016,709
Number of retired or separated participants receiving benefits2021-01-01320
Number of other retired or separated participants entitled to future benefits2021-01-013,827
Total of all active and inactive participants2021-01-0110,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0169
Total participants2021-01-0110,925
Number of participants with account balances2021-01-0110,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01179
2020: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,571
Total number of active participants reported on line 7a of the Form 55002020-01-016,526
Number of retired or separated participants receiving benefits2020-01-01310
Number of other retired or separated participants entitled to future benefits2020-01-013,806
Total of all active and inactive participants2020-01-0110,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0163
Total participants2020-01-0110,705
Number of participants with account balances2020-01-0110,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01134
2019: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,593
Total number of active participants reported on line 7a of the Form 55002019-01-012,225
Number of retired or separated participants receiving benefits2019-01-01299
Number of other retired or separated participants entitled to future benefits2019-01-0110,976
Total of all active and inactive participants2019-01-0113,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0171
Total participants2019-01-0113,571
Number of participants with account balances2019-01-0113,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01171
2018: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115,564
Total number of active participants reported on line 7a of the Form 55002018-01-013,421
Number of retired or separated participants receiving benefits2018-01-01173
Number of other retired or separated participants entitled to future benefits2018-01-0111,936
Total of all active and inactive participants2018-01-0115,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0163
Total participants2018-01-0115,593
Number of participants with account balances2018-01-0115,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0176
2017: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,035
Total number of active participants reported on line 7a of the Form 55002017-01-012,768
Number of retired or separated participants receiving benefits2017-01-01190
Number of other retired or separated participants entitled to future benefits2017-01-0112,543
Total of all active and inactive participants2017-01-0115,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0163
Total participants2017-01-0115,564
Number of participants with account balances2017-01-0115,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01124
2016: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,794
Total number of active participants reported on line 7a of the Form 55002016-01-012,285
Number of retired or separated participants receiving benefits2016-01-01148
Number of other retired or separated participants entitled to future benefits2016-01-017,564
Total of all active and inactive participants2016-01-019,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0137
Total participants2016-01-0110,034
Number of participants with account balances2016-01-0110,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01159
2015: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,100
Total number of active participants reported on line 7a of the Form 55002015-01-012,135
Number of retired or separated participants receiving benefits2015-01-01138
Number of other retired or separated participants entitled to future benefits2015-01-018,480
Total of all active and inactive participants2015-01-0110,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0136
Total participants2015-01-0110,789
Number of participants with account balances2015-01-0110,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0180
2014: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,499
Total number of active participants reported on line 7a of the Form 55002014-01-011,231
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-019,701
Total of all active and inactive participants2014-01-0111,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0172
Total participants2014-01-0111,094
Number of participants with account balances2014-01-0111,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,327
Total number of active participants reported on line 7a of the Form 55002013-01-017,256
Number of retired or separated participants receiving benefits2013-01-0174
Number of other retired or separated participants entitled to future benefits2013-01-014,103
Total of all active and inactive participants2013-01-0111,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0166
Total participants2013-01-0111,499
Number of participants with account balances2013-01-0111,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,868
Total number of active participants reported on line 7a of the Form 55002012-01-011,450
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-017,771
Total of all active and inactive participants2012-01-019,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0152
Total participants2012-01-019,327
Number of participants with account balances2012-01-019,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,517
Total number of active participants reported on line 7a of the Form 55002011-01-011,577
Number of retired or separated participants receiving benefits2011-01-0139
Number of other retired or separated participants entitled to future benefits2011-01-017,212
Total of all active and inactive participants2011-01-018,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0140
Total participants2011-01-018,868
Number of participants with account balances2011-01-018,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,410
Total number of active participants reported on line 7a of the Form 55002010-01-011,535
Number of retired or separated participants receiving benefits2010-01-0121
Number of other retired or separated participants entitled to future benefits2010-01-015,924
Total of all active and inactive participants2010-01-017,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0137
Total participants2010-01-017,517
Number of participants with account balances2010-01-017,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,174
Total number of active participants reported on line 7a of the Form 55002009-01-012,153
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-015,199
Total of all active and inactive participants2009-01-017,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-017,410
Number of participants with account balances2009-01-017,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-117,880,684
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$77,748,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$77,153,516
Expenses. Certain deemed distributions of participant loans2022-12-31$55,436
Value of total corrective distributions2022-12-31$49,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,354,552
Value of total assets at end of year2022-12-31$654,678,605
Value of total assets at beginning of year2022-12-31$850,307,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$489,524
Total interest from all sources2022-12-31$-1,450,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,741,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,741,088
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,693,745
Participant contributions at end of year2022-12-31$3,603,813
Participant contributions at beginning of year2022-12-31$4,092,381
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,902,095
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$21,248,476
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,955,131
Other income not declared elsewhere2022-12-31$719,082
Administrative expenses (other) incurred2022-12-31$434,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-195,628,997
Value of net assets at end of year (total assets less liabilities)2022-12-31$654,678,605
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$850,307,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$54,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$105,804,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$714,209,437
Value of interest in pooled separate accounts at end of year2022-12-31$91,316
Value of interest in pooled separate accounts at beginning of year2022-12-31$88,451
Interest on participant loans2022-12-31$187,240
Interest earned on other investments2022-12-31$-1,819,849
Value of interest in common/collective trusts at end of year2022-12-31$422,568,420
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,419,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,244,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,244,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$181,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$97,288,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$102,423,866
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$37,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-172,353,498
Net investment gain/loss from pooled separate accounts2022-12-31$7,361
Net investment gain or loss from common/collective trusts2022-12-31$20,101,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,705,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$77,115,888
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$131,536,918
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$84,005,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$83,472,589
Expenses. Certain deemed distributions of participant loans2021-12-31$50,515
Value of total corrective distributions2021-12-31$684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,645,948
Value of total assets at end of year2021-12-31$850,307,602
Value of total assets at beginning of year2021-12-31$802,776,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$482,003
Total interest from all sources2021-12-31$2,798,852
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,588,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$30,588,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,067,307
Participant contributions at end of year2021-12-31$4,092,381
Participant contributions at beginning of year2021-12-31$4,838,894
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,248,476
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,634,856
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,933,070
Other income not declared elsewhere2021-12-31$862,655
Administrative expenses (other) incurred2021-12-31$437,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$47,531,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$850,307,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$802,776,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$714,209,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$656,251,110
Value of interest in pooled separate accounts at end of year2021-12-31$88,451
Value of interest in pooled separate accounts at beginning of year2021-12-31$87,895
Interest on participant loans2021-12-31$251,936
Interest earned on other investments2021-12-31$2,557,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,244,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,756,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,756,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-10,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$102,423,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$111,207,511
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$73,626,909
Net investment gain/loss from pooled separate accounts2021-12-31$13,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,645,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$83,461,790
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$136,148,389
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$82,389,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,867,222
Expenses. Certain deemed distributions of participant loans2020-12-31$113,717
Value of total corrective distributions2020-12-31$321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,413,981
Value of total assets at end of year2020-12-31$802,776,475
Value of total assets at beginning of year2020-12-31$749,017,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$407,954
Total interest from all sources2020-12-31$3,476,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,130,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$20,130,535
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,782,100
Participant contributions at end of year2020-12-31$4,838,894
Participant contributions at beginning of year2020-12-31$7,093,594
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,634,856
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$58,809
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,716,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$700,631,964
Other income not declared elsewhere2020-12-31$722,660
Administrative expenses (other) incurred2020-12-31$397,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$53,759,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$802,776,475
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$749,017,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$656,251,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,232,509
Value of interest in pooled separate accounts at end of year2020-12-31$87,895
Value of interest in pooled separate accounts at beginning of year2020-12-31$92,981
Interest on participant loans2020-12-31$320,438
Interest earned on other investments2020-12-31$3,110,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,756,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$111,207,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,907,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$86,405,357
Net investment gain/loss from pooled separate accounts2020-12-31$-715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,915,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,867,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$166,932,087
Total of all expenses incurred2019-12-31$104,237,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$103,402,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,251,806
Value of total assets at end of year2019-12-31$749,017,300
Value of total assets at beginning of year2019-12-31$686,322,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$834,763
Total interest from all sources2019-12-31$4,186,272
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,275,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,275,535
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,659,157
Participant contributions at end of year2019-12-31$7,093,594
Participant contributions at beginning of year2019-12-31$7,842,376
Assets. Other investments not covered elsewhere at end of year2019-12-31$58,809
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,629,879
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,045,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$700,631,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,680,050
Administrative expenses (other) incurred2019-12-31$834,763
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$145,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$62,695,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$749,017,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$686,322,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,232,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$542,435,582
Value of interest in pooled separate accounts at end of year2019-12-31$92,981
Value of interest in pooled separate accounts at beginning of year2019-12-31$105,220
Interest on participant loans2019-12-31$432,282
Interest earned on other investments2019-12-31$3,753,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,907,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$126,164,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$124,533,059
Net investment gain/loss from pooled separate accounts2019-12-31$5,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,547,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$103,402,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,702,307
Total income from all sources (including contributions)2018-12-31$-1,630,628
Total of all expenses incurred2018-12-31$77,933,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,133,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,857,427
Value of total assets at end of year2018-12-31$686,322,261
Value of total assets at beginning of year2018-12-31$764,184,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$799,878
Total interest from all sources2018-12-31$4,369,388
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,501,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,501,864
Administrative expenses professional fees incurred2018-12-31$33,847
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,413,841
Participant contributions at end of year2018-12-31$7,842,376
Participant contributions at beginning of year2018-12-31$8,780,943
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,629,879
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,254,817
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,682,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$48,184,835
Other income not declared elsewhere2018-12-31$-1,161,797
Administrative expenses (other) incurred2018-12-31$750,928
Total non interest bearing cash at end of year2018-12-31$145,046
Total non interest bearing cash at beginning of year2018-12-31$144,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-79,564,240
Value of net assets at end of year (total assets less liabilities)2018-12-31$686,322,261
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$764,184,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$542,435,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$564,133,739
Value of interest in pooled separate accounts at end of year2018-12-31$105,220
Value of interest in pooled separate accounts at beginning of year2018-12-31$110,029
Interest on participant loans2018-12-31$390,661
Interest earned on other investments2018-12-31$3,978,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$126,164,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$132,575,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,202,544
Net investment gain/loss from pooled separate accounts2018-12-31$5,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,761,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,133,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$48,581,454
Total transfer of assets from this plan2017-12-31$3,538,813
Total income from all sources (including contributions)2017-12-31$126,802,314
Total of all expenses incurred2017-12-31$71,872,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,102,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,739,938
Value of total assets at end of year2017-12-31$764,184,194
Value of total assets at beginning of year2017-12-31$664,211,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$769,967
Total interest from all sources2017-12-31$4,168,209
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,599,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,599,623
Administrative expenses professional fees incurred2017-12-31$38,868
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,807,500
Participant contributions at end of year2017-12-31$8,780,943
Participant contributions at beginning of year2017-12-31$9,623,120
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,254,817
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,597,187
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,277,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$48,184,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$229,259,331
Administrative expenses (other) incurred2017-12-31$731,099
Total non interest bearing cash at end of year2017-12-31$144,801
Total non interest bearing cash at beginning of year2017-12-31$146,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$54,929,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$764,184,194
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$664,211,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$564,133,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$320,123,110
Value of interest in pooled separate accounts at end of year2017-12-31$110,029
Value of interest in pooled separate accounts at beginning of year2017-12-31$114,658
Interest on participant loans2017-12-31$385,374
Interest earned on other investments2017-12-31$3,782,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$132,575,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$96,348,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$85,263,400
Net investment gain/loss from pooled separate accounts2017-12-31$5,031,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,654,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$71,102,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$244,864,949
Total income from all sources (including contributions)2016-12-31$44,020,693
Total of all expenses incurred2016-12-31$30,410,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$29,878,937
Value of total corrective distributions2016-12-31$8,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,828,922
Value of total assets at end of year2016-12-31$664,211,633
Value of total assets at beginning of year2016-12-31$405,736,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$523,030
Total interest from all sources2016-12-31$5,972,510
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,095,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,095,203
Administrative expenses professional fees incurred2016-12-31$30,763
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,792,354
Participant contributions at end of year2016-12-31$9,623,120
Participant contributions at beginning of year2016-12-31$5,129,266
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,597,187
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,388,907
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,032,206
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$32,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$229,259,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$132,802
Administrative expenses (other) incurred2016-12-31$492,267
Total non interest bearing cash at end of year2016-12-31$146,060
Total non interest bearing cash at beginning of year2016-12-31$146,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,610,115
Value of net assets at end of year (total assets less liabilities)2016-12-31$664,211,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$405,736,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$320,123,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$296,601,394
Value of interest in pooled separate accounts at end of year2016-12-31$114,658
Value of interest in pooled separate accounts at beginning of year2016-12-31$141,530
Interest on participant loans2016-12-31$197,867
Interest earned on other investments2016-12-31$5,774,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$96,348,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$95,329,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,967,789
Net investment gain/loss from pooled separate accounts2016-12-31$23,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,004,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,846,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$19,016,020
Total of all expenses incurred2015-12-31$36,296,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,582,789
Value of total corrective distributions2015-12-31$60,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,857,232
Value of total assets at end of year2015-12-31$405,736,569
Value of total assets at beginning of year2015-12-31$423,017,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$653,253
Total interest from all sources2015-12-31$3,442,058
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,683,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,683,400
Administrative expenses professional fees incurred2015-12-31$82,006
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,945,393
Participant contributions at end of year2015-12-31$5,129,266
Participant contributions at beginning of year2015-12-31$5,460,087
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,388,907
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,738,033
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,044,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$45,623,534
Other income not declared elsewhere2015-12-31$-160,107
Administrative expenses (other) incurred2015-12-31$571,247
Total non interest bearing cash at end of year2015-12-31$146,060
Total non interest bearing cash at beginning of year2015-12-31$146,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,280,708
Value of net assets at end of year (total assets less liabilities)2015-12-31$405,736,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$423,017,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$296,601,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$268,199,623
Value of interest in pooled separate accounts at end of year2015-12-31$141,530
Value of interest in pooled separate accounts at beginning of year2015-12-31$130,903
Interest on participant loans2015-12-31$235,481
Interest earned on other investments2015-12-31$3,206,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$95,329,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,719,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,819,127
Net investment gain/loss from pooled separate accounts2015-12-31$12,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,866,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,582,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$45,623,534
Total income from all sources (including contributions)2014-12-31$26,421,746
Total of all expenses incurred2014-12-31$36,561,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,068,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,829,682
Value of total assets at end of year2014-12-31$423,017,277
Value of total assets at beginning of year2014-12-31$387,533,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$493,074
Total interest from all sources2014-12-31$2,916,519
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,768,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,768,221
Administrative expenses professional fees incurred2014-12-31$41,230
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,917,158
Participant contributions at end of year2014-12-31$5,460,087
Participant contributions at beginning of year2014-12-31$5,814,980
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,738,033
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,455,368
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$770,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$45,623,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$451,844
Total non interest bearing cash at end of year2014-12-31$146,059
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-10,140,139
Value of net assets at end of year (total assets less liabilities)2014-12-31$423,017,277
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$387,533,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$268,199,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$268,782,726
Value of interest in pooled separate accounts at end of year2014-12-31$130,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$77,243,066
Interest on participant loans2014-12-31$239,984
Interest earned on other investments2014-12-31$2,676,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,719,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,237,742
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$43,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,406,294
Net investment gain/loss from pooled separate accounts2014-12-31$-498,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$141,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,025,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$58,635,188
Total of all expenses incurred2013-12-31$25,743,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,493,331
Expenses. Certain deemed distributions of participant loans2013-12-31$135,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,802,359
Value of total assets at end of year2013-12-31$387,533,882
Value of total assets at beginning of year2013-12-31$354,642,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$114,112
Total interest from all sources2013-12-31$2,601,377
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,773,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,773,136
Administrative expenses professional fees incurred2013-12-31$65,964
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,819,692
Participant contributions at end of year2013-12-31$5,814,980
Participant contributions at beginning of year2013-12-31$6,291,946
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,455,368
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,775,910
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$497,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,257,123
Administrative expenses (other) incurred2013-12-31$48,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$32,891,831
Value of net assets at end of year (total assets less liabilities)2013-12-31$387,533,882
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$354,642,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$268,782,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$206,652,242
Value of interest in pooled separate accounts at end of year2013-12-31$77,243,066
Value of interest in pooled separate accounts at beginning of year2013-12-31$63,288,476
Interest on participant loans2013-12-31$269,591
Interest earned on other investments2013-12-31$2,331,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,237,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,376,354
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$16,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$48,296,304
Net investment gain/loss from pooled separate accounts2013-12-31$-1,837,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$485,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,476,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$100,377,796
Total income from all sources (including contributions)2012-12-31$31,927,849
Total of all expenses incurred2012-12-31$16,201,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,057,963
Expenses. Certain deemed distributions of participant loans2012-12-31$98,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,122,982
Value of total assets at end of year2012-12-31$354,642,051
Value of total assets at beginning of year2012-12-31$238,537,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,187
Total interest from all sources2012-12-31$420,432
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,515,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,515,579
Administrative expenses professional fees incurred2012-12-31$20,206
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,721,983
Participant contributions at end of year2012-12-31$6,291,946
Participant contributions at beginning of year2012-12-31$3,720,363
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,775,910
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,697,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$547,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,257,123
Administrative expenses (other) incurred2012-12-31$24,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,726,492
Value of net assets at end of year (total assets less liabilities)2012-12-31$354,642,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$238,537,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$206,652,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$163,806,431
Value of interest in pooled separate accounts at end of year2012-12-31$63,288,476
Value of interest in pooled separate accounts at beginning of year2012-12-31$64,110,769
Interest on participant loans2012-12-31$178,230
Interest earned on other investments2012-12-31$242,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,376,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$202,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,564,189
Net investment gain/loss from pooled separate accounts2012-12-31$2,304,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$853,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,057,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,142,961
Total of all expenses incurred2011-12-31$15,352,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,205,211
Expenses. Certain deemed distributions of participant loans2011-12-31$80,575
Value of total corrective distributions2011-12-31$12,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,826,083
Value of total assets at end of year2011-12-31$238,537,763
Value of total assets at beginning of year2011-12-31$248,747,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,684
Total interest from all sources2011-12-31$207,215
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,351,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,351,281
Administrative expenses professional fees incurred2011-12-31$36,036
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,742,113
Participant contributions at end of year2011-12-31$3,720,363
Participant contributions at beginning of year2011-12-31$4,142,620
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,697,812
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,922,634
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,274,769
Other income not declared elsewhere2011-12-31$-252,717
Administrative expenses (other) incurred2011-12-31$17,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,209,347
Value of net assets at end of year (total assets less liabilities)2011-12-31$238,537,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$248,747,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$163,806,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$171,892,997
Value of interest in pooled separate accounts at end of year2011-12-31$64,110,769
Value of interest in pooled separate accounts at beginning of year2011-12-31$65,611,431
Interest on participant loans2011-12-31$201,455
Interest earned on other investments2011-12-31$5,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$202,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$177,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,685,444
Net investment gain/loss from pooled separate accounts2011-12-31$1,696,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$809,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,205,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$69,844,835
Total income from all sources (including contributions)2010-12-31$27,418,361
Total of all expenses incurred2010-12-31$14,226,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,990,807
Expenses. Certain deemed distributions of participant loans2010-12-31$198,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,191,979
Value of total assets at end of year2010-12-31$248,747,110
Value of total assets at beginning of year2010-12-31$165,710,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,284
Total interest from all sources2010-12-31$217,672
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,392,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,392,710
Administrative expenses professional fees incurred2010-12-31$18,619
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,571,217
Participant contributions at end of year2010-12-31$4,142,620
Participant contributions at beginning of year2010-12-31$3,154,162
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,922,634
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,236,340
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$605,618
Other income not declared elsewhere2010-12-31$470,946
Administrative expenses (other) incurred2010-12-31$18,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,191,798
Value of net assets at end of year (total assets less liabilities)2010-12-31$248,747,110
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$165,710,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$171,892,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$110,909,554
Value of interest in pooled separate accounts at end of year2010-12-31$65,611,431
Value of interest in pooled separate accounts at beginning of year2010-12-31$47,269,139
Interest on participant loans2010-12-31$212,203
Interest earned on other investments2010-12-31$5,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$177,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$141,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,432,719
Net investment gain/loss from pooled separate accounts2010-12-31$1,712,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,015,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,990,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN

2022: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3137A
Policy instance 4
Insurance contract or identification numberK3137A
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number918586
Policy instance 3
Insurance contract or identification number918586
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 2
Insurance contract or identification number102187
Number of Individuals Covered201
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 1
Insurance contract or identification number66426
Number of Individuals Covered1690
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,087
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,087
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893957-087
Policy instance 5
Insurance contract or identification number893957-087
Number of Individuals Covered3769
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 1
Insurance contract or identification number66426
Number of Individuals Covered1789
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,023
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,023
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 2
Insurance contract or identification number102187
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number918586
Policy instance 3
Insurance contract or identification number918586
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3137A
Policy instance 4
Insurance contract or identification numberK3137A
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893957-087
Policy instance 5
Insurance contract or identification number893957-087
Number of Individuals Covered4085
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 1
Insurance contract or identification number66426
Number of Individuals Covered1898
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,727
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,727
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 2
Insurance contract or identification number102187
Number of Individuals Covered226
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number918586
Policy instance 3
Insurance contract or identification number918586
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $59
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?3
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3137A
Policy instance 4
Insurance contract or identification numberK3137A
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893957-087
Policy instance 5
Insurance contract or identification number893957-087
Number of Individuals Covered4200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA080699
Policy instance 6
Insurance contract or identification numberTA080699
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3137A
Policy instance 5
Insurance contract or identification numberK3137A
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number918586
Policy instance 4
Insurance contract or identification number918586
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $65
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
Commission paid to Insurance BrokerUSD $65
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered2016
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,705
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,705
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080699
Policy instance 1
Insurance contract or identification numberTA080699
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA080699
Policy instance 6
Insurance contract or identification numberTA080699
Number of Individuals Covered15593
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK3137A
Policy instance 5
Insurance contract or identification numberK3137A
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number918586
Policy instance 4
Insurance contract or identification number918586
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $63
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
Commission paid to Insurance BrokerUSD $63
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered255
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered2178
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,400
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,400
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080699
Policy instance 1
Insurance contract or identification numberTA080699
Number of Individuals Covered15593
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered2330
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,437
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,437
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered15564
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered10879
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered2623
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,475
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,353
Insurance broker organization code?3
Insurance broker nameSANDRA (SANDI) ARKO
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered329
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered2831
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,682
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,611
Insurance broker organization code?3
Insurance broker nameSTEVEN R MAGIDSON
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered11094
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered11499
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered3052
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered348
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered9327
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102187
Policy instance 3
Insurance contract or identification number102187
Number of Individuals Covered442
Insurance policy start date2012-12-31
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66426
Policy instance 2
Insurance contract or identification number66426
Number of Individuals Covered3226
Insurance policy start date2012-12-31
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
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 numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered8868
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080181/2/202
Policy instance 1
Insurance contract or identification numberTT080181/2/202
Number of Individuals Covered7517
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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