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DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 401k Plan overview

Plan NameDEACONESS HEALTH SYSTEM, INC. 401(K) PLAN
Plan identification number 010

DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DEACONESS HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEACONESS HEALTH SYSTEM, INC.
Employer identification number (EIN):351532889
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01SHERI BROWN
0102016-01-01SHERI BROWN
0102015-01-01SHERI BROWN
0102014-01-01SHERI BROWN
0102013-01-01SHERI BROWN SHERI BROWN2014-10-15
0102012-01-01SHERI BROWN
0102011-01-01SHERI BROWN SHERI BROWN2012-10-16
0102010-01-01LARRY PILE LARRY PILE2011-10-17
0102009-01-01LARRY PILE

Plan Statistics for DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

401k plan membership statisitcs for DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2022: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,721
Total number of active participants reported on line 7a of the Form 55002022-01-018,651
Number of retired or separated participants receiving benefits2022-01-0176
Number of other retired or separated participants entitled to future benefits2022-01-012,720
Total of all active and inactive participants2022-01-0111,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0132
Total participants2022-01-0111,479
Number of participants with account balances2022-01-0111,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01300
2021: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,030
Total number of active participants reported on line 7a of the Form 55002021-01-018,233
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-012,388
Total of all active and inactive participants2021-01-0110,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-0110,721
Number of participants with account balances2021-01-0110,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01312
2020: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,229
Total number of active participants reported on line 7a of the Form 55002020-01-018,151
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-011,816
Total of all active and inactive participants2020-01-0110,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-0110,030
Number of participants with account balances2020-01-019,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01170
2019: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,713
Total number of active participants reported on line 7a of the Form 55002019-01-016,781
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-011,373
Total of all active and inactive participants2019-01-018,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-018,229
Number of participants with account balances2019-01-017,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01213
2018: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,147
Total number of active participants reported on line 7a of the Form 55002018-01-016,367
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-011,279
Total of all active and inactive participants2018-01-017,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-017,713
Number of participants with account balances2018-01-017,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01198
2017: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,906
Total number of active participants reported on line 7a of the Form 55002017-01-015,941
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-011,147
Total of all active and inactive participants2017-01-017,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-017,147
Number of participants with account balances2017-01-016,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01157
2016: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,677
Total number of active participants reported on line 7a of the Form 55002016-01-015,789
Number of retired or separated participants receiving benefits2016-01-0131
Number of other retired or separated participants entitled to future benefits2016-01-011,072
Total of all active and inactive participants2016-01-016,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-016,906
Number of participants with account balances2016-01-016,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01182
2015: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,192
Total number of active participants reported on line 7a of the Form 55002015-01-015,579
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-011,056
Total of all active and inactive participants2015-01-016,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-016,677
Number of participants with account balances2015-01-016,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01126
2014: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,180
Total number of active participants reported on line 7a of the Form 55002014-01-015,223
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-01932
Total of all active and inactive participants2014-01-016,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-016,192
Number of participants with account balances2014-01-015,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01106
2013: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,396
Total number of active participants reported on line 7a of the Form 55002013-01-015,340
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01825
Total of all active and inactive participants2013-01-016,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-016,180
Number of participants with account balances2013-01-015,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0189
2012: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,079
Total number of active participants reported on line 7a of the Form 55002012-01-015,304
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-011,048
Total of all active and inactive participants2012-01-016,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-016,396
Number of participants with account balances2012-01-015,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01350
2011: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,751
Total number of active participants reported on line 7a of the Form 55002011-01-015,287
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-01760
Total of all active and inactive participants2011-01-016,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-016,079
Number of participants with account balances2011-01-015,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01268
2010: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,098
Total number of active participants reported on line 7a of the Form 55002010-01-015,116
Number of retired or separated participants receiving benefits2010-01-0121
Number of other retired or separated participants entitled to future benefits2010-01-01606
Total of all active and inactive participants2010-01-015,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-015,751
Number of participants with account balances2010-01-014,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01213
2009: DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,995
Total number of active participants reported on line 7a of the Form 55002009-01-015,565
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-01510
Total of all active and inactive participants2009-01-016,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-016,098
Number of participants with account balances2009-01-015,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01194

Financial Data on DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2022 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-785,604
Total unrealized appreciation/depreciation of assets2022-12-31$-785,604
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$0
Total income from all sources (including contributions)2022-12-31$-40,721,319
Total loss/gain on sale of assets2022-12-31$-417,110
Total of all expenses incurred2022-12-31$38,650,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$38,354,304
Expenses. Certain deemed distributions of participant loans2022-12-31$158,416
Value of total corrective distributions2022-12-31$35
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$64,103,943
Value of total assets at end of year2022-12-31$559,154,051
Value of total assets at beginning of year2022-12-31$638,525,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,560
Total interest from all sources2022-12-31$930,578
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,533,069
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$39,494,231
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$40,939,563
Participant contributions at end of year2022-12-31$7,121,152
Participant contributions at beginning of year2022-12-31$6,321,118
Participant contributions at end of year2022-12-31$1,208,706
Participant contributions at beginning of year2022-12-31$1,235,935
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,854,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-79,371,634
Value of net assets at end of year (total assets less liabilities)2022-12-31$559,154,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$638,525,685
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$69,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$509,905,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$589,141,126
Interest on participant loans2022-12-31$321,328
Interest earned on other investments2022-12-31$498,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$704,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$564,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$564,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$110,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,689,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,271,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-144,086,195
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$21,310,219
Employer contributions (assets) at end of year2022-12-31$21,302,968
Employer contributions (assets) at beginning of year2022-12-31$21,901,382
Income. Dividends from common stock2022-12-31$38,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,354,304
Contract administrator fees2022-12-31$68,464
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,222,236
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,090,157
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
Aggregate proceeds on sale of assets2022-12-31$2,624,097
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,041,207
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO, LLC
Accountancy firm EIN2022-12-31351178661
2021 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-314,742
Total unrealized appreciation/depreciation of assets2021-12-31$-314,742
Total transfer of assets to this plan2021-12-31$16,661,463
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$135,465,072
Total loss/gain on sale of assets2021-12-31$-142,771
Total of all expenses incurred2021-12-31$35,478,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,210,288
Expenses. Certain deemed distributions of participant loans2021-12-31$247,890
Value of total corrective distributions2021-12-31$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,186,838
Value of total assets at end of year2021-12-31$638,525,685
Value of total assets at beginning of year2021-12-31$521,878,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,941
Total interest from all sources2021-12-31$782,776
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,266,643
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$49,241,418
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$36,011,303
Participant contributions at end of year2021-12-31$6,321,118
Participant contributions at beginning of year2021-12-31$5,811,047
Participant contributions at end of year2021-12-31$1,235,935
Participant contributions at beginning of year2021-12-31$1,044,089
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,269,767
Administrative expenses (other) incurred2021-12-31$-30,227
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$99,986,098
Value of net assets at end of year (total assets less liabilities)2021-12-31$638,525,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$521,878,124
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$49,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$589,141,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$481,860,840
Interest on participant loans2021-12-31$321,638
Interest earned on other investments2021-12-31$460,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$564,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,099,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,099,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,271,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,465,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,686,328
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$21,905,768
Employer contributions (assets) at end of year2021-12-31$21,901,382
Employer contributions (assets) at beginning of year2021-12-31$15,846,481
Income. Dividends from common stock2021-12-31$25,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,210,288
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,090,157
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,750,733
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
Aggregate proceeds on sale of assets2021-12-31$3,378,626
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,521,397
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO, LLC
Accountancy firm EIN2021-12-31351178661
2020 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$214,322
Total unrealized appreciation/depreciation of assets2020-12-31$214,322
Total transfer of assets to this plan2020-12-31$12,975,137
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$118,526,905
Total loss/gain on sale of assets2020-12-31$586,256
Total of all expenses incurred2020-12-31$28,279,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,015,012
Expenses. Certain deemed distributions of participant loans2020-12-31$127,087
Value of total corrective distributions2020-12-31$4,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,523,399
Value of total assets at end of year2020-12-31$521,878,124
Value of total assets at beginning of year2020-12-31$418,656,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,717
Total interest from all sources2020-12-31$710,248
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,780,444
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$21,760,900
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$29,217,287
Participant contributions at end of year2020-12-31$5,811,047
Participant contributions at beginning of year2020-12-31$5,565,201
Participant contributions at end of year2020-12-31$1,044,089
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,459,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$156,028
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$90,246,945
Value of net assets at end of year (total assets less liabilities)2020-12-31$521,878,124
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$418,656,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$-22,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$481,860,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$385,757,477
Interest on participant loans2020-12-31$288,379
Interest earned on other investments2020-12-31$407,092
Income. Interest from US Government securities2020-12-31$14,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,099,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$161,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$161,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,465,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,656,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,712,236
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$15,846,802
Employer contributions (assets) at end of year2020-12-31$15,846,481
Employer contributions (assets) at beginning of year2020-12-31$13,623,166
Income. Dividends from common stock2020-12-31$19,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,015,012
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,750,733
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$892,534
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
Aggregate proceeds on sale of assets2020-12-31$1,298,531
Aggregate carrying amount (costs) on sale of assets2020-12-31$712,275
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO, LLC
Accountancy firm EIN2020-12-31351178661
2019 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$39,099
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$39,099
Total unrealized appreciation/depreciation of assets2019-12-31$39,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$117,186,943
Total loss/gain on sale of assets2019-12-31$7,358
Total loss/gain on sale of assets2019-12-31$7,358
Total of all expenses incurred2019-12-31$22,582,651
Total of all expenses incurred2019-12-31$22,582,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,246,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,246,797
Expenses. Certain deemed distributions of participant loans2019-12-31$271,448
Expenses. Certain deemed distributions of participant loans2019-12-31$271,448
Value of total corrective distributions2019-12-31$2,964
Value of total corrective distributions2019-12-31$2,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$46,839,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$46,839,162
Value of total assets at end of year2019-12-31$418,656,042
Value of total assets at end of year2019-12-31$418,656,042
Value of total assets at beginning of year2019-12-31$324,051,750
Value of total assets at beginning of year2019-12-31$324,051,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,442
Total interest from all sources2019-12-31$723,673
Total interest from all sources2019-12-31$723,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,445,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,445,430
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$20,439,361
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$20,439,361
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$24,544,833
Contributions received from participants2019-12-31$24,544,833
Participant contributions at end of year2019-12-31$5,565,201
Participant contributions at end of year2019-12-31$5,565,201
Participant contributions at beginning of year2019-12-31$5,010,933
Participant contributions at beginning of year2019-12-31$5,010,933
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,221,778
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,221,778
Administrative expenses (other) incurred2019-12-31$48,857
Administrative expenses (other) incurred2019-12-31$48,857
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$94,604,292
Value of net income/loss2019-12-31$94,604,292
Value of net assets at end of year (total assets less liabilities)2019-12-31$418,656,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$418,656,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$324,051,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$324,051,750
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
Investment advisory and management fees2019-12-31$12,585
Investment advisory and management fees2019-12-31$12,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$385,757,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$385,757,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$292,946,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$292,946,447
Interest on participant loans2019-12-31$251,320
Interest on participant loans2019-12-31$251,320
Interest earned on other investments2019-12-31$381,250
Interest earned on other investments2019-12-31$381,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$161,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$161,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$91,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$91,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,656,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,656,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,791,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,791,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,132,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,072,551
Contributions received in cash from employer2019-12-31$14,072,551
Employer contributions (assets) at end of year2019-12-31$13,623,166
Employer contributions (assets) at end of year2019-12-31$13,623,166
Employer contributions (assets) at beginning of year2019-12-31$13,087,379
Employer contributions (assets) at beginning of year2019-12-31$13,087,379
Income. Dividends from common stock2019-12-31$6,069
Income. Dividends from common stock2019-12-31$6,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,246,797
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$892,534
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$892,534
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$215,143
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$215,143
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
Aggregate proceeds on sale of assets2019-12-31$306,207
Aggregate proceeds on sale of assets2019-12-31$306,207
Aggregate carrying amount (costs) on sale of assets2019-12-31$298,849
Aggregate carrying amount (costs) on sale of assets2019-12-31$298,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO, LLC
Accountancy firm name2019-12-31BLUE & CO, LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$8,309,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$16,034,504
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,024,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,972,406
Value of total corrective distributions2018-12-31$288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,119,873
Value of total assets at end of year2018-12-31$324,051,750
Value of total assets at beginning of year2018-12-31$319,732,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,937
Total interest from all sources2018-12-31$555,678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,225,940
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$20,225,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,310,322
Participant contributions at end of year2018-12-31$5,010,933
Participant contributions at beginning of year2018-12-31$4,130,497
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,722,172
Administrative expenses (other) incurred2018-12-31$51,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,990,127
Value of net assets at end of year (total assets less liabilities)2018-12-31$324,051,750
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$319,732,169
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$292,946,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$292,968,083
Interest on participant loans2018-12-31$184,413
Interest earned on other investments2018-12-31$371,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,791,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,402,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,866,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,087,379
Employer contributions (assets) at end of year2018-12-31$13,087,379
Employer contributions (assets) at beginning of year2018-12-31$10,230,737
Income. Dividends from common stock2018-12-31$295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,972,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$215,143
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 name2018-12-31BLUE & CO, LLC
Accountancy firm EIN2018-12-31351178661
2017 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$76,670,202
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,090,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,040,148
Value of total corrective distributions2017-12-31$2,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,367,040
Value of total assets at end of year2017-12-31$319,732,169
Value of total assets at beginning of year2017-12-31$263,152,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,733
Total interest from all sources2017-12-31$523,328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,209,732
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$16,209,732
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$18,132,279
Participant contributions at end of year2017-12-31$4,130,497
Participant contributions at beginning of year2017-12-31$3,498,458
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,004,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$47,733
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$56,580,010
Value of net assets at end of year (total assets less liabilities)2017-12-31$319,732,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$263,152,159
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$292,968,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$237,003,156
Interest on participant loans2017-12-31$143,603
Interest earned on other investments2017-12-31$379,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,402,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,518,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,570,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,230,737
Employer contributions (assets) at end of year2017-12-31$10,230,737
Employer contributions (assets) at beginning of year2017-12-31$9,132,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,040,148
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 name2017-12-31BLUE & CO, LLC
Accountancy firm EIN2017-12-31351178661
2016 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$45,872,216
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,480,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,310,198
Expenses. Certain deemed distributions of participant loans2016-12-31$124,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,578,713
Value of total assets at end of year2016-12-31$263,152,159
Value of total assets at beginning of year2016-12-31$229,760,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,447
Total interest from all sources2016-12-31$526,647
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,882,880
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$8,882,880
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$16,831,310
Participant contributions at end of year2016-12-31$3,498,458
Participant contributions at beginning of year2016-12-31$3,269,221
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,431,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$46,447
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$33,391,563
Value of net assets at end of year (total assets less liabilities)2016-12-31$263,152,159
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$229,760,596
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$237,003,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$203,746,308
Interest on participant loans2016-12-31$124,599
Interest earned on other investments2016-12-31$402,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,518,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,053,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,883,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,316,403
Employer contributions (assets) at end of year2016-12-31$9,132,545
Employer contributions (assets) at beginning of year2016-12-31$9,691,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,310,198
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 name2016-12-31BLUE & CO, LLC
Accountancy firm EIN2016-12-31351178661
2015 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$27,402,780
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,983,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,862,260
Expenses. Certain deemed distributions of participant loans2015-12-31$76,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,472,890
Value of total assets at end of year2015-12-31$229,760,596
Value of total assets at beginning of year2015-12-31$217,340,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,180
Total interest from all sources2015-12-31$396,720
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,856,927
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$10,856,927
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$15,541,011
Participant contributions at end of year2015-12-31$3,269,221
Participant contributions at beginning of year2015-12-31$2,710,969
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,206,304
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$44,180
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$12,419,601
Value of net assets at end of year (total assets less liabilities)2015-12-31$229,760,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$217,340,995
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$203,746,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$193,844,944
Interest on participant loans2015-12-31$112,558
Interest earned on other investments2015-12-31$284,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,053,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,097,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,323,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,725,575
Employer contributions (assets) at end of year2015-12-31$9,691,582
Employer contributions (assets) at beginning of year2015-12-31$8,687,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,862,260
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 name2015-12-31BLUE & CO, LLC
Accountancy firm EIN2015-12-31351178661
2014 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$4,200,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$34,878,230
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,372,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,330,233
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,808,374
Value of total assets at end of year2014-12-31$217,340,995
Value of total assets at beginning of year2014-12-31$202,035,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,264
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$455,173
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,093,900
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$15,093,900
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,818,317
Participant contributions at end of year2014-12-31$2,710,969
Participant contributions at beginning of year2014-12-31$2,654,755
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$405,656
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,292,026
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$42,264
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$19,505,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$217,340,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$202,035,624
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$193,844,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$179,215,654
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$107,228
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$347,945
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,097,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,951,588
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,479,217
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$8,698,031
Employer contributions (assets) at end of year2014-12-31$8,687,672
Employer contributions (assets) at beginning of year2014-12-31$7,807,971
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,330,233
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BLUE & CO, LLC
Accountancy firm EIN2014-12-31351178661
2013 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$50,653,579
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,634,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,593,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,001,798
Value of total assets at end of year2013-12-31$202,035,624
Value of total assets at beginning of year2013-12-31$163,016,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,839
Total interest from all sources2013-12-31$5,020,927
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$13,187,064
Participant contributions at end of year2013-12-31$2,654,755
Participant contributions at beginning of year2013-12-31$2,307,343
Participant contributions at end of year2013-12-31$405,656
Participant contributions at beginning of year2013-12-31$391,961
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$718,540
Administrative expenses (other) incurred2013-12-31$40,839
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$39,019,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$202,035,624
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,016,501
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$179,215,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$142,517,596
Interest on participant loans2013-12-31$99,237
Interest earned on other investments2013-12-31$4,921,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,951,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,134,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,630,854
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$8,096,194
Employer contributions (assets) at end of year2013-12-31$7,807,971
Employer contributions (assets) at beginning of year2013-12-31$7,664,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,593,617
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 name2013-12-31BLUE & CO, LLC
Accountancy firm EIN2013-12-31351178661
2012 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$36,514,899
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,399,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,379,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,778,402
Value of total assets at end of year2012-12-31$163,016,501
Value of total assets at beginning of year2012-12-31$134,900,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,175
Total interest from all sources2012-12-31$4,444,318
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$12,501,216
Participant contributions at end of year2012-12-31$2,307,343
Participant contributions at beginning of year2012-12-31$2,048,737
Participant contributions at end of year2012-12-31$391,961
Participant contributions at beginning of year2012-12-31$353,816
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$526,610
Administrative expenses (other) incurred2012-12-31$19,175
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$28,115,748
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,016,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$134,900,753
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$142,517,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$120,430,317
Interest on participant loans2012-12-31$88,674
Interest earned on other investments2012-12-31$4,355,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,134,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,747,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,292,179
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$7,750,576
Employer contributions (assets) at end of year2012-12-31$7,664,985
Employer contributions (assets) at beginning of year2012-12-31$2,320,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,379,976
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 name2012-12-31BLUE & CO, LLC
Accountancy firm EIN2012-12-31351178661
2011 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,759,871
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,616,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,505,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,754,098
Value of total assets at end of year2011-12-31$134,900,753
Value of total assets at beginning of year2011-12-31$130,757,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$111,421
Total interest from all sources2011-12-31$4,234,633
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$11,777,849
Participant contributions at end of year2011-12-31$2,048,737
Participant contributions at beginning of year2011-12-31$1,909,150
Participant contributions at end of year2011-12-31$353,816
Participant contributions at beginning of year2011-12-31$354,397
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$609,366
Administrative expenses (other) incurred2011-12-31$111,421
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$4,143,444
Value of net assets at end of year (total assets less liabilities)2011-12-31$134,900,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$130,757,309
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$120,430,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$117,335,909
Interest on participant loans2011-12-31$90,386
Interest earned on other investments2011-12-31$4,144,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,747,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,967,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,228,860
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$2,366,883
Employer contributions (assets) at end of year2011-12-31$2,320,343
Employer contributions (assets) at beginning of year2011-12-31$2,190,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,505,006
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 name2011-12-31BLUE & CO, LLC
Accountancy firm EIN2011-12-31351178661
2010 : DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$27,214,264
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,923,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,815,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,597,586
Value of total assets at end of year2010-12-31$130,757,309
Value of total assets at beginning of year2010-12-31$110,466,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$108,368
Total interest from all sources2010-12-31$3,038,690
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$11,189,361
Participant contributions at end of year2010-12-31$1,909,150
Participant contributions at beginning of year2010-12-31$1,790,189
Participant contributions at end of year2010-12-31$354,397
Participant contributions at beginning of year2010-12-31$315,934
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$148,964
Administrative expenses (other) incurred2010-12-31$108,368
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$20,290,469
Value of net assets at end of year (total assets less liabilities)2010-12-31$130,757,309
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,466,840
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$117,335,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$97,407,150
Interest on participant loans2010-12-31$100,216
Interest earned on other investments2010-12-31$2,938,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,967,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,731,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,577,988
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$2,259,261
Employer contributions (assets) at end of year2010-12-31$2,190,319
Employer contributions (assets) at beginning of year2010-12-31$2,222,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,815,427
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 name2010-12-31BLUE & CO, LLC
Accountancy firm EIN2010-12-31351178661
2009 : DEACONESS HEALTH SYSTEM, INC. 401(K) 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 DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,372
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1372
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $41,310
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees41310
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,754
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
Amount paid for insurance broker fees2754
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,007
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
Amount paid for insurance broker fees36007
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,088
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
Amount paid for insurance broker fees1088
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,053
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
Amount paid for insurance broker fees33053
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,223
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
Amount paid for insurance broker fees1223
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,205
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
Amount paid for insurance broker fees31205
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,538
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?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
Commission paid to Insurance BrokerUSD $2,538
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,800
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?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
Commission paid to Insurance BrokerUSD $28,800
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984071
Policy instance 2
Insurance contract or identification number25984071
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,977
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
Amount paid for insurance broker fees1977
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INV INST OPS CO, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25984072
Policy instance 1
Insurance contract or identification number25984072
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,085
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
Amount paid for insurance broker fees30085
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INV INST OPS CO, INC.

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