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INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 401k Plan overview

Plan NameINGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN
Plan identification number 007

INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC. has sponsored the creation of one or more 401k plans.

Company Name:UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC.
Employer identification number (EIN):362170866
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01PHILLIP KAUFMAN2024-10-08 PHILLIP KAUFMAN2024-10-08
0072022-01-01PHILLIP KAUFMAN2023-11-21 PHILLIP KAUFMAN2023-11-21
0072021-01-01BOB HANLEY2022-10-16
0072020-01-01ROBERT J HANLEY2021-10-15 ROBERT J HANLEY2021-10-15
0072019-01-01
0072018-01-01
0072017-01-01ROBERT J HANLEY ROBERT J HANLEY2018-10-12
0072016-01-01ROBERT J HANLEY ROBERT J HANLEY2017-10-13
0072015-01-01DIANE JACOBY DIANE JACOBY2016-10-15
0072014-01-01DIANE JACOBY DIANE JACOBY2015-10-13
0072013-01-01DIANE JACOBY
0072012-01-01DIANE JACOBY DIANE JACOBY2013-10-11
0072011-01-01DIANE JACOBY DIANE JACOBY2012-10-12
0072010-01-01DIANE JACOBY
0072009-01-01DIANE JACOBY
0072009-01-01DIANE JACOBY

Plan Statistics for INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN

401k plan membership statisitcs for INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN

Measure Date Value
2023: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,842
Total number of active participants reported on line 7a of the Form 55002023-01-013,236
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,728
Total of all active and inactive participants2023-01-014,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-014,981
Number of participants with account balances2023-01-014,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01246
2022: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,771
Total number of active participants reported on line 7a of the Form 55002022-01-011,779
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01995
Total of all active and inactive participants2022-01-012,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,777
Number of participants with account balances2022-01-012,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,848
Total number of active participants reported on line 7a of the Form 55002021-01-012,061
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-01636
Total of all active and inactive participants2021-01-012,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,771
Number of participants with account balances2021-01-012,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01136
2020: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,844
Total number of active participants reported on line 7a of the Form 55002020-01-012,253
Number of retired or separated participants receiving benefits2020-01-0173
Number of other retired or separated participants entitled to future benefits2020-01-01522
Total of all active and inactive participants2020-01-012,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,848
Number of participants with account balances2020-01-012,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01184
2019: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,738
Total number of active participants reported on line 7a of the Form 55002019-01-012,319
Number of retired or separated participants receiving benefits2019-01-0173
Number of other retired or separated participants entitled to future benefits2019-01-01450
Total of all active and inactive participants2019-01-012,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,844
Number of participants with account balances2019-01-012,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01161
2018: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,324
Total number of active participants reported on line 7a of the Form 55002018-01-012,264
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01452
Total of all active and inactive participants2018-01-012,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,738
Number of participants with account balances2018-01-012,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01225
2017: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,259
Total number of active participants reported on line 7a of the Form 55002017-01-012,486
Number of retired or separated participants receiving benefits2017-01-0155
Number of other retired or separated participants entitled to future benefits2017-01-01783
Total of all active and inactive participants2017-01-013,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,324
Number of participants with account balances2017-01-013,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01154
2016: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,059
Total number of active participants reported on line 7a of the Form 55002016-01-012,390
Number of retired or separated participants receiving benefits2016-01-0152
Number of other retired or separated participants entitled to future benefits2016-01-01817
Total of all active and inactive participants2016-01-013,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,259
Number of participants with account balances2016-01-013,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01146
2015: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,950
Total number of active participants reported on line 7a of the Form 55002015-01-012,311
Number of retired or separated participants receiving benefits2015-01-0131
Number of other retired or separated participants entitled to future benefits2015-01-01716
Total of all active and inactive participants2015-01-013,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013,059
Number of participants with account balances2015-01-012,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01145
2014: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,024
Total number of active participants reported on line 7a of the Form 55002014-01-012,443
Number of retired or separated participants receiving benefits2014-01-0143
Number of other retired or separated participants entitled to future benefits2014-01-01464
Total of all active and inactive participants2014-01-012,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,950
Number of participants with account balances2014-01-012,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,012
Total number of active participants reported on line 7a of the Form 55002013-01-012,624
Number of retired or separated participants receiving benefits2013-01-0137
Number of other retired or separated participants entitled to future benefits2013-01-01363
Total of all active and inactive participants2013-01-013,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,024
Number of participants with account balances2013-01-012,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,114
Total number of active participants reported on line 7a of the Form 55002012-01-012,596
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-01388
Total of all active and inactive participants2012-01-013,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,012
Number of participants with account balances2012-01-012,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01208
2011: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,213
Total number of active participants reported on line 7a of the Form 55002011-01-012,571
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-01509
Total of all active and inactive participants2011-01-013,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,114
Number of participants with account balances2011-01-012,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01269
2010: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,307
Total number of active participants reported on line 7a of the Form 55002010-01-012,792
Number of retired or separated participants receiving benefits2010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-01393
Total of all active and inactive participants2010-01-013,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,213
Number of participants with account balances2010-01-012,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01263
2009: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,314
Total number of active participants reported on line 7a of the Form 55002009-01-012,963
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-01324
Total of all active and inactive participants2009-01-013,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,307
Number of participants with account balances2009-01-012,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01278

Financial Data on INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN

Measure Date Value
2023 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total income from all sources (including contributions)2023-12-31$34,213,747
Total of all expenses incurred2023-12-31$18,719,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,516,812
Expenses. Certain deemed distributions of participant loans2023-12-31$32,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$14,046,135
Value of total assets at end of year2023-12-31$148,249,439
Value of total assets at beginning of year2023-12-31$132,755,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$169,924
Total interest from all sources2023-12-31$342,696
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,278,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,278,420
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,842,520
Participant contributions at end of year2023-12-31$1,586,361
Participant contributions at beginning of year2023-12-31$1,190,067
Participant contributions at end of year2023-12-31$331,965
Assets. Other investments not covered elsewhere at end of year2023-12-31$158,167
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$700,572
Other income not declared elsewhere2023-12-31$258,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,494,290
Value of net assets at end of year (total assets less liabilities)2023-12-31$148,249,439
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$132,755,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$140,288,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$128,095,873
Value of interest in pooled separate accounts at end of year2023-12-31$869,960
Value of interest in pooled separate accounts at beginning of year2023-12-31$194,256
Interest on participant loans2023-12-31$93,804
Interest earned on other investments2023-12-31$248,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,900,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,861,546
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,394,147
Net investment gain/loss from pooled separate accounts2023-12-31$-106,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,503,043
Employer contributions (assets) at end of year2023-12-31$114,852
Employer contributions (assets) at beginning of year2023-12-31$1,413,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$18,516,812
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$88,197
Total unrealized appreciation/depreciation of assets2022-12-31$88,197
Total income from all sources (including contributions)2022-12-31$-8,625,790
Total of all expenses incurred2022-12-31$22,846,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,585,377
Expenses. Certain deemed distributions of participant loans2022-12-31$-30,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,635,022
Value of total assets at end of year2022-12-31$131,632,748
Value of total assets at beginning of year2022-12-31$163,105,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$292,579
Total interest from all sources2022-12-31$1,039,887
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,230,132
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$3,230,132
Administrative expenses professional fees incurred2022-12-31$8,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,446,468
Participant contributions at end of year2022-12-31$1,190,067
Participant contributions at beginning of year2022-12-31$1,217,162
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,112,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$291,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$402
Administrative expenses (other) incurred2022-12-31$11,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,472,760
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,632,748
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$163,105,508
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$269,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,402,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$122,742,093
Value of interest in pooled separate accounts at end of year2022-12-31$194,256
Interest on participant loans2022-12-31$98,153
Interest earned on other investments2022-12-31$941,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$33,693,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,861,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$39,058,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,613,534
Net investment gain/loss from pooled separate accounts2022-12-31$-5,896
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
Assets. Invements in employer securities at beginning of year2022-12-31$88,197
Contributions received in cash from employer2022-12-31$3,076,069
Employer contributions (assets) at end of year2022-12-31$1,413,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,585,377
Contract administrator fees2022-12-31$3,335
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$28,916,912
Total of all expenses incurred2021-12-31$19,903,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,527,249
Expenses. Certain deemed distributions of participant loans2021-12-31$46,504
Value of total corrective distributions2021-12-31$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,669,741
Value of total assets at end of year2021-12-31$163,017,311
Value of total assets at beginning of year2021-12-31$154,003,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$329,752
Total interest from all sources2021-12-31$1,224,730
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,158,587
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$7,158,587
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,420,557
Participant contributions at end of year2021-12-31$1,217,162
Participant contributions at beginning of year2021-12-31$1,254,464
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$647,104
Administrative expenses (other) incurred2021-12-31$25,560
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$9,013,399
Value of net assets at end of year (total assets less liabilities)2021-12-31$163,017,311
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$154,003,912
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$282,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$122,742,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,428,909
Interest on participant loans2021-12-31$55,558
Interest earned on other investments2021-12-31$1,169,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$39,058,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$41,320,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,863,854
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$1,602,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,527,249
Contract administrator fees2021-12-31$21,862
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2020 401k financial data
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$31,167,696
Total of all expenses incurred2020-12-31$16,080,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,766,420
Expenses. Certain deemed distributions of participant loans2020-12-31$41,019
Value of total corrective distributions2020-12-31$12,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,705,900
Value of total assets at end of year2020-12-31$154,003,912
Value of total assets at beginning of year2020-12-31$138,916,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$261,065
Total interest from all sources2020-12-31$1,246,764
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,293,458
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$3,293,458
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$8,697,564
Participant contributions at end of year2020-12-31$1,254,464
Participant contributions at beginning of year2020-12-31$1,377,991
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,020,964
Administrative expenses (other) incurred2020-12-31$9,058
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$15,087,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$154,003,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$138,916,761
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$246,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,428,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$100,019,751
Interest on participant loans2020-12-31$73,466
Interest earned on other investments2020-12-31$1,173,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$41,320,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,519,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,921,574
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$1,987,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,766,420
Contract administrator fees2020-12-31$5,494
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,424,716
Total income from all sources (including contributions)2019-12-31$34,424,716
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,584,522
Total of all expenses incurred2019-12-31$14,584,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,249,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,249,173
Expenses. Certain deemed distributions of participant loans2019-12-31$56,288
Expenses. Certain deemed distributions of participant loans2019-12-31$56,288
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,439,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,439,984
Value of total assets at end of year2019-12-31$138,916,761
Value of total assets at end of year2019-12-31$138,916,761
Value of total assets at beginning of year2019-12-31$119,076,567
Value of total assets at beginning of year2019-12-31$119,076,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,061
Total interest from all sources2019-12-31$1,182,849
Total interest from all sources2019-12-31$1,182,849
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,770,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,770,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,770,990
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,770,990
Administrative expenses professional fees incurred2019-12-31$4,073
Administrative expenses professional fees incurred2019-12-31$4,073
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,339,893
Contributions received from participants2019-12-31$8,339,893
Participant contributions at end of year2019-12-31$1,377,991
Participant contributions at end of year2019-12-31$1,377,991
Participant contributions at beginning of year2019-12-31$1,716,266
Participant contributions at beginning of year2019-12-31$1,716,266
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$293,105
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$293,105
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$12,067
Administrative expenses (other) incurred2019-12-31$12,067
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
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$19,840,194
Value of net income/loss2019-12-31$19,840,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,916,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,916,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,076,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,076,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$260,663
Investment advisory and management fees2019-12-31$260,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$100,019,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$100,019,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,903,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,903,398
Interest on participant loans2019-12-31$89,673
Interest on participant loans2019-12-31$89,673
Interest earned on other investments2019-12-31$1,093,176
Interest earned on other investments2019-12-31$1,093,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,519,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,519,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,456,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,456,903
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,030,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,030,893
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,806,986
Contributions received in cash from employer2019-12-31$2,806,986
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,249,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,249,173
Contract administrator fees2019-12-31$2,258
Contract administrator fees2019-12-31$2,258
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31WIPFLI, LLC
Accountancy firm name2019-12-31WIPFLI, LLC
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,160,743
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,233,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,878,191
Expenses. Certain deemed distributions of participant loans2018-12-31$59,551
Value of total corrective distributions2018-12-31$7,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,051,489
Value of total assets at end of year2018-12-31$119,076,567
Value of total assets at beginning of year2018-12-31$125,149,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$288,959
Total interest from all sources2018-12-31$1,098,158
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,769,971
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$4,769,971
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$8,466,320
Participant contributions at end of year2018-12-31$1,716,266
Participant contributions at beginning of year2018-12-31$1,448,552
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,988,949
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$8,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,073,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$119,076,567
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$125,149,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$278,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$82,903,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,087,790
Interest on participant loans2018-12-31$79,987
Interest earned on other investments2018-12-31$1,018,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,456,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,613,375
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,758,875
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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$2,596,220
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,878,191
Contract administrator fees2018-12-31$1,900
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 name2018-12-31WIPFLI, LLC
Accountancy firm EIN2018-12-31390758449
2017 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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$28,393,062
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,345,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,017,672
Expenses. Certain deemed distributions of participant loans2017-12-31$62,804
Value of total corrective distributions2017-12-31$585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,453,254
Value of total assets at end of year2017-12-31$125,149,717
Value of total assets at beginning of year2017-12-31$106,102,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$264,315
Total interest from all sources2017-12-31$1,115,843
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,432,486
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$3,432,486
Administrative expenses professional fees incurred2017-12-31$13,178
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,073,655
Participant contributions at end of year2017-12-31$1,448,552
Participant contributions at beginning of year2017-12-31$1,369,030
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,804,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$60
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$19,047,686
Value of net assets at end of year (total assets less liabilities)2017-12-31$125,149,717
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,102,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$249,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,087,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,118,640
Interest on participant loans2017-12-31$61,517
Interest earned on other investments2017-12-31$1,054,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,613,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,614,361
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,391,479
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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$2,575,324
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,017,672
Contract administrator fees2017-12-31$1,355
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 name2017-12-31WIPFLI, LLC
Accountancy firm EIN2017-12-31390758449
2016 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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$16,956,625
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,611,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,588,429
Expenses. Certain deemed distributions of participant loans2016-12-31$20,977
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,211,925
Value of total assets at end of year2016-12-31$106,102,031
Value of total assets at beginning of year2016-12-31$94,756,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,725
Total interest from all sources2016-12-31$935,595
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,933,273
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$1,933,273
Administrative expenses professional fees incurred2016-12-31$0
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$7,422,920
Participant contributions at end of year2016-12-31$1,369,030
Participant contributions at beginning of year2016-12-31$1,321,357
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$349,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$30
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$11,345,494
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,102,031
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,756,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,118,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,928,015
Interest on participant loans2016-12-31$53,140
Interest earned on other investments2016-12-31$882,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,614,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$27,507,165
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,875,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,439,755
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,588,429
Contract administrator fees2016-12-31$1,695
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 name2016-12-31WIPFLI, LLC
Accountancy firm EIN2016-12-31390758449
2015 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,447,829
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,882,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,847,170
Expenses. Certain deemed distributions of participant loans2015-12-31$33,080
Value of total corrective distributions2015-12-31$879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,471,794
Value of total assets at end of year2015-12-31$94,756,537
Value of total assets at beginning of year2015-12-31$89,191,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,612
Total interest from all sources2015-12-31$807,125
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,779,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,779,270
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,307,607
Participant contributions at end of year2015-12-31$1,321,357
Participant contributions at beginning of year2015-12-31$1,133,847
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$774,249
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$120
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$5,565,088
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,756,537
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,191,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$567
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,928,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,455,654
Interest on participant loans2015-12-31$48,852
Interest earned on other investments2015-12-31$758,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$27,507,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,601,948
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,610,360
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,389,938
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,847,170
Contract administrator fees2015-12-31$925
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 name2015-12-31WIPFLI, LLC
Accountancy firm EIN2015-12-31390758449
2014 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,600,420
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,160,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,150,409
Expenses. Certain deemed distributions of participant loans2014-12-31$8,708
Value of total corrective distributions2014-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,750,638
Value of total assets at end of year2014-12-31$89,191,449
Value of total assets at beginning of year2014-12-31$79,751,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,290
Total interest from all sources2014-12-31$749,320
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,421,637
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$3,421,637
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,686,109
Participant contributions at end of year2014-12-31$1,133,847
Participant contributions at beginning of year2014-12-31$1,165,372
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$946,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,440,007
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,191,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,751,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$63,455,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$55,970,892
Interest on participant loans2014-12-31$49,786
Interest earned on other investments2014-12-31$699,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,601,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,615,178
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$678,825
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$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 contributions2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$3,117,751
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$5,150,409
Contract administrator fees2014-12-31$1,125
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLC
Accountancy firm EIN2014-12-31390758449
2013 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$24,782
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$20,613,725
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,969,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,948,978
Expenses. Certain deemed distributions of participant loans2013-12-31$15,302
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,583,567
Value of total assets at end of year2013-12-31$79,751,442
Value of total assets at beginning of year2013-12-31$62,082,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,950
Total interest from all sources2013-12-31$685,645
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,407,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,407,840
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,563,073
Participant contributions at end of year2013-12-31$1,165,372
Participant contributions at beginning of year2013-12-31$1,162,682
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$682,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$75
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$17,644,495
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,751,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,082,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$55,970,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,452,407
Interest on participant loans2013-12-31$47,494
Interest earned on other investments2013-12-31$638,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,615,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,467,076
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,936,673
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,337,959
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,948,978
Contract administrator fees2013-12-31$4,875
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565204
2012 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$199,276
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$13,082,837
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,920,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,878,852
Expenses. Certain deemed distributions of participant loans2012-12-31$40,731
Value of total corrective distributions2012-12-31$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,589,830
Value of total assets at end of year2012-12-31$62,082,165
Value of total assets at beginning of year2012-12-31$51,720,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$483
Total interest from all sources2012-12-31$622,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,132,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,132,626
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,185,531
Participant contributions at end of year2012-12-31$1,162,682
Participant contributions at beginning of year2012-12-31$1,099,699
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$600,257
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$483
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$10,162,518
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,082,165
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,720,371
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$40,452,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,049,079
Interest on participant loans2012-12-31$47,751
Interest earned on other investments2012-12-31$575,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,467,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,571,593
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,737,457
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$1,804,042
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,878,852
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565204
2011 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$17,853
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$5,533,719
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,771,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,732,851
Expenses. Certain deemed distributions of participant loans2011-12-31$37,963
Value of total corrective distributions2011-12-31$786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,585,326
Value of total assets at end of year2011-12-31$51,720,371
Value of total assets at beginning of year2011-12-31$48,940,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$552,207
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$848,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$848,487
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,104,888
Participant contributions at end of year2011-12-31$1,099,699
Participant contributions at beginning of year2011-12-31$1,183,677
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$480,438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,762,119
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,720,371
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,940,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,049,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,747,730
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$50,126
Interest earned on other investments2011-12-31$502,081
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,571,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,008,992
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,452,301
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,732,851
Contract administrator fees2011-12-31$0
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565204
2010 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$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$9,196,453
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,685,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,679,435
Expenses. Certain deemed distributions of participant loans2010-12-31$5,782
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,133,657
Value of total assets at end of year2010-12-31$48,940,399
Value of total assets at beginning of year2010-12-31$41,429,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$507,710
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$698,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$698,415
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,998,226
Participant contributions at end of year2010-12-31$1,183,677
Participant contributions at beginning of year2010-12-31$1,096,845
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$135,431
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,511,236
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,940,399
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,429,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,747,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,787,921
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$51,567
Interest earned on other investments2010-12-31$456,143
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,008,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,544,397
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,856,671
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,679,435
Contract administrator fees2010-12-31$0
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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 INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN

2023: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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: INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408344
Policy instance 1
Insurance contract or identification number408344
Number of Individuals Covered97
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408344
Policy instance 2
Insurance contract or identification number408344
Number of Individuals Covered24
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered2770
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered2848
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered2844
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered2738
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3059
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered2950
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3024
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3012
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered3213
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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