MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 401k Plan overview

Plan Name	MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN
Plan identification number	002

MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations. Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations. 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

MARY FREE BED HOSPITAL AND REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:	MARY FREE BED HOSPITAL AND REHABILITATION CENTER
Employer identification number (EIN):	381359265
NAIC Classification:	622000
NAIC Description:	Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CYNTHIA SPRINGER	2024-10-14	CYNTHIA SPRINGER	2024-10-14
002	2022-01-01	CYNTHIA SPRINGER	2023-10-02	CYNTHIA SPRINGER	2023-10-02
002	2021-01-01	KAREN POWELL	2022-10-06	DAWN BOOMERS	2022-10-06
002	2020-01-01	KAREN POWELL	2021-10-11	EMMA DUPREY	2021-10-11
002	2019-01-01	KAREN POWELL	2020-10-13	EMMA DUPREY	2020-10-13
002	2018-01-01	KAREN POWELL	2019-10-10	HAYLEY VAN HECK	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	KAREN RICHTER
002	2011-01-01	KAREN RICHTER
002	2010-01-01	MARY OSBOURNE		MARY OSBOURNE	2011-10-14
002	2009-01-01	MARY OSBOURNE		MARY OSBOURNE	2011-08-04
002	2009-01-01	WILLIAM BLESSING		WILLIAM BLESSING	2010-10-13
002	2009-01-01	WILLIAM BLESSING		WILLIAM BLESSING	2010-10-14
002	2009-01-01	MARY OSBOURNE		MARY OSBOURNE	2011-08-04

Plan Statistics for MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN

401k plan membership statisitcs for MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN

Measure	Date	Value
2023: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3,529
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,225
Number of retired or separated participants receiving benefits	2023-01-01	43
Number of other retired or separated participants entitled to future benefits	2023-01-01	605
Total of all active and inactive participants	2023-01-01	2,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	2,878
Number of participants with account balances	2023-01-01	2,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	137
2022: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,831
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,172
Number of retired or separated participants receiving benefits	2022-01-01	50
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,303
Total of all active and inactive participants	2022-01-01	3,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	3,529
Number of participants with account balances	2022-01-01	3,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	205
2021: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,874
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,136
Number of retired or separated participants receiving benefits	2021-01-01	44
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,171
Total of all active and inactive participants	2021-01-01	3,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	3,353
Number of participants with account balances	2021-01-01	3,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	98
2020: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,547
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,907
Number of retired or separated participants receiving benefits	2020-01-01	32
Number of other retired or separated participants entitled to future benefits	2020-01-01	888
Total of all active and inactive participants	2020-01-01	2,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	2,830
Number of participants with account balances	2020-01-01	2,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	87
2019: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,674
Number of retired or separated participants receiving benefits	2019-01-01	34
Number of other retired or separated participants entitled to future benefits	2019-01-01	645
Total of all active and inactive participants	2019-01-01	2,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	2,354
Number of participants with account balances	2019-01-01	2,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	110
2018: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,704
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,670
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	446
Total of all active and inactive participants	2018-01-01	2,121
Total participants	2018-01-01	2,121
Number of participants with account balances	2018-01-01	2,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	51
2017: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,633
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,445
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	340
Total of all active and inactive participants	2017-01-01	1,789
Total participants	2017-01-01	1,789
Number of participants with account balances	2017-01-01	1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	35
2016: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,362
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,377
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	251
Total of all active and inactive participants	2016-01-01	1,633
Total participants	2016-01-01	1,633
Number of participants with account balances	2016-01-01	1,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,260
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,162
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	195
Total of all active and inactive participants	2015-01-01	1,362
Total participants	2015-01-01	1,362
Number of participants with account balances	2015-01-01	1,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	45
2014: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,099
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	159
Total of all active and inactive participants	2014-01-01	1,260
Total participants	2014-01-01	1,260
Number of participants with account balances	2014-01-01	1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	35
2013: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,064
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,108
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	89
Total of all active and inactive participants	2013-01-01	1,198
Total participants	2013-01-01	1,198
Number of participants with account balances	2013-01-01	939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	897
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,008
Number of other retired or separated participants entitled to future benefits	2012-01-01	56
Total of all active and inactive participants	2012-01-01	1,064
Total participants	2012-01-01	1,064
Number of participants with account balances	2012-01-01	722
2011: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	840
Number of other retired or separated participants entitled to future benefits	2011-01-01	57
Total of all active and inactive participants	2011-01-01	897
Total participants	2011-01-01	897
Number of participants with account balances	2011-01-01	622
2010: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	758
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	156
Total of all active and inactive participants	2010-01-01	914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	914
Number of participants with account balances	2010-01-01	592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	929
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	741
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	157
Total of all active and inactive participants	2009-01-01	898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	898
Number of participants with account balances	2009-01-01	524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN

Measure	Date	Value
2023 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$36,329,390
Total of all expenses incurred	2023-12-31	$11,442,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$11,144,259
Expenses. Certain deemed distributions of participant loans	2023-12-31	$18,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$16,503,544
Value of total assets at end of year	2023-12-31	$137,349,050
Value of total assets at beginning of year	2023-12-31	$112,462,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$280,038
Total interest from all sources	2023-12-31	$85,458
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$4,242,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$4,242,037
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$9,004,401
Participant contributions at end of year	2023-12-31	$742,935
Participant contributions at beginning of year	2023-12-31	$642,966
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,405,351
Other income not declared elsewhere	2023-12-31	$28,885
Administrative expenses (other) incurred	2023-12-31	$280,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$24,886,912
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$137,349,050
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$112,462,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$132,184,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$107,051,643
Value of interest in pooled separate accounts at end of year	2023-12-31	$555,394
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$456,959
Interest on participant loans	2023-12-31	$40,257
Interest earned on other investments	2023-12-31	$45,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,176,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,548,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$15,292,776
Net investment gain/loss from pooled separate accounts	2023-12-31	$176,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$6,093,792
Employer contributions (assets) at end of year	2023-12-31	$2,689,862
Employer contributions (assets) at beginning of year	2023-12-31	$2,762,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$11,144,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	HUNGERFORD
Accountancy firm EIN	2023-12-31	382184825
2022 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,516,699
Total of all expenses incurred	2022-12-31	$15,894,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$15,544,246
Expenses. Certain deemed distributions of participant loans	2022-12-31	$36,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,940,193
Value of total assets at end of year	2022-12-31	$112,462,138
Value of total assets at beginning of year	2022-12-31	$134,873,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$314,452
Total interest from all sources	2022-12-31	$89,309
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,048,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,048,790
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,816,485
Participant contributions at end of year	2022-12-31	$642,966
Participant contributions at beginning of year	2022-12-31	$604,148
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,472,303
Other income not declared elsewhere	2022-12-31	$65,514
Administrative expenses (other) incurred	2022-12-31	$290,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-22,411,475
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$112,462,138
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$134,873,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,921
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$107,051,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$129,313,132
Value of interest in pooled separate accounts at end of year	2022-12-31	$456,959
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$572,377
Interest on participant loans	2022-12-31	$29,347
Interest earned on other investments	2022-12-31	$59,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,548,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,796,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-28,430,015
Net investment gain/loss from pooled separate accounts	2022-12-31	$-230,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$5,651,405
Employer contributions (assets) at end of year	2022-12-31	$2,762,041
Employer contributions (assets) at beginning of year	2022-12-31	$2,587,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$15,544,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2022-12-31	382184825
2021 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$31,617,959
Total of all expenses incurred	2021-12-31	$10,110,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,812,414
Expenses. Certain deemed distributions of participant loans	2021-12-31	$-5,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,495,382
Value of total assets at end of year	2021-12-31	$134,873,613
Value of total assets at beginning of year	2021-12-31	$113,366,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$303,649
Total interest from all sources	2021-12-31	$99,821
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,852,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,852,055
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,994,692
Participant contributions at end of year	2021-12-31	$604,148
Participant contributions at beginning of year	2021-12-31	$552,565
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,515,076
Other income not declared elsewhere	2021-12-31	$24,793
Administrative expenses (other) incurred	2021-12-31	$291,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,507,066
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$134,873,613
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$113,366,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,208
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$129,313,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$108,724,187
Value of interest in pooled separate accounts at end of year	2021-12-31	$572,377
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$475,608
Interest on participant loans	2021-12-31	$37,709
Interest earned on other investments	2021-12-31	$62,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,796,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,840,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,972,446
Net investment gain/loss from pooled separate accounts	2021-12-31	$173,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$5,985,614
Employer contributions (assets) at end of year	2021-12-31	$2,587,905
Employer contributions (assets) at beginning of year	2021-12-31	$1,773,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,812,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2021-12-31	382184825
2020 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$28,836,431
Total of all expenses incurred	2020-12-31	$9,341,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,051,162
Expenses. Certain deemed distributions of participant loans	2020-12-31	$54,410
Value of total corrective distributions	2020-12-31	$8,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,971,878
Value of total assets at end of year	2020-12-31	$113,366,547
Value of total assets at beginning of year	2020-12-31	$93,871,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$227,835
Total interest from all sources	2020-12-31	$102,948
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,338,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,338,394
Administrative expenses professional fees incurred	2020-12-31	$300
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,705,829
Participant contributions at end of year	2020-12-31	$552,565
Participant contributions at beginning of year	2020-12-31	$610,554
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,753,456
Other income not declared elsewhere	2020-12-31	$17,551
Administrative expenses (other) incurred	2020-12-31	$221,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,494,931
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$113,366,547
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$93,871,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,305
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$108,724,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$89,071,349
Value of interest in pooled separate accounts at end of year	2020-12-31	$475,608
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$409,825
Interest on participant loans	2020-12-31	$41,927
Interest earned on other investments	2020-12-31	$61,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,840,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,769,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,231,921
Net investment gain/loss from pooled separate accounts	2020-12-31	$173,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,512,593
Employer contributions (assets) at end of year	2020-12-31	$1,773,638
Employer contributions (assets) at beginning of year	2020-12-31	$2,010,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,051,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2020-12-31	382184825
2019 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$26,305,495
Total income from all sources (including contributions)	2019-12-31	$26,305,495
Total of all expenses incurred	2019-12-31	$10,483,979
Total of all expenses incurred	2019-12-31	$10,483,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,315,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,315,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,933,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,933,811
Value of total assets at end of year	2019-12-31	$93,871,616
Value of total assets at end of year	2019-12-31	$93,871,616
Value of total assets at beginning of year	2019-12-31	$78,050,100
Value of total assets at beginning of year	2019-12-31	$78,050,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$168,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$168,665
Total interest from all sources	2019-12-31	$131,356
Total interest from all sources	2019-12-31	$131,356
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,498,548
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,498,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,498,548
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,498,548
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,793,166
Participant contributions at end of year	2019-12-31	$610,554
Participant contributions at end of year	2019-12-31	$610,554
Participant contributions at beginning of year	2019-12-31	$742,901
Participant contributions at beginning of year	2019-12-31	$742,901
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$973,510
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$973,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,821,516
Value of net income/loss	2019-12-31	$15,821,516
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$93,871,616
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$93,871,616
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,050,100
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,050,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$89,071,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$89,071,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$60,555,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$60,555,981
Value of interest in pooled separate accounts at end of year	2019-12-31	$409,825
Value of interest in pooled separate accounts at end of year	2019-12-31	$409,825
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$324,314
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$324,314
Interest on participant loans	2019-12-31	$42,763
Interest on participant loans	2019-12-31	$42,763
Interest earned on other investments	2019-12-31	$88,593
Interest earned on other investments	2019-12-31	$88,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,769,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,769,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,204,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,204,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,514,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,514,880
Net investment gain/loss from pooled separate accounts	2019-12-31	$226,900
Net investment gain/loss from pooled separate accounts	2019-12-31	$226,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,167,135
Contributions received in cash from employer	2019-12-31	$4,167,135
Employer contributions (assets) at end of year	2019-12-31	$2,010,743
Employer contributions (assets) at end of year	2019-12-31	$2,010,743
Employer contributions (assets) at beginning of year	2019-12-31	$3,222,869
Employer contributions (assets) at beginning of year	2019-12-31	$3,222,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,315,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,315,314
Contract administrator fees	2019-12-31	$168,665
Contract administrator fees	2019-12-31	$168,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUNGERFORD NICHOLS
Accountancy firm name	2019-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2019-12-31	382184825
Accountancy firm EIN	2019-12-31	382184825
2018 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$12,543,045
Total of all expenses incurred	2018-12-31	$6,366,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,291,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$16,263,662
Value of total assets at end of year	2018-12-31	$78,050,100
Value of total assets at beginning of year	2018-12-31	$71,873,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$74,363
Total interest from all sources	2018-12-31	$251,180
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,657,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,657,141
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,244,930
Participant contributions at end of year	2018-12-31	$742,901
Participant contributions at beginning of year	2018-12-31	$561,968
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,778,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$6,176,802
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$78,050,100
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$71,873,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$60,555,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,198,596
Value of interest in pooled separate accounts at end of year	2018-12-31	$324,314
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$447,116
Interest on participant loans	2018-12-31	$30,435
Interest earned on other investments	2018-12-31	$220,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,204,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,971,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,554,419
Net investment gain/loss from pooled separate accounts	2018-12-31	$-74,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,240,506
Employer contributions (assets) at end of year	2018-12-31	$3,222,869
Employer contributions (assets) at beginning of year	2018-12-31	$2,694,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,291,880
Contract administrator fees	2018-12-31	$74,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2018-12-31	382184825
2017 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$19,132,927
Total of all expenses incurred	2017-12-31	$4,740,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,677,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,828,726
Value of total assets at end of year	2017-12-31	$71,873,298
Value of total assets at beginning of year	2017-12-31	$57,481,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63,587
Total interest from all sources	2017-12-31	$219,361
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,999,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,999,471
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,486,023
Participant contributions at end of year	2017-12-31	$561,968
Participant contributions at beginning of year	2017-12-31	$501,287
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,648,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,391,948
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$71,873,298
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$57,481,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,198,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$44,760,789
Value of interest in pooled separate accounts at end of year	2017-12-31	$447,116
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$686,729
Interest on participant loans	2017-12-31	$21,312
Interest earned on other investments	2017-12-31	$198,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,971,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$9,249,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,896,478
Net investment gain/loss from pooled separate accounts	2017-12-31	$188,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,694,123
Employer contributions (assets) at end of year	2017-12-31	$2,694,201
Employer contributions (assets) at beginning of year	2017-12-31	$2,282,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,677,392
Contract administrator fees	2017-12-31	$63,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2017-12-31	382184825
2016 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$11,036,643
Total of all expenses incurred	2016-12-31	$2,851,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,799,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,632,187
Value of total assets at end of year	2016-12-31	$57,481,350
Value of total assets at beginning of year	2016-12-31	$49,296,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$52,822
Total interest from all sources	2016-12-31	$203,991
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,079,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,079,355
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,708,270
Participant contributions at end of year	2016-12-31	$501,287
Participant contributions at beginning of year	2016-12-31	$507,090
Participant contributions at beginning of year	2016-12-31	$99,245
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,638,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,184,802
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$57,481,350
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$49,296,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$44,760,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$37,412,393
Value of interest in pooled separate accounts at end of year	2016-12-31	$686,729
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$698,891
Interest on participant loans	2016-12-31	$20,572
Interest earned on other investments	2016-12-31	$183,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$9,249,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,477,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,013,694
Net investment gain/loss from pooled separate accounts	2016-12-31	$107,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,285,065
Employer contributions (assets) at end of year	2016-12-31	$2,282,846
Employer contributions (assets) at beginning of year	2016-12-31	$2,101,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,799,019
Contract administrator fees	2016-12-31	$52,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2016-12-31	382184825
2015 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$6,888,274
Total of all expenses incurred	2015-12-31	$3,848,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,800,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,968,126
Value of total assets at end of year	2015-12-31	$49,296,548
Value of total assets at beginning of year	2015-12-31	$46,256,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,691
Total interest from all sources	2015-12-31	$237,939
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,240,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,240,938
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,251,925
Participant contributions at end of year	2015-12-31	$507,090
Participant contributions at beginning of year	2015-12-31	$489,554
Participant contributions at end of year	2015-12-31	$99,245
Participant contributions at beginning of year	2015-12-31	$111,371
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,612,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,040,269
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$49,296,548
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$46,256,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$37,412,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,335,654
Value of interest in pooled separate accounts at end of year	2015-12-31	$698,891
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$758,247
Interest on participant loans	2015-12-31	$19,796
Interest earned on other investments	2015-12-31	$218,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$8,477,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7,908,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,530,117
Net investment gain/loss from pooled separate accounts	2015-12-31	$-28,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,103,835
Employer contributions (assets) at end of year	2015-12-31	$2,101,666
Employer contributions (assets) at beginning of year	2015-12-31	$1,653,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,800,314
Contract administrator fees	2015-12-31	$47,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2015-12-31	382184825
2014 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$8,342,049
Total of all expenses incurred	2014-12-31	$3,163,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,119,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,878,285
Value of total assets at end of year	2014-12-31	$46,256,279
Value of total assets at beginning of year	2014-12-31	$41,078,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,674
Total interest from all sources	2014-12-31	$181,706
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,263,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,263,861
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,833,008
Participant contributions at end of year	2014-12-31	$489,554
Participant contributions at beginning of year	2014-12-31	$315,596
Participant contributions at end of year	2014-12-31	$111,371
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,392,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,178,216
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$46,256,279
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$41,078,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$35,335,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$31,220,240
Value of interest in pooled separate accounts at end of year	2014-12-31	$758,247
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$824,638
Interest on participant loans	2014-12-31	$14,271
Interest earned on other investments	2014-12-31	$167,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7,908,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,932,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$903,732
Net investment gain/loss from pooled separate accounts	2014-12-31	$114,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,652,982
Employer contributions (assets) at end of year	2014-12-31	$1,653,338
Employer contributions (assets) at beginning of year	2014-12-31	$1,785,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,119,159
Contract administrator fees	2014-12-31	$44,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2014-12-31	382184825
2013 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$10,795,968
Total of all expenses incurred	2013-12-31	$3,296,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,258,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,554,234
Value of total assets at end of year	2013-12-31	$41,078,063
Value of total assets at beginning of year	2013-12-31	$33,578,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$37,519
Total interest from all sources	2013-12-31	$137,646
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$850,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$850,804
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,539,969
Participant contributions at end of year	2013-12-31	$315,596
Participant contributions at beginning of year	2013-12-31	$154,544
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,134,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,499,621
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$41,078,063
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$33,578,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$31,220,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$25,427,761
Value of interest in pooled separate accounts at end of year	2013-12-31	$824,638
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$658,974
Interest on participant loans	2013-12-31	$9,434
Interest earned on other investments	2013-12-31	$128,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,932,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,543,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,893,881
Net investment gain/loss from pooled separate accounts	2013-12-31	$359,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,879,618
Employer contributions (assets) at end of year	2013-12-31	$1,785,253
Employer contributions (assets) at beginning of year	2013-12-31	$1,793,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,258,828
Contract administrator fees	2013-12-31	$37,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUNGERFORD NICHOLS
Accountancy firm EIN	2013-12-31	382184825
2012 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$15,214
Total income from all sources (including contributions)	2012-12-31	$7,599,295
Total of all expenses incurred	2012-12-31	$1,097,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,071,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,381,426
Value of total assets at end of year	2012-12-31	$33,578,442
Value of total assets at beginning of year	2012-12-31	$27,091,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,540
Total interest from all sources	2012-12-31	$123,118
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$589,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$589,955
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,207,038
Participant contributions at end of year	2012-12-31	$154,544
Participant contributions at beginning of year	2012-12-31	$113,339
Participant contributions at beginning of year	2012-12-31	$1,060
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$380,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$15,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$15,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,501,941
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$33,578,442
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,076,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$25,427,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$19,860,433
Value of interest in pooled separate accounts at end of year	2012-12-31	$658,974
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$676,401
Interest on participant loans	2012-12-31	$4,309
Interest earned on other investments	2012-12-31	$118,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,543,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,734,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,314,271
Net investment gain/loss from pooled separate accounts	2012-12-31	$190,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,793,998
Employer contributions (assets) at end of year	2012-12-31	$1,793,998
Employer contributions (assets) at beginning of year	2012-12-31	$1,690,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,071,814
Contract administrator fees	2012-12-31	$25,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN	2012-12-31	382184825
2011 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$15,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,727
Total income from all sources (including contributions)	2011-12-31	$4,119,649
Total of all expenses incurred	2011-12-31	$1,262,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,242,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,092,423
Value of total assets at end of year	2011-12-31	$27,091,715
Value of total assets at beginning of year	2011-12-31	$24,228,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,313
Total interest from all sources	2011-12-31	$120,467
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$527,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$527,026
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,754,102
Participant contributions at end of year	2011-12-31	$113,339
Participant contributions at beginning of year	2011-12-31	$50,722
Participant contributions at end of year	2011-12-31	$1,060
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$647,579
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$15,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$8,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$15,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$8,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,856,822
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,076,501
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,219,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,860,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,114,329
Value of interest in pooled separate accounts at end of year	2011-12-31	$676,401
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,204,286
Interest on participant loans	2011-12-31	$3,405
Interest earned on other investments	2011-12-31	$117,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,734,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,219,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-586,696
Net investment gain/loss from pooled separate accounts	2011-12-31	$-33,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,690,742
Employer contributions (assets) at end of year	2011-12-31	$1,690,743
Employer contributions (assets) at beginning of year	2011-12-31	$1,630,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,242,514
Contract administrator fees	2011-12-31	$20,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN	2011-12-31	382184825
2010 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,727
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	$6,133,825
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$596,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$579,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,604,568
Value of total assets at end of year	2010-12-31	$24,228,406
Value of total assets at beginning of year	2010-12-31	$18,682,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,786
Total interest from all sources	2010-12-31	$97,843
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$301,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$301,412
Administrative expenses professional fees incurred	2010-12-31	$2,034
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,608,432
Participant contributions at end of year	2010-12-31	$50,722
Participant contributions at beginning of year	2010-12-31	$19,255
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$365,386
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$8,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$8,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,537,021
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,219,679
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,682,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,905,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,800,820
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,413,024
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,292,507
Interest on participant loans	2010-12-31	$1,117
Interest earned on other investments	2010-12-31	$96,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,219,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,380,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,853,727
Net investment gain/loss from pooled separate accounts	2010-12-31	$276,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,630,750
Employer contributions (assets) at end of year	2010-12-31	$1,630,750
Employer contributions (assets) at beginning of year	2010-12-31	$183,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$579,018
Contract administrator fees	2010-12-31	$15,752
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN	2010-12-31	382184825
2009 : MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN

2023: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARY FREE BED REHABILITATION HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 18 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $2,715 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 5 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	6
Insurance contract or identification number 1095023 Number of Individuals Covered 17 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 25 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $2,010 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $2,946 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 5 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $2,075 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,075 Insurance broker organization code? 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 18 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $2,835 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,835 Insurance broker organization code? 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	6
Insurance contract or identification number 1095023 Number of Individuals Covered 18 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 28 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $4,616 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $4,616 Insurance broker organization code? 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $1,687 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $1,687 Insurance broker organization code? 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 5 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 18 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $2,499 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,499 Insurance broker organization code? 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 31 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $4,348 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $4,348 Insurance broker organization code? 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	6
Insurance contract or identification number 1095023 Number of Individuals Covered 19 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $250 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $250
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	A008405995
Policy instance	6
Insurance contract or identification number A008405995 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 20 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $221 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $221
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 18 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $2,432 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,432 Insurance broker organization code? 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $1,911 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $1,911 Insurance broker organization code? 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 33 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $4,772 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $4,772 Insurance broker organization code? 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 6 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 33 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $4,513 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $4,513 Insurance broker organization code? 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	A008405995
Policy instance	6
Insurance contract or identification number A008405995 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $1,836 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $1,836 Insurance broker organization code? 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 22 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 18 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $2,516 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,383 Insurance broker organization code? 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	8
Insurance contract or identification number 892902-007 Number of Individuals Covered 0 Insurance policy start date 2019-01-01 Insurance policy end date 2019-02-28 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	95900-01
Policy instance	9
Insurance contract or identification number 95900-01 Number of Individuals Covered 0 Insurance policy start date 2019-03-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 6 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	8
Insurance contract or identification number 892902-007 Number of Individuals Covered 1130 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 22 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $234 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $234 Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	A008405995
Policy instance	6
Insurance contract or identification number A008405995 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 20 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $3,476 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $3,476 Insurance broker organization code? 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $1,772 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $1,772 Insurance broker organization code? 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 6 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $2,543 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,543 Insurance broker organization code? 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 35 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $4,592 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $4,592 Insurance broker organization code? 4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 3 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	8
Insurance contract or identification number 892902-007 Number of Individuals Covered 1016 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 24 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $216 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $216 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	88978
Policy instance	6
Insurance contract or identification number 88978 Number of Individuals Covered 3 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 37 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $3,155 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $3,155 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 24 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $3,588 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $3,463 Insurance broker organization code? 4 Insurance broker name LPL FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $1,142 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $1,142 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 8 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 4 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 27 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $329 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $329 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	8
Insurance contract or identification number 892902-007 Number of Individuals Covered 940 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 number	88978
Policy instance	6
Insurance contract or identification number 88978 Number of Individuals Covered 3 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 38 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 30 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $2,633 Total amount of fees paid to insurance company USD $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 Commission paid to Insurance Broker USD $2,633 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 10 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 4 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 28 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $311 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $311 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 4 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 11 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 2 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 31 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $3,002 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $3,002 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 43 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 number	88978
Policy instance	6
Insurance contract or identification number 88978 Number of Individuals Covered 3 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	9
Insurance contract or identification number 892902-007 Number of Individuals Covered 967 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095095
Policy instance	8
Insurance contract or identification number 1095095 Number of Individuals Covered 1 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $16 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $16 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	9
Insurance contract or identification number 892902-007 Number of Individuals Covered 796 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 36 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $6,310 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $6,310 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095095
Policy instance	8
Insurance contract or identification number 1095095 Number of Individuals Covered 1 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 32 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $281 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $281 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	88978
Policy instance	6
Insurance contract or identification number 88978 Number of Individuals Covered 3 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 48 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 3 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 6 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 12 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	9
Insurance contract or identification number 892902-007 Number of Individuals Covered 547 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095095
Policy instance	8
Insurance contract or identification number 1095095 Number of Individuals Covered 1 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 34 Insurance policy start date 2012-04-01 Insurance policy end date 2013-03-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $0 Insurance broker organization code? 3 Insurance broker name METLIFE SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 53 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 number	88978
Policy instance	6
Insurance contract or identification number 88978 Number of Individuals Covered 2 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 42 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $3,150 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 Commission paid to Insurance Broker USD $3,150 Insurance broker organization code? 4 Insurance broker name LINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 4 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 14 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 6 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095095
Policy instance	8
Insurance contract or identification number 1095095 Number of Individuals Covered 1 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $22 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 38 Insurance policy start date 2011-04-01 Insurance policy end date 2012-03-31 Total amount of commissions paid to insurance broker USD $335 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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 number	A008405995
Policy instance	6
Insurance contract or identification number A008405995 Number of Individuals Covered 3 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 57 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 46 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $2,852 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 5 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	075746
Policy instance	2
Insurance contract or identification number 075746 Number of Individuals Covered 17 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047
Policy instance	1
Insurance contract or identification number 707047 Number of Individuals Covered 6 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	9
Insurance contract or identification number 892902-007 Number of Individuals Covered 606 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	1095023
Policy instance	7
Insurance contract or identification number 1095023 Number of Individuals Covered 43 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $357 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? Yes 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 number	A008405995
Policy instance	6
Insurance contract or identification number A008405995 Number of Individuals Covered 3 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	GP01015
Policy instance	5
Insurance contract or identification number GP01015 Number of Individuals Covered 59 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR21475
Policy instance	3
Insurance contract or identification number CR21475 Number of Individuals Covered 5 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	707047 75746
Policy instance	2
Insurance contract or identification number 707047 75746 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	892902-007
Policy instance	1
Insurance contract or identification number 892902-007 Number of Individuals Covered 392 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number	CR34160
Policy instance	4
Insurance contract or identification number CR34160 Number of Individuals Covered 50 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $2,309 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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