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BELOIT HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan NameBELOIT HEALTH SYSTEM 403(B) PLAN
Plan identification number 002

BELOIT HEALTH SYSTEM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

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

Company Name:BELOIT HEALTH SYSTEM
Employer identification number (EIN):391028081
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELOIT HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SCOTT P.LECKEY THOMAS J. MCCAWLEY2018-10-12
0022016-01-01SCOTT LECKEY THOMAS J. MCCAWLEY2017-10-12
0022016-01-01SCOTT LECKEY THOMAS J. MCCAWLEY2018-08-24
0022016-01-01 THOMAS J. MCCAWLEY2017-10-06
0022015-01-01WILLIAM GROEPER WILLIAM GROEPER2016-10-12
0022014-01-01WILLIAM GROEPER
0022014-01-01WILLIAM GROEPER WILLIAM GROEPER2015-10-22
0022013-01-01WILLIAM GROEPER
0022012-01-01WILLIAM GROEPER
0022011-01-01WILLIAM GROEPER
0022010-01-01WILLIAM GROEPER WILLIAM GROEPER2011-10-14
0022009-01-01WILLIAM GROEPER WILLIAM GROEPER2010-10-14

Plan Statistics for BELOIT HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for BELOIT HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022: BELOIT HEALTH SYSTEM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,909
Total number of active participants reported on line 7a of the Form 55002022-01-011,571
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01259
Total of all active and inactive participants2022-01-011,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,834
Number of participants with account balances2022-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BELOIT HEALTH SYSTEM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,730
Total number of active participants reported on line 7a of the Form 55002021-01-011,689
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01216
Total of all active and inactive participants2021-01-011,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,909
Number of participants with account balances2021-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BELOIT HEALTH SYSTEM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,825
Total number of active participants reported on line 7a of the Form 55002020-01-011,495
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01233
Total of all active and inactive participants2020-01-011,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,730
Number of participants with account balances2020-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELOIT HEALTH SYSTEM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,900
Total number of active participants reported on line 7a of the Form 55002019-01-011,625
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01194
Total of all active and inactive participants2019-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,825
Number of participants with account balances2019-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BELOIT HEALTH SYSTEM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,817
Total number of active participants reported on line 7a of the Form 55002018-01-011,727
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,900
Number of participants with account balances2018-01-011,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BELOIT HEALTH SYSTEM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,173
Total number of active participants reported on line 7a of the Form 55002017-01-011,597
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-011,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,817
Number of participants with account balances2017-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BELOIT HEALTH SYSTEM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,784
Total number of active participants reported on line 7a of the Form 55002016-01-011,597
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01201
Total of all active and inactive participants2016-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,798
Number of participants with account balances2016-01-01987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BELOIT HEALTH SYSTEM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,706
Total number of active participants reported on line 7a of the Form 55002015-01-011,609
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,646
Number of participants with account balances2015-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BELOIT HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,632
Total number of active participants reported on line 7a of the Form 55002014-01-011,556
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-011,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,600
Number of participants with account balances2014-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BELOIT HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,746
Total number of active participants reported on line 7a of the Form 55002013-01-011,520
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-011,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,549
Number of participants with account balances2013-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BELOIT HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,569
Total number of active participants reported on line 7a of the Form 55002012-01-011,553
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,683
Number of participants with account balances2012-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BELOIT HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,465
Total number of active participants reported on line 7a of the Form 55002011-01-011,497
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-011,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,511
Number of participants with account balances2011-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BELOIT HEALTH SYSTEM 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01973
Total number of active participants reported on line 7a of the Form 55002010-01-01957
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01968
Number of participants with account balances2010-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BELOIT HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01447
Total number of active participants reported on line 7a of the Form 55002009-01-01447
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01447
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BELOIT HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022 : BELOIT HEALTH SYSTEM 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$92
Total income from all sources (including contributions)2022-12-31$-10,296,873
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,646,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,427,709
Expenses. Certain deemed distributions of participant loans2022-12-31$5,591
Value of total corrective distributions2022-12-31$6,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,720,176
Value of total assets at end of year2022-12-31$87,728,569
Value of total assets at beginning of year2022-12-31$110,671,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$206,293
Total interest from all sources2022-12-31$93,487
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,657,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,657,991
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,964,831
Participant contributions at end of year2022-12-31$413,383
Participant contributions at beginning of year2022-12-31$338,297
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$755,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$92
Other income not declared elsewhere2022-12-31$47,896
Administrative expenses (other) incurred2022-12-31$160,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,943,305
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,728,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$110,671,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,512,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,351,951
Value of interest in pooled separate accounts at end of year2022-12-31$1,891,189
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,515,984
Interest on participant loans2022-12-31$22,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,245,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,777,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,777,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$70,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,666,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,688,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,816,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,427,709
Contract administrator fees2022-12-31$1,030
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2022-12-31390758449
2021 : BELOIT HEALTH SYSTEM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$92
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,843,772
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,037,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,876,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,209,583
Value of total assets at end of year2021-12-31$110,671,966
Value of total assets at beginning of year2021-12-31$94,866,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$161,861
Total interest from all sources2021-12-31$28,138
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,146,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,146,125
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,430,774
Participant contributions at end of year2021-12-31$338,297
Participant contributions at beginning of year2021-12-31$394,934
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$778,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$92
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$155,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,805,816
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,671,874
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$94,866,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,351,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,999,831
Value of interest in pooled separate accounts at end of year2021-12-31$2,515,984
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,300,018
Interest on participant loans2021-12-31$27,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,777,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,542,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,542,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,688,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,628,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,459,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,876,095
Contract administrator fees2021-12-31$1,138
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2021-12-31390758449
2020 : BELOIT HEALTH SYSTEM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,783,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,959,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,807,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,051,548
Value of total assets at end of year2020-12-31$94,866,058
Value of total assets at beginning of year2020-12-31$84,042,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$151,824
Total interest from all sources2020-12-31$31,163
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,720,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,720,963
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,805,503
Participant contributions at end of year2020-12-31$394,934
Participant contributions at beginning of year2020-12-31$371,172
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$246,045
Administrative expenses (other) incurred2020-12-31$148,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,823,597
Value of net assets at end of year (total assets less liabilities)2020-12-31$94,866,058
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,042,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,999,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,520,327
Value of interest in pooled separate accounts at end of year2020-12-31$2,300,018
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,218,487
Interest on participant loans2020-12-31$21,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,542,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,434,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,434,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,628,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,497,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,979,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,807,813
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2020-12-31390758449
2019 : BELOIT HEALTH SYSTEM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,808,641
Total income from all sources (including contributions)2019-12-31$21,808,641
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,999,021
Total of all expenses incurred2019-12-31$6,999,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,829,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,829,244
Expenses. Certain deemed distributions of participant loans2019-12-31$20,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,754,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,754,796
Value of total assets at end of year2019-12-31$84,042,461
Value of total assets at end of year2019-12-31$84,042,461
Value of total assets at beginning of year2019-12-31$69,232,841
Value of total assets at beginning of year2019-12-31$69,232,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,351
Total interest from all sources2019-12-31$132,605
Total interest from all sources2019-12-31$132,605
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,842,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,842,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,842,963
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,842,963
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,884,547
Participant contributions at end of year2019-12-31$371,172
Participant contributions at end of year2019-12-31$371,172
Participant contributions at beginning of year2019-12-31$539,170
Participant contributions at beginning of year2019-12-31$539,170
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$870,249
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$870,249
Administrative expenses (other) incurred2019-12-31$145,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,809,620
Value of net income/loss2019-12-31$14,809,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,042,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,232,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,232,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,100
Investment advisory and management fees2019-12-31$2,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,520,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,520,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,868,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,868,256
Value of interest in pooled separate accounts at end of year2019-12-31$2,218,487
Value of interest in pooled separate accounts at end of year2019-12-31$2,218,487
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,947,585
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,947,585
Interest on participant loans2019-12-31$29,479
Interest on participant loans2019-12-31$29,479
Interest earned on other investments2019-12-31$41,942
Interest earned on other investments2019-12-31$41,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,434,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,434,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,404,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,404,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,404,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,404,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,497,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,497,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,473,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,473,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,277,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,277,071
Net investment gain/loss from pooled separate accounts2019-12-31$-198,794
Net investment gain/loss from pooled separate accounts2019-12-31$-198,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,829,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,829,244
Contract administrator fees2019-12-31$1,514
Contract administrator fees2019-12-31$1,514
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : BELOIT HEALTH SYSTEM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3
Total income from all sources (including contributions)2018-12-31$748,211
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,729,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,675,074
Expenses. Certain deemed distributions of participant loans2018-12-31$834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,960,007
Value of total assets at end of year2018-12-31$69,232,841
Value of total assets at beginning of year2018-12-31$75,213,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,121
Total interest from all sources2018-12-31$103,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,632,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,632,550
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,369,460
Participant contributions at end of year2018-12-31$539,170
Participant contributions at beginning of year2018-12-31$567,562
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$134,813
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$590,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$77,378
Administrative expenses (other) incurred2018-12-31$13,239
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$3
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,980,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,232,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,213,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,868,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,098,839
Value of interest in pooled separate accounts at end of year2018-12-31$1,947,585
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,144,577
Interest on participant loans2018-12-31$24,802
Interest earned on other investments2018-12-31$39,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,404,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,785,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,785,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$39,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,473,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,404,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,948,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,675,074
Contract administrator fees2018-12-31$1,480
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2018-12-31390758449
2017 : BELOIT HEALTH SYSTEM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$295,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,831,398
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,889,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,825,948
Expenses. Certain deemed distributions of participant loans2017-12-31$4,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,343,811
Value of total assets at end of year2017-12-31$75,213,662
Value of total assets at beginning of year2017-12-31$65,976,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,072
Total interest from all sources2017-12-31$89,004
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$973,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$973,826
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,139,416
Participant contributions at end of year2017-12-31$567,562
Participant contributions at beginning of year2017-12-31$611,709
Participant contributions at end of year2017-12-31$134,813
Participant contributions at beginning of year2017-12-31$154,468
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$204,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$77,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$74,822
Liabilities. Value of operating payables at end of year2017-12-31$3
Total non interest bearing cash at end of year2017-12-31$11
Total non interest bearing cash at beginning of year2017-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,942,269
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,213,659
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,976,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$51,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,098,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,317,169
Value of interest in pooled separate accounts at end of year2017-12-31$2,144,577
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,727,949
Interest on participant loans2017-12-31$31,124
Interest earned on other investments2017-12-31$36,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,785,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,693,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,693,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$21,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,404,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,396,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,129,737
Net investment gain/loss from pooled separate accounts2017-12-31$295,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,825,948
Contract administrator fees2017-12-31$7,541
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2017-12-31390758449
2016 : BELOIT HEALTH SYSTEM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$595,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,388
Total income from all sources (including contributions)2016-12-31$8,139,711
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,990,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,940,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,490,439
Value of total assets at end of year2016-12-31$65,976,018
Value of total assets at beginning of year2016-12-31$60,235,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,508
Total interest from all sources2016-12-31$59,097
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$926,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$926,316
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,181,693
Participant contributions at end of year2016-12-31$611,709
Participant contributions at beginning of year2016-12-31$402,133
Participant contributions at end of year2016-12-31$154,468
Participant contributions at beginning of year2016-12-31$246,994
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$308,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$74,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$82,806
Liabilities. Value of operating payables at beginning of year2016-12-31$3,388
Total non interest bearing cash at end of year2016-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,148,973
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,976,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,231,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$44,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$59,317,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,693,670
Value of interest in pooled separate accounts at end of year2016-12-31$1,727,949
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,583,204
Interest on participant loans2016-12-31$25,819
Interest earned on other investments2016-12-31$33,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,693,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,396,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,226,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,530,991
Net investment gain/loss from pooled separate accounts2016-12-31$132,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,940,230
Contract administrator fees2016-12-31$5,702
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2016-12-31390758449
2015 : BELOIT HEALTH SYSTEM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$99,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,777
Total income from all sources (including contributions)2015-12-31$4,412,493
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,851,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,795,186
Expenses. Certain deemed distributions of participant loans2015-12-31$3,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,332,532
Value of total assets at end of year2015-12-31$60,235,365
Value of total assets at beginning of year2015-12-31$62,577,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,291
Total interest from all sources2015-12-31$51,932
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$821,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$821,059
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,058,411
Participant contributions at end of year2015-12-31$402,133
Participant contributions at beginning of year2015-12-31$417,705
Participant contributions at end of year2015-12-31$246,994
Participant contributions at beginning of year2015-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$274,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$82,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$66,782
Liabilities. Value of operating payables at end of year2015-12-31$3,388
Liabilities. Value of operating payables at beginning of year2015-12-31$6,777
Total non interest bearing cash at beginning of year2015-12-31$3,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,438,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,231,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,570,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,693,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,395,192
Value of interest in pooled separate accounts at end of year2015-12-31$1,583,204
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,571,430
Interest on participant loans2015-12-31$21,467
Interest earned on other investments2015-12-31$30,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,226,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,123,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-747,102
Net investment gain/loss from pooled separate accounts2015-12-31$-45,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,795,186
Contract administrator fees2015-12-31$6,215
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2015-12-31390758449
2014 : BELOIT HEALTH SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$251,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,761
Total income from all sources (including contributions)2014-12-31$8,755,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,187,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,128,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,019,265
Value of total assets at end of year2014-12-31$62,577,678
Value of total assets at beginning of year2014-12-31$59,756,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,597
Total interest from all sources2014-12-31$50,652
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$858,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$858,202
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,724,210
Participant contributions at end of year2014-12-31$417,705
Participant contributions at beginning of year2014-12-31$447,731
Participant contributions at end of year2014-12-31$200
Participant contributions at beginning of year2014-12-31$157,113
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$295,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$66,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,109
Liabilities. Value of operating payables at end of year2014-12-31$6,777
Liabilities. Value of operating payables at beginning of year2014-12-31$5,761
Total non interest bearing cash at end of year2014-12-31$3,333
Total non interest bearing cash at beginning of year2014-12-31$2,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,568,697
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,570,901
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,750,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$58,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$59,395,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,489,767
Value of interest in pooled separate accounts at end of year2014-12-31$1,571,430
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,513,792
Interest on participant loans2014-12-31$22,730
Interest earned on other investments2014-12-31$27,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,123,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,108,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,759,599
Net investment gain/loss from pooled separate accounts2014-12-31$68,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,128,553
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2014-12-31390758449
2013 : BELOIT HEALTH SYSTEM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$664,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,510
Total income from all sources (including contributions)2013-12-31$13,280,310
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,202,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,113,774
Expenses. Certain deemed distributions of participant loans2013-12-31$40,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,812,007
Value of total assets at end of year2013-12-31$59,756,652
Value of total assets at beginning of year2013-12-31$48,025,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,850
Total interest from all sources2013-12-31$49,445
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$764,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,758,040
Participant contributions at end of year2013-12-31$454,710
Participant contributions at beginning of year2013-12-31$501,358
Participant contributions at end of year2013-12-31$157,113
Participant contributions at beginning of year2013-12-31$146,022
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$36,036
Liabilities. Value of operating payables at end of year2013-12-31$5,761
Liabilities. Value of operating payables at beginning of year2013-12-31$5,168
Total non interest bearing cash at end of year2013-12-31$2,389
Total non interest bearing cash at beginning of year2013-12-31$11,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,077,862
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,750,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,008,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,519,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,071,217
Value of interest in pooled separate accounts at end of year2013-12-31$1,513,792
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,462,052
Interest on participant loans2013-12-31$25,920
Interest earned on other investments2013-12-31$23,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,108,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$833,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,340,415
Net investment gain/loss from pooled separate accounts2013-12-31$313,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$764,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,113,774
Contract administrator fees2013-12-31$3,045
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,342
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2013-12-31390758449
2012 : BELOIT HEALTH SYSTEM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,028
Total income from all sources (including contributions)2012-12-31$9,608,899
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,337,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,277,006
Expenses. Certain deemed distributions of participant loans2012-12-31$14,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,905,309
Value of total assets at end of year2012-12-31$48,025,400
Value of total assets at beginning of year2012-12-31$45,743,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,275
Total interest from all sources2012-12-31$53,115
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$807,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$807,907
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,633,305
Participant contributions at end of year2012-12-31$501,358
Participant contributions at beginning of year2012-12-31$644,808
Participant contributions at end of year2012-12-31$146,022
Participant contributions at beginning of year2012-12-31$121,589
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$272,004
Liabilities. Value of operating payables at end of year2012-12-31$5,168
Liabilities. Value of operating payables at beginning of year2012-12-31$6,028
Total non interest bearing cash at end of year2012-12-31$11,705
Total non interest bearing cash at beginning of year2012-12-31$3,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,271,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,008,890
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,737,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$46,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,071,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$42,809,257
Value of interest in pooled separate accounts at end of year2012-12-31$1,462,052
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,331,318
Interest on participant loans2012-12-31$28,732
Interest earned on other investments2012-12-31$24,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$833,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$833,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,691,502
Net investment gain/loss from pooled separate accounts2012-12-31$151,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,277,006
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : BELOIT HEALTH SYSTEM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$410
Total income from all sources (including contributions)2011-12-31$3,764,153
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,459,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,414,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,337,136
Value of total assets at end of year2011-12-31$45,743,917
Value of total assets at beginning of year2011-12-31$46,433,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,446
Total interest from all sources2011-12-31$62,782
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$788,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$788,449
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,515,975
Participant contributions at end of year2011-12-31$627,083
Participant contributions at beginning of year2011-12-31$696,704
Participant contributions at end of year2011-12-31$121,589
Participant contributions at beginning of year2011-12-31$107,897
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$821,161
Liabilities. Value of operating payables at end of year2011-12-31$6,028
Liabilities. Value of operating payables at beginning of year2011-12-31$32,989
Total non interest bearing cash at end of year2011-12-31$3,015
Total non interest bearing cash at beginning of year2011-12-31$28,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-695,651
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,737,889
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,433,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$42,823,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,839,283
Value of interest in pooled separate accounts at end of year2011-12-31$1,334,347
Value of interest in pooled separate accounts at beginning of year2011-12-31$45,190,497
Interest on participant loans2011-12-31$35,913
Interest earned on other investments2011-12-31$26,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$833,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$410,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,343,561
Net investment gain/loss from pooled separate accounts2011-12-31$-80,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,414,358
Contract administrator fees2011-12-31$45,446
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,028
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$410
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : BELOIT HEALTH SYSTEM 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$410
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$52,915,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,506,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,463,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$48,412,465
Value of total assets at end of year2010-12-31$46,433,950
Value of total assets at beginning of year2010-12-31$4,024,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,823
Total interest from all sources2010-12-31$41,819
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$740,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$740,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,388,219
Participant contributions at end of year2010-12-31$696,704
Participant contributions at beginning of year2010-12-31$50,701
Participant contributions at end of year2010-12-31$107,897
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,024,246
Total non interest bearing cash at end of year2010-12-31$28,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$42,408,768
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,433,540
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,024,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$31,119
Value of interest in pooled separate accounts at end of year2010-12-31$45,190,497
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,593,046
Interest on participant loans2010-12-31$30,152
Interest earned on other investments2010-12-31$11,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$410,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$381,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$3,720,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,463,715
Contract administrator fees2010-12-31$11,704
Liabilities. Value of benefit claims payable at end of year2010-12-31$410
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for BELOIT HEALTH SYSTEM 403(B) PLAN

2022: BELOIT HEALTH SYSTEM 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELOIT HEALTH SYSTEM 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELOIT HEALTH SYSTEM 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELOIT HEALTH SYSTEM 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELOIT HEALTH SYSTEM 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELOIT HEALTH SYSTEM 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELOIT HEALTH SYSTEM 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELOIT HEALTH SYSTEM 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELOIT HEALTH SYSTEM 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELOIT HEALTH SYSTEM 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BELOIT HEALTH SYSTEM 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BELOIT HEALTH SYSTEM 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BELOIT HEALTH SYSTEM 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BELOIT HEALTH SYSTEM 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered48
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered51
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered58
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,589
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered66
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,472
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,383
Insurance broker organization code?3
Insurance broker nameJ. SCHUT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered64
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,427
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,312
Insurance broker organization code?3
Insurance broker nameP HARKER, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,165
Insurance broker organization code?3
Insurance broker name
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered61
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?3
Insurance broker nameR. HANDEL
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered64
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
Insurance broker nameR. HANDEL
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered63
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number760891
Policy instance 1
Insurance contract or identification number760891
Number of Individuals Covered63
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,478
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,424
Insurance broker organization code?3
Insurance broker nameD WINTER

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