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CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN
Plan identification number 003

CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHILDREN'S WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S WISCONSIN
Employer identification number (EIN):391500074
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01THOMAS SHANAHAN
0032016-01-01THOMAS SHANAHAN
0032015-01-01THOMAS SHANAHAN
0032014-01-01THOMAS SHANAHAN
0032013-01-01THOMAS SHANAHAN
0032012-01-01THOMAS SHANAHAN
0032011-01-01THOMAS SHANAHAN
0032010-01-01TOM SHANAHAN
0032009-01-01TOM SHANAHAN

Plan Statistics for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,069
Total number of active participants reported on line 7a of the Form 55002022-01-015,798
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-011,698
Total of all active and inactive participants2022-01-017,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-017,550
Number of participants with account balances2022-01-017,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,960
Total number of active participants reported on line 7a of the Form 55002021-01-015,299
Number of retired or separated participants receiving benefits2021-01-0141
Number of other retired or separated participants entitled to future benefits2021-01-011,712
Total of all active and inactive participants2021-01-017,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-017,069
Number of participants with account balances2021-01-016,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01143
2020: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,566
Total number of active participants reported on line 7a of the Form 55002020-01-015,302
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-011,607
Total of all active and inactive participants2020-01-016,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-016,960
Number of participants with account balances2020-01-016,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01104
2019: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,968
Total number of active participants reported on line 7a of the Form 55002019-01-015,516
Number of retired or separated participants receiving benefits2019-01-0139
Number of other retired or separated participants entitled to future benefits2019-01-013,993
Total of all active and inactive participants2019-01-019,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-019,566
Number of participants with account balances2019-01-019,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01153
2018: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,344
Total number of active participants reported on line 7a of the Form 55002018-01-015,376
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-013,517
Total of all active and inactive participants2018-01-018,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-018,938
Number of participants with account balances2018-01-018,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01120
2017: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,807
Total number of active participants reported on line 7a of the Form 55002017-01-015,270
Number of retired or separated participants receiving benefits2017-01-0128
Number of other retired or separated participants entitled to future benefits2017-01-013,020
Total of all active and inactive participants2017-01-018,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-018,328
Number of participants with account balances2017-01-018,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01154
2016: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,823
Total number of active participants reported on line 7a of the Form 55002016-01-015,120
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-012,607
Total of all active and inactive participants2016-01-017,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-017,760
Number of participants with account balances2016-01-017,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01121
2015: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,372
Total number of active participants reported on line 7a of the Form 55002015-01-014,804
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-012,907
Total of all active and inactive participants2015-01-017,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-017,732
Number of participants with account balances2015-01-017,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01119
2014: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,146
Total number of active participants reported on line 7a of the Form 55002014-01-014,556
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-012,707
Total of all active and inactive participants2014-01-017,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-017,288
Number of participants with account balances2014-01-017,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,786
Total number of active participants reported on line 7a of the Form 55002013-01-014,556
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-012,505
Total of all active and inactive participants2013-01-017,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-017,079
Number of participants with account balances2013-01-017,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01104
2012: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,566
Total number of active participants reported on line 7a of the Form 55002012-01-014,675
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-012,087
Total of all active and inactive participants2012-01-016,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-016,771
Number of participants with account balances2012-01-016,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0167
2011: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,550
Total number of active participants reported on line 7a of the Form 55002011-01-014,557
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,984
Total of all active and inactive participants2011-01-016,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-016,545
Number of participants with account balances2011-01-016,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0147
2010: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,010
Total number of active participants reported on line 7a of the Form 55002010-01-015,251
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,298
Total of all active and inactive participants2010-01-016,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-016,550
Number of participants with account balances2010-01-016,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,712
Total number of active participants reported on line 7a of the Form 55002009-01-015,319
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01689
Total of all active and inactive participants2009-01-016,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,010
Number of participants with account balances2009-01-015,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-76,495,828
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$70,375,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$69,628,233
Expenses. Certain deemed distributions of participant loans2022-12-31$53,508
Value of total corrective distributions2022-12-31$1,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$65,267,519
Value of total assets at end of year2022-12-31$760,032,545
Value of total assets at beginning of year2022-12-31$906,903,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$692,244
Total interest from all sources2022-12-31$1,115,886
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,417,808
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$25,417,808
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$37,012,944
Participant contributions at end of year2022-12-31$6,142,615
Participant contributions at beginning of year2022-12-31$6,359,909
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,456,782
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$280,324
Administrative expenses (other) incurred2022-12-31$691,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-146,871,439
Value of net assets at end of year (total assets less liabilities)2022-12-31$760,032,545
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$906,903,984
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$503
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$678,624,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$817,324,127
Value of interest in pooled separate accounts at end of year2022-12-31$7,973,702
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,235,513
Interest on participant loans2022-12-31$300,628
Interest earned on other investments2022-12-31$812,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$163,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$280,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$280,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$44,151,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$50,913,129
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$321,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-168,589,794
Net investment gain/loss from pooled separate accounts2022-12-31$292,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$22,797,793
Employer contributions (assets) at end of year2022-12-31$22,976,462
Employer contributions (assets) at beginning of year2022-12-31$19,791,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$69,026,003
Contract administrator fees2022-12-31$50
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$827,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$165,443,691
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$60,588,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$59,947,182
Expenses. Certain deemed distributions of participant loans2021-12-31$69,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$59,765,894
Value of total assets at end of year2021-12-31$906,903,984
Value of total assets at beginning of year2021-12-31$802,876,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$572,784
Total interest from all sources2021-12-31$1,525,227
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,725,623
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$22,725,623
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,822,537
Participant contributions at end of year2021-12-31$6,359,909
Participant contributions at beginning of year2021-12-31$7,011,438
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,958,460
Administrative expenses (other) incurred2021-12-31$572,734
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$104,854,694
Value of net assets at end of year (total assets less liabilities)2021-12-31$906,903,984
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$802,876,804
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$817,324,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$706,903,993
Value of interest in pooled separate accounts at end of year2021-12-31$12,235,513
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,372,546
Interest on participant loans2021-12-31$345,382
Interest earned on other investments2021-12-31$1,179,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$280,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$315,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$315,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$50,913,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$59,839,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$80,888,551
Net investment gain/loss from pooled separate accounts2021-12-31$538,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$20,984,897
Employer contributions (assets) at end of year2021-12-31$19,791,288
Employer contributions (assets) at beginning of year2021-12-31$20,433,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,947,182
Contract administrator fees2021-12-31$50
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$187,415,442
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$51,051,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,321,634
Expenses. Certain deemed distributions of participant loans2020-12-31$85,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$92,342,939
Value of total assets at end of year2020-12-31$802,876,804
Value of total assets at beginning of year2020-12-31$666,513,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$645,212
Total interest from all sources2020-12-31$1,732,125
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,517,082
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$14,517,082
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$31,142,659
Participant contributions at end of year2020-12-31$7,011,438
Participant contributions at beginning of year2020-12-31$8,643,522
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,792,282
Administrative expenses (other) incurred2020-12-31$644,210
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$547,287,979
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$136,363,525
Value of net assets at end of year (total assets less liabilities)2020-12-31$802,876,804
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$666,513,279
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$706,903,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,146,538
Value of interest in pooled separate accounts at end of year2020-12-31$8,372,546
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,373,448
Interest on participant loans2020-12-31$445,248
Interest earned on other investments2020-12-31$1,286,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$315,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$59,839,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,714,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$78,823,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,407,998
Employer contributions (assets) at end of year2020-12-31$20,433,446
Employer contributions (assets) at beginning of year2020-12-31$18,347,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,321,634
Contract administrator fees2020-12-31$1,002
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$163,469,743
Total of all expenses incurred2019-12-31$49,562,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,703,290
Expenses. Certain deemed distributions of participant loans2019-12-31$11,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,875,062
Value of total assets at end of year2019-12-31$666,513,279
Value of total assets at beginning of year2019-12-31$552,605,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$847,746
Total interest from all sources2019-12-31$1,760,614
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,526,826
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$11,526,826
Administrative expenses professional fees incurred2019-12-31$12,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$28,497,935
Participant contributions at end of year2019-12-31$8,643,522
Participant contributions at beginning of year2019-12-31$8,701,817
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$129
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,081,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,328
Administrative expenses (other) incurred2019-12-31$754,061
Total non interest bearing cash at end of year2019-12-31$547,287,979
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$113,907,587
Value of net assets at end of year (total assets less liabilities)2019-12-31$666,513,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$552,605,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$81,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,146,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$463,379,202
Value of interest in pooled separate accounts at end of year2019-12-31$8,373,448
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,401,202
Interest on participant loans2019-12-31$465,688
Interest earned on other investments2019-12-31$1,294,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,714,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,491,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$96,633,993
Net investment gain/loss from pooled separate accounts2019-12-31$1,673,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,295,835
Employer contributions (assets) at end of year2019-12-31$18,347,619
Employer contributions (assets) at beginning of year2019-12-31$17,619,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,703,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$170,994
Total income from all sources (including contributions)2018-12-31$16,620,754
Total of all expenses incurred2018-12-31$32,852,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,942,232
Expenses. Certain deemed distributions of participant loans2018-12-31$57,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,274,256
Value of total assets at end of year2018-12-31$552,605,692
Value of total assets at beginning of year2018-12-31$568,666,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$852,842
Total interest from all sources2018-12-31$1,740,590
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,203,542
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$10,203,542
Administrative expenses professional fees incurred2018-12-31$22,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,969,163
Participant contributions at end of year2018-12-31$8,701,817
Participant contributions at beginning of year2018-12-31$7,576,607
Participant contributions at end of year2018-12-31$129
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,685,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,628
Administrative expenses (other) incurred2018-12-31$789,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,232,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$552,605,692
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$568,666,743
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$40,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$463,379,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$481,170,003
Value of interest in pooled separate accounts at end of year2018-12-31$28,401,202
Value of interest in pooled separate accounts at beginning of year2018-12-31$29,049,555
Interest on participant loans2018-12-31$400,687
Interest earned on other investments2018-12-31$1,339,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$222,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$222,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,491,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,499,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,653,312
Net investment gain/loss from pooled separate accounts2018-12-31$55,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$17,619,186
Employer contributions (assets) at end of year2018-12-31$17,619,186
Employer contributions (assets) at beginning of year2018-12-31$16,140,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,942,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 LLP
Accountancy firm EIN2018-12-31390758449
2017 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$120,295,168
Total of all expenses incurred2017-12-31$20,954,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,342,792
Expenses. Certain deemed distributions of participant loans2017-12-31$39,696
Value of total corrective distributions2017-12-31$2,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$44,013,915
Value of total assets at end of year2017-12-31$568,666,743
Value of total assets at beginning of year2017-12-31$469,325,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$569,266
Total interest from all sources2017-12-31$1,609,158
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,029,502
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$8,029,502
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$24,740,692
Participant contributions at end of year2017-12-31$7,576,607
Participant contributions at beginning of year2017-12-31$6,872,833
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,160,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,403
Administrative expenses (other) incurred2017-12-31$483,025
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$99,341,153
Value of net assets at end of year (total assets less liabilities)2017-12-31$568,666,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$469,325,590
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$86,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$481,170,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$383,619,455
Value of interest in pooled separate accounts at end of year2017-12-31$29,049,555
Value of interest in pooled separate accounts at beginning of year2017-12-31$28,220,522
Interest on participant loans2017-12-31$307,340
Interest earned on other investments2017-12-31$1,301,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$222,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$292,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$292,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,499,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$35,233,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$65,457,272
Net investment gain/loss from pooled separate accounts2017-12-31$1,185,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,112,946
Employer contributions (assets) at end of year2017-12-31$16,140,354
Employer contributions (assets) at beginning of year2017-12-31$15,079,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,342,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$74,246,797
Total of all expenses incurred2016-12-31$24,415,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,804,195
Expenses. Certain deemed distributions of participant loans2016-12-31$23,328
Value of total corrective distributions2016-12-31$353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,311,981
Value of total assets at end of year2016-12-31$469,325,590
Value of total assets at beginning of year2016-12-31$419,494,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$587,482
Total interest from all sources2016-12-31$1,655,541
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,595,652
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$6,595,652
Administrative expenses professional fees incurred2016-12-31$11,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$22,415,488
Participant contributions at end of year2016-12-31$6,872,833
Participant contributions at beginning of year2016-12-31$6,724,802
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,849,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,403
Administrative expenses (other) incurred2016-12-31$545,906
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$49,831,439
Value of net assets at end of year (total assets less liabilities)2016-12-31$469,325,590
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$419,494,151
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$30,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$383,619,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$336,521,271
Value of interest in pooled separate accounts at end of year2016-12-31$28,220,522
Value of interest in pooled separate accounts at beginning of year2016-12-31$26,799,817
Interest on participant loans2016-12-31$277,076
Interest earned on other investments2016-12-31$1,378,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$292,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$35,233,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,242,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,071,199
Net investment gain/loss from pooled separate accounts2016-12-31$612,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,046,517
Employer contributions (assets) at end of year2016-12-31$15,079,034
Employer contributions (assets) at beginning of year2016-12-31$14,205,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,804,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$35,297,310
Total of all expenses incurred2015-12-31$30,029,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,478,155
Expenses. Certain deemed distributions of participant loans2015-12-31$12,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,414,707
Value of total assets at end of year2015-12-31$419,494,151
Value of total assets at beginning of year2015-12-31$414,226,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$538,579
Total interest from all sources2015-12-31$1,594,247
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,496,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,496,744
Administrative expenses professional fees incurred2015-12-31$10,740
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,500,116
Participant contributions at end of year2015-12-31$6,724,802
Participant contributions at beginning of year2015-12-31$5,843,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,759,880
Administrative expenses (other) incurred2015-12-31$489,135
Total non interest bearing cash at beginning of year2015-12-31$71,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,267,858
Value of net assets at end of year (total assets less liabilities)2015-12-31$419,494,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$414,226,293
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$38,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$336,521,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$332,117,363
Value of interest in pooled separate accounts at end of year2015-12-31$26,799,817
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,884,684
Interest on participant loans2015-12-31$238,474
Interest earned on other investments2015-12-31$1,355,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,242,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,729,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,358,668
Net investment gain/loss from pooled separate accounts2015-12-31$150,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,154,711
Employer contributions (assets) at end of year2015-12-31$14,205,868
Employer contributions (assets) at beginning of year2015-12-31$13,579,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,478,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$60,002,958
Total of all expenses incurred2014-12-31$23,604,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,128,147
Expenses. Certain deemed distributions of participant loans2014-12-31$7,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$34,686,663
Value of total assets at end of year2014-12-31$414,226,293
Value of total assets at beginning of year2014-12-31$377,828,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$469,030
Total interest from all sources2014-12-31$1,650,558
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,793,360
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$5,793,360
Administrative expenses professional fees incurred2014-12-31$10,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$19,169,144
Participant contributions at end of year2014-12-31$5,843,687
Participant contributions at beginning of year2014-12-31$4,878,230
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,937,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$56,347
Other income not declared elsewhere2014-12-31$1
Administrative expenses (other) incurred2014-12-31$429,883
Total non interest bearing cash at end of year2014-12-31$71,104
Total non interest bearing cash at beginning of year2014-12-31$68,894
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$36,397,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$414,226,293
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$377,828,294
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$28,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$332,117,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$297,408,948
Value of interest in pooled separate accounts at end of year2014-12-31$25,884,684
Value of interest in pooled separate accounts at beginning of year2014-12-31$24,181,240
Interest on participant loans2014-12-31$201,103
Interest earned on other investments2014-12-31$1,449,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,729,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$37,990,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,782,999
Net investment gain/loss from pooled separate accounts2014-12-31$1,089,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,580,006
Employer contributions (assets) at end of year2014-12-31$13,579,475
Employer contributions (assets) at beginning of year2014-12-31$13,244,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,128,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$88,079,804
Total of all expenses incurred2013-12-31$16,209,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,721,655
Expenses. Certain deemed distributions of participant loans2013-12-31$46,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,743,511
Value of total assets at end of year2013-12-31$377,828,294
Value of total assets at beginning of year2013-12-31$305,957,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$441,006
Total interest from all sources2013-12-31$1,627,506
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,870,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,870,719
Administrative expenses professional fees incurred2013-12-31$12,442
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$18,372,900
Participant contributions at end of year2013-12-31$4,878,230
Participant contributions at beginning of year2013-12-31$3,822,473
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,137,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$56,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$3
Administrative expenses (other) incurred2013-12-31$399,222
Total non interest bearing cash at end of year2013-12-31$68,894
Total non interest bearing cash at beginning of year2013-12-31$12,819
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$71,870,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$377,828,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$305,957,867
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$28,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$297,408,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,183,486
Value of interest in pooled separate accounts at end of year2013-12-31$24,181,240
Value of interest in pooled separate accounts at beginning of year2013-12-31$227,019,455
Interest on participant loans2013-12-31$162,552
Interest earned on other investments2013-12-31$1,464,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$37,990,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$38,748,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,797,466
Net investment gain/loss from pooled separate accounts2013-12-31$2,040,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,233,526
Employer contributions (assets) at end of year2013-12-31$13,244,501
Employer contributions (assets) at beginning of year2013-12-31$13,171,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,721,655
Contract administrator fees2013-12-31$701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$62,174,852
Total of all expenses incurred2012-12-31$12,587,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,234,481
Expenses. Certain deemed distributions of participant loans2012-12-31$1,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,064,629
Value of total assets at end of year2012-12-31$305,957,867
Value of total assets at beginning of year2012-12-31$256,371,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$352,094
Total interest from all sources2012-12-31$1,616,769
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,039,649
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$4,039,649
Administrative expenses professional fees incurred2012-12-31$8,521
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,162,328
Participant contributions at end of year2012-12-31$3,822,473
Participant contributions at beginning of year2012-12-31$2,215,617
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$731,000
Administrative expenses (other) incurred2012-12-31$321,350
Total non interest bearing cash at end of year2012-12-31$12,819
Total non interest bearing cash at beginning of year2012-12-31$27,562
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$49,586,856
Value of net assets at end of year (total assets less liabilities)2012-12-31$305,957,867
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$256,371,011
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$22,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,183,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$181,776,328
Value of interest in pooled separate accounts at end of year2012-12-31$227,019,455
Value of interest in pooled separate accounts at beginning of year2012-12-31$20,749,826
Interest on participant loans2012-12-31$108,971
Interest earned on other investments2012-12-31$1,507,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$38,748,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$39,377,931
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,080,517
Net investment gain/loss from pooled separate accounts2012-12-31$1,373,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,171,301
Employer contributions (assets) at end of year2012-12-31$13,171,301
Employer contributions (assets) at beginning of year2012-12-31$12,223,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,234,149
Contract administrator fees2012-12-31$30
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$32,203,256
Total of all expenses incurred2011-12-31$14,456,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,343,744
Expenses. Certain deemed distributions of participant loans2011-12-31$79,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$32,434,547
Value of total assets at end of year2011-12-31$256,371,011
Value of total assets at beginning of year2011-12-31$238,624,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,269
Total interest from all sources2011-12-31$1,839,736
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,182,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,182,965
Administrative expenses professional fees incurred2011-12-31$2,442
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,016,057
Participant contributions at end of year2011-12-31$2,215,617
Participant contributions at beginning of year2011-12-31$1,253,280
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,166,474
Administrative expenses (other) incurred2011-12-31$30,827
Total non interest bearing cash at end of year2011-12-31$27,562
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$17,746,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$256,371,011
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$238,624,025
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$181,776,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$58,531,802
Value of interest in pooled separate accounts at end of year2011-12-31$20,749,826
Value of interest in pooled separate accounts at beginning of year2011-12-31$108,666,876
Interest on participant loans2011-12-31$43,206
Interest earned on other investments2011-12-31$1,796,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,019,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,019,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$39,377,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$55,152,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,262,887
Net investment gain/loss from pooled separate accounts2011-12-31$1,008,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,252,016
Employer contributions (assets) at end of year2011-12-31$12,223,747
Employer contributions (assets) at beginning of year2011-12-31$12,000,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,343,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$54,078,582
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,895,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,871,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,151,380
Value of total assets at end of year2010-12-31$238,624,025
Value of total assets at beginning of year2010-12-31$192,441,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,992
Total interest from all sources2010-12-31$1,950,926
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,891,862
Participant contributions at end of year2010-12-31$1,253,280
Participant contributions at beginning of year2010-12-31$1,297,830
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,072,948
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$46,182,984
Value of net assets at end of year (total assets less liabilities)2010-12-31$238,624,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$192,441,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$58,531,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,644,600
Value of interest in pooled separate accounts at end of year2010-12-31$108,666,876
Value of interest in pooled separate accounts at beginning of year2010-12-31$86,855,846
Interest on participant loans2010-12-31$6,756
Interest earned on other investments2010-12-31$1,944,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,019,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,251,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,251,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$55,152,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$44,960,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,844,267
Net investment gain/loss from pooled separate accounts2010-12-31$16,132,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,186,570
Employer contributions (assets) at end of year2010-12-31$12,000,152
Employer contributions (assets) at beginning of year2010-12-31$6,430,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,871,606
Contract administrator fees2010-12-31$23,992
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37580
Policy instance 5
Insurance contract or identification number37580
Number of Individuals Covered0
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 planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR07559
Policy instance 4
Insurance contract or identification numberCR07559
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered701
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered168
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
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR07559
Policy instance 4
Insurance contract or identification numberCR07559
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37580
Policy instance 5
Insurance contract or identification number37580
Number of Individuals Covered0
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 planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered181
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered168
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
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered739
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered187
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,808
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 $5,808
Insurance broker organization code?4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 3
Insurance contract or identification numberTT069428
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 4
Insurance contract or identification number100260
Number of Individuals Covered791
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR07559
Policy instance 5
Insurance contract or identification numberCR07559
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered282
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 3
Insurance contract or identification numberTT069428
Number of Individuals Covered8955
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 4
Insurance contract or identification number100260
Number of Individuals Covered842
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR07559
Policy instance 5
Insurance contract or identification numberCR07559
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered192
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 3
Insurance contract or identification numberTT069428
Number of Individuals Covered8672
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 4
Insurance contract or identification number100260
Number of Individuals Covered891
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR07559
Policy instance 5
Insurance contract or identification numberCR07559
Number of Individuals Covered6
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 4
Insurance contract or identification number100260
Number of Individuals Covered938
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 3
Insurance contract or identification numberTT069428
Number of Individuals Covered8174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered319
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered216
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered363
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 3
Insurance contract or identification numberTT069428
Number of Individuals Covered7732
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 4
Insurance contract or identification number100260
Number of Individuals Covered1046
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered390
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered1133
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 4
Insurance contract or identification numberTT069428
Number of Individuals Covered6568
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered230
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered237
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered1223
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 4
Insurance contract or identification numberTT069428
Number of Individuals Covered6215
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered422
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 4
Insurance contract or identification numberTT069428
Number of Individuals Covered5939
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered1331
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered453
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,750
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,750
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $939
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees431
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJON D. LANDVATTER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069428
Policy instance 4
Insurance contract or identification numberTT069428
Number of Individuals Covered5415
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered1458
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered256
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $4,970
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered483
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $70,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014391-A
Policy instance 1
Insurance contract or identification number014391-A
Number of Individuals Covered274
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,398
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194137-030
Policy instance 2
Insurance contract or identification number194137-030
Number of Individuals Covered675
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $74,244
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100260
Policy instance 3
Insurance contract or identification number100260
Number of Individuals Covered4355
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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