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FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 401k Plan overview

Plan NameFROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN
Plan identification number 002

FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FROEDTERT HEALTH, INC.
Employer identification number (EIN):392014409

Additional information about FROEDTERT HEALTH, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2020-07-06
Company Identification Number: 0803673425
Legal Registered Office Address: 9200 W WISCONSIN AVE

MILWAUKEE
United States of America (USA)
53226

More information about FROEDTERT HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JEFF VAN DE KREEKE
0022016-01-01JEFFREY VAN DE KREEKE
0022015-01-01JEFFREY VAN DE KREEKE
0022014-01-01JEFFREY VAN DE KREEKE
0022013-01-01JEFFREY VAN DE KREEKE
0022012-01-01JEFFREY VAN DE DREEKE
0022011-01-01JEFFREY VAN DE DREEKE

Plan Statistics for FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

401k plan membership statisitcs for FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

Measure Date Value
2022: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,364
Total number of active participants reported on line 7a of the Form 55002022-01-012,198
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-01653
Total of all active and inactive participants2022-01-012,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-012,937
Number of participants with account balances2022-01-012,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,517
Total number of active participants reported on line 7a of the Form 55002021-01-011,816
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-01485
Total of all active and inactive participants2021-01-012,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-012,364
Number of participants with account balances2021-01-012,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,680
Total number of active participants reported on line 7a of the Form 55002020-01-012,009
Number of retired or separated participants receiving benefits2020-01-0149
Number of other retired or separated participants entitled to future benefits2020-01-01451
Total of all active and inactive participants2020-01-012,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,517
Number of participants with account balances2020-01-012,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,842
Total number of active participants reported on line 7a of the Form 55002019-01-012,205
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-01424
Total of all active and inactive participants2019-01-012,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,680
Number of participants with account balances2019-01-012,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,225
Total number of active participants reported on line 7a of the Form 55002018-01-012,369
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-01432
Total of all active and inactive participants2018-01-012,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,842
Number of participants with account balances2018-01-012,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,383
Total number of active participants reported on line 7a of the Form 55002017-01-012,567
Number of retired or separated participants receiving benefits2017-01-0141
Number of other retired or separated participants entitled to future benefits2017-01-01608
Total of all active and inactive participants2017-01-013,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-013,225
Number of participants with account balances2017-01-013,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,551
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-01284
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01327
Number of participants with account balances2016-01-013,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,348
Total number of active participants reported on line 7a of the Form 55002015-01-012,924
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01597
Total of all active and inactive participants2015-01-013,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-013,551
Number of participants with account balances2015-01-013,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,353
Total number of active participants reported on line 7a of the Form 55002014-01-011,056
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01279
Total of all active and inactive participants2014-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,348
Number of participants with account balances2014-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,433
Total number of active participants reported on line 7a of the Form 55002013-01-011,159
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01186
Total of all active and inactive participants2013-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,353
Number of participants with account balances2013-01-011,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,494
Total number of active participants reported on line 7a of the Form 55002012-01-011,147
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01279
Total of all active and inactive participants2012-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,433
Number of participants with account balances2012-01-011,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,264
Total number of active participants reported on line 7a of the Form 55002011-01-011,205
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01286
Total of all active and inactive participants2011-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,494
Number of participants with account balances2011-01-011,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

Measure Date Value
2022 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$46,890,228
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$0
Total income from all sources (including contributions)2022-12-31$-20,105,833
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,317,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,212,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$122,603,879
Value of total assets at beginning of year2022-12-31$106,136,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,751
Total interest from all sources2022-12-31$1,116,061
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,744,754
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$1,744,754
Administrative expenses professional fees incurred2022-12-31$1,732
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
Participant contributions at end of year2022-12-31$62,968
Participant contributions at beginning of year2022-12-31$69,236
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,879,126
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,062,954
Other income not declared elsewhere2022-12-31$-427,874
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$-30,422,846
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,603,879
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$106,136,497
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$10,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,423,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,948,106
Interest on participant loans2022-12-31$3,068
Interest earned on other investments2022-12-31$1,112,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,238,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,056,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,538,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,212,262
Contract administrator fees2022-12-31$92,984
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$13,988,085
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,559,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,480,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$106,136,497
Value of total assets at beginning of year2021-12-31$103,708,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,524
Total interest from all sources2021-12-31$926,261
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,249,502
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$2,249,502
Administrative expenses professional fees incurred2021-12-31$8,590
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
Participant contributions at end of year2021-12-31$69,236
Participant contributions at beginning of year2021-12-31$93,008
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,062,954
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,273,702
Other income not declared elsewhere2021-12-31$569,472
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$2,428,221
Value of net assets at end of year (total assets less liabilities)2021-12-31$106,136,497
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,708,276
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$91,948,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,775,557
Interest on participant loans2021-12-31$5,691
Interest earned on other investments2021-12-31$920,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,056,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,566,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,242,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,480,340
Contract administrator fees2021-12-31$70,934
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : FROEDTERT HEALTH, INC 401(A) RETIREMENT 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$12,859,274
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,067,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,992,235
Expenses. Certain deemed distributions of participant loans2020-12-31$1,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$103,708,276
Value of total assets at beginning of year2020-12-31$99,916,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,859
Total interest from all sources2020-12-31$831,615
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,824,357
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$1,824,357
Administrative expenses professional fees incurred2020-12-31$8,400
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
Participant contributions at end of year2020-12-31$93,008
Participant contributions at beginning of year2020-12-31$70,055
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,273,702
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,618,101
Other income not declared elsewhere2020-12-31$101,271
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$3,792,192
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,708,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,916,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,775,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,320,357
Interest on participant loans2020-12-31$3,020
Interest earned on other investments2020-12-31$828,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,566,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,907,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,102,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,992,235
Contract administrator fees2020-12-31$56,002
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,325,283
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,469,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,365,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$99,916,084
Value of total assets at beginning of year2019-12-31$88,059,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,132
Total interest from all sources2019-12-31$892,929
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,638,722
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$1,638,722
Administrative expenses professional fees incurred2019-12-31$8,605
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
Participant contributions at end of year2019-12-31$70,055
Participant contributions at beginning of year2019-12-31$55,968
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,618,101
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,508,874
Other income not declared elsewhere2019-12-31$592,926
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$11,856,121
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,916,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$88,059,963
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$9,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,320,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,599,512
Interest on participant loans2019-12-31$3,475
Interest earned on other investments2019-12-31$889,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,907,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,895,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,200,706
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,365,030
Contract administrator fees2019-12-31$86,351
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-3,977,788
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,843,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,732,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$190,309
Value of total assets at end of year2018-12-31$88,059,963
Value of total assets at beginning of year2018-12-31$100,881,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$110,626
Total interest from all sources2018-12-31$124,574
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,185,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,185,927
Administrative expenses professional fees incurred2018-12-31$7,195
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 period2018-12-31Yes
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
Participant contributions at end of year2018-12-31$55,968
Participant contributions at beginning of year2018-12-31$89,450
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,508,874
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,370,872
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$190,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$37
Other income not declared elsewhere2018-12-31$-364,169
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$-12,821,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$88,059,963
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,881,116
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$4,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,599,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,224,229
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,031,600
Interest on participant loans2018-12-31$3,092
Interest earned on other investments2018-12-31$121,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,895,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$164,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,170,112
Net investment gain/loss from pooled separate accounts2018-12-31$55,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,732,739
Contract administrator fees2018-12-31$98,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,549,457
Total of all expenses incurred2017-12-31$7,899,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,789,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,932
Value of total assets at end of year2017-12-31$100,881,116
Value of total assets at beginning of year2017-12-31$94,231,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,288
Total interest from all sources2017-12-31$4,671
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,612,545
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$1,612,545
Administrative expenses professional fees incurred2017-12-31$3,750
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
Participant contributions at end of year2017-12-31$89,450
Participant contributions at beginning of year2017-12-31$127,679
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,370,872
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,878,831
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12
Other income not declared elsewhere2017-12-31$523,065
Administrative expenses (other) incurred2017-12-31$106,538
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$6,649,773
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,881,116
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,231,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$91,224,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,688,253
Value of interest in pooled separate accounts at end of year2017-12-31$6,031,600
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,438,652
Interest on participant loans2017-12-31$4,660
Interest earned on other investments2017-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$164,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$97,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,296,443
Net investment gain/loss from pooled separate accounts2017-12-31$82,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,789,396
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 name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,877
Total income from all sources (including contributions)2016-12-31$6,782,417
Total of all expenses incurred2016-12-31$7,533,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,489,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,425
Value of total assets at end of year2016-12-31$94,231,343
Value of total assets at beginning of year2016-12-31$94,980,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,239
Total interest from all sources2016-12-31$5,613
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,426,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,426,954
Administrative expenses professional fees incurred2016-12-31$16,049
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
Participant contributions at end of year2016-12-31$127,679
Participant contributions at beginning of year2016-12-31$163,067
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,878,831
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,462,196
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$367
Other income not declared elsewhere2016-12-31$360,405
Administrative expenses (other) incurred2016-12-31$27,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-750,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,231,343
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,980,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$83,688,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$84,134,128
Value of interest in pooled separate accounts at end of year2016-12-31$6,438,652
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,076,146
Interest on participant loans2016-12-31$5,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$97,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$144,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,877,875
Net investment gain/loss from pooled separate accounts2016-12-31$95,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,489,892
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 name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$56,084,542
Total income from all sources (including contributions)2015-12-31$-1,496,013
Total of all expenses incurred2015-12-31$7,335,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,307,322
Expenses. Certain deemed distributions of participant loans2015-12-31$1,415
Value of total assets at end of year2015-12-31$94,980,180
Value of total assets at beginning of year2015-12-31$47,727,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,980
Total interest from all sources2015-12-31$6,841
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,235,738
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$1,235,738
Administrative expenses professional fees incurred2015-12-31$11,639
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
Participant contributions at end of year2015-12-31$163,067
Participant contributions at beginning of year2015-12-31$158,531
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,462,196
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,654,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$227
Other income not declared elsewhere2015-12-31$-153,538
Administrative expenses (other) incurred2015-12-31$15,341
Total non interest bearing cash at beginning of year2015-12-31$60,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,831,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,980,180
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,727,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$84,134,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,659,080
Value of interest in pooled separate accounts at end of year2015-12-31$7,076,146
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,186,208
Interest on participant loans2015-12-31$6,840
Interest earned on other investments2015-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$144,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,665,357
Net investment gain/loss from pooled separate accounts2015-12-31$80,303
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,307,322
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 name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,065,683
Total of all expenses incurred2014-12-31$2,889,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,865,555
Value of total assets at end of year2014-12-31$47,727,368
Value of total assets at beginning of year2014-12-31$47,551,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,137
Total interest from all sources2014-12-31$5,315
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$691,884
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$691,884
Administrative expenses professional fees incurred2014-12-31$10,485
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
Participant contributions at end of year2014-12-31$158,531
Participant contributions at beginning of year2014-12-31$106,516
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,654,039
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,296,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$217
Other income not declared elsewhere2014-12-31$341,811
Administrative expenses (other) incurred2014-12-31$13,652
Total non interest bearing cash at end of year2014-12-31$60,744
Total non interest bearing cash at beginning of year2014-12-31$93,777
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$175,991
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,727,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,551,377
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,659,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,778,666
Value of interest in pooled separate accounts at end of year2014-12-31$3,186,208
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,268,689
Interest on participant loans2014-12-31$5,314
Interest earned on other investments2014-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,962,108
Net investment gain/loss from pooled separate accounts2014-12-31$64,565
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,865,555
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 name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,723,284
Total of all expenses incurred2013-12-31$4,440,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,424,690
Expenses. Certain deemed distributions of participant loans2013-12-31$4,926
Value of total assets at end of year2013-12-31$47,551,377
Value of total assets at beginning of year2013-12-31$43,268,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,120
Total interest from all sources2013-12-31$3,823
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$634,216
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$634,216
Administrative expenses professional fees incurred2013-12-31$7,760
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
Participant contributions at end of year2013-12-31$106,516
Participant contributions at beginning of year2013-12-31$103,521
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,296,965
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,624,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$418
Other income not declared elsewhere2013-12-31$838,122
Administrative expenses (other) incurred2013-12-31$1,050
Total non interest bearing cash at end of year2013-12-31$93,777
Total non interest bearing cash at beginning of year2013-12-31$57,488
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$4,282,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,551,377
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,268,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,778,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,953,972
Value of interest in pooled separate accounts at end of year2013-12-31$3,268,689
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,522,702
Interest on participant loans2013-12-31$3,822
Interest earned on other investments2013-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,172,851
Net investment gain/loss from pooled separate accounts2013-12-31$74,272
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,424,690
Contract administrator fees2013-12-31$2,310
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 name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,764,013
Total of all expenses incurred2012-12-31$1,767,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,763,326
Value of total assets at end of year2012-12-31$43,268,829
Value of total assets at beginning of year2012-12-31$40,272,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,492
Total interest from all sources2012-12-31$3,477
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$785,558
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$785,558
Administrative expenses professional fees incurred2012-12-31$2,464
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
Participant contributions at end of year2012-12-31$103,521
Participant contributions at beginning of year2012-12-31$82,390
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,624,300
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,542,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$92
Other income not declared elsewhere2012-12-31$235,333
Administrative expenses (other) incurred2012-12-31$2,028
Total non interest bearing cash at end of year2012-12-31$57,488
Total non interest bearing cash at beginning of year2012-12-31$50,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,996,195
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,268,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,272,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$35,953,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,347,735
Value of interest in pooled separate accounts at end of year2012-12-31$3,522,702
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,244,992
Interest on participant loans2012-12-31$3,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,662,174
Net investment gain/loss from pooled separate accounts2012-12-31$77,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,763,326
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 name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$5,311,623
Total income from all sources (including contributions)2011-12-31$174,114
Total of all expenses incurred2011-12-31$1,277,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,275,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$641
Value of total assets at end of year2011-12-31$40,272,634
Value of total assets at beginning of year2011-12-31$36,064,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,318
Total interest from all sources2011-12-31$2,669
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$709,008
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$709,008
Administrative expenses professional fees incurred2011-12-31$1,568
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$82,390
Participant contributions at beginning of year2011-12-31$54,441
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,542,310
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,910,896
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$641
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$92
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$179
Other income not declared elsewhere2011-12-31$85,283
Administrative expenses (other) incurred2011-12-31$750
Total non interest bearing cash at end of year2011-12-31$50,745
Total non interest bearing cash at beginning of year2011-12-31$25,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,103,392
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,272,634
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,064,403
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$33,347,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,906,243
Value of interest in pooled separate accounts at end of year2011-12-31$3,244,992
Value of interest in pooled separate accounts at beginning of year2011-12-31$813,558
Interest on participant loans2011-12-31$2,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-693,578
Net investment gain/loss from pooled separate accounts2011-12-31$70,091
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
Employer contributions (assets) at beginning of year2011-12-31$1,350,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,275,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SCHENCK
Accountancy firm EIN2011-12-31391173131
2010 : FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$27,143,368
Total income from all sources (including contributions)2010-12-31$5,350,695
Total of all expenses incurred2010-12-31$1,129,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,128,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$878
Value of total assets at end of year2010-12-31$36,064,403
Value of total assets at beginning of year2010-12-31$4,699,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$608
Total interest from all sources2010-12-31$885
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$690,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$690,780
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$54,441
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,910,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$179
Other income not declared elsewhere2010-12-31$513,018
Administrative expenses (other) incurred2010-12-31$608
Total non interest bearing cash at end of year2010-12-31$25,881
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$4,221,281
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,064,403
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,699,754
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$30,906,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,592,126
Value of interest in pooled separate accounts at end of year2010-12-31$813,558
Value of interest in pooled separate accounts at beginning of year2010-12-31$107,628
Interest on participant loans2010-12-31$885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,128,922
Net investment gain/loss from pooled separate accounts2010-12-31$16,212
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$878
Employer contributions (assets) at end of year2010-12-31$1,350,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,128,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SCHENCK
Accountancy firm EIN2010-12-31391173131

Form 5500 Responses for FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN

2022: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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: FROEDTERT HEALTH, INC 401(A) RETIREMENT 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895554-087
Policy instance 2
Insurance contract or identification number895554-087
Number of Individuals Covered524
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553 087
Policy instance 1
Insurance contract or identification number895553 087
Number of Individuals Covered756
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895554-087
Policy instance 2
Insurance contract or identification number895554-087
Number of Individuals Covered553
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553 087
Policy instance 1
Insurance contract or identification number895553 087
Number of Individuals Covered548
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553 087
Policy instance 1
Insurance contract or identification number895553 087
Number of Individuals Covered594
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895554-087
Policy instance 2
Insurance contract or identification number895554-087
Number of Individuals Covered618
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553 087
Policy instance 1
Insurance contract or identification number895553 087
Number of Individuals Covered1901
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553/895552
Policy instance 2
Insurance contract or identification number895553/895552
Number of Individuals Covered638
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895552095
Policy instance 3
Insurance contract or identification number895552095
Number of Individuals Covered521
Insurance policy start date2018-08-14
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895553 087
Policy instance 2
Insurance contract or identification number895553 087
Number of Individuals Covered648
Insurance policy start date2018-08-14
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-08-13
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered3225
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 numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered3551
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered1348
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered1353
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered1433
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered1494
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 numberTT080326
Policy instance 1
Insurance contract or identification numberTT080326
Number of Individuals Covered1264
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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