401k Plan data: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN plan

THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN
Plan identification number	007

THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC.

Employer identification number (EIN): 410811697

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01 DOUG JOHNSON 2018-10-10 DOUG JOHNSON 2018-10-10
007 2016-01-01 DOUG JOHNSON 2017-10-12 DOUG JOHNSON 2017-10-12
007 2015-01-01 DOUG JOHNSON 2016-10-14 DOUG JOHNSON 2016-10-14
007 2014-01-01 DOUG JOHNSON 2015-10-15 DOUG JOHNSON 2015-10-15
007 2013-01-01 DOUG JOHNSON 2014-10-13 DOUG JOHNSON 2014-10-13
007 2012-01-01 DOUG JOHNSON 2013-10-07 DOUG JOHNSON 2013-10-07
007 2011-01-01 DOUG JOHNSON 2012-10-15 DOUG JOHNSON 2012-10-15
007 2009-01-01 DOUGLAS JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2017-01-01	DOUG JOHNSON	2018-10-10	DOUG JOHNSON	2018-10-10
007	2016-01-01	DOUG JOHNSON	2017-10-12	DOUG JOHNSON	2017-10-12
007	2015-01-01	DOUG JOHNSON	2016-10-14	DOUG JOHNSON	2016-10-14
007	2014-01-01	DOUG JOHNSON	2015-10-15	DOUG JOHNSON	2015-10-15
007	2013-01-01	DOUG JOHNSON	2014-10-13	DOUG JOHNSON	2014-10-13
007	2012-01-01	DOUG JOHNSON	2013-10-07	DOUG JOHNSON	2013-10-07
007	2011-01-01	DOUG JOHNSON	2012-10-15	DOUG JOHNSON	2012-10-15
007	2009-01-01	DOUGLAS JOHNSON

Plan Statistics for THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 83
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 153
Number of participants with account balances 2022-01-01 147
2021: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 170
Number of participants with account balances 2021-01-01 163
2020: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 67
Total of all active and inactive participants 2020-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 186
Number of participants with account balances 2020-01-01 178
2019: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 135
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 58
Total of all active and inactive participants 2019-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 204
Number of participants with account balances 2019-01-01 197
2018: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 156
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 73
Total of all active and inactive participants 2018-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 237
Number of participants with account balances 2018-01-01 235
2017: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 252
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 291
Number of participants with account balances 2017-01-01 252
2016: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 270
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 311
Number of participants with account balances 2016-01-01 268
2015: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 293
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 343
Number of participants with account balances 2015-01-01 293
2014: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 319
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 376
Number of participants with account balances 2014-01-01 319
2013: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 279
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 54
Total of all active and inactive participants 2013-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 341
Number of participants with account balances 2013-01-01 341
2012: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 290
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 68
Total of all active and inactive participants 2012-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 363
Number of participants with account balances 2012-01-01 363
2011: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 312
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 62
Total of all active and inactive participants 2011-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 378
Number of participants with account balances 2011-01-01 378
2009: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 344
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 420
Number of participants with account balances 2009-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	153
Number of participants with account balances	2022-01-01	147
2021: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	170
Number of participants with account balances	2021-01-01	163
2020: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	67
Total of all active and inactive participants	2020-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	186
Number of participants with account balances	2020-01-01	178
2019: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	135
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	58
Total of all active and inactive participants	2019-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	204
Number of participants with account balances	2019-01-01	197
2018: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	156
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	73
Total of all active and inactive participants	2018-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	237
Number of participants with account balances	2018-01-01	235
2017: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	252
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	291
Number of participants with account balances	2017-01-01	252
2016: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	270
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	311
Number of participants with account balances	2016-01-01	268
2015: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	293
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	343
Number of participants with account balances	2015-01-01	293
2014: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	319
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	376
Number of participants with account balances	2014-01-01	319
2013: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	279
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	54
Total of all active and inactive participants	2013-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	341
Number of participants with account balances	2013-01-01	341
2012: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	290
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	68
Total of all active and inactive participants	2012-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	363
Number of participants with account balances	2012-01-01	363
2011: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	312
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	62
Total of all active and inactive participants	2011-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	378
Number of participants with account balances	2011-01-01	378
2009: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	344
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	420
Number of participants with account balances	2009-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,016,677
Total of all expenses incurred	2022-12-31	$1,606,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,599,900
Value of total assets at end of year	2022-12-31	$8,424,721
Value of total assets at beginning of year	2022-12-31	$12,048,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,879
Total interest from all sources	2022-12-31	$442
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$478,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$478,334
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$7,198
Participant contributions at beginning of year	2022-12-31	$13,091
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$10
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$110,075
Administrative expenses (other) incurred	2022-12-31	$6,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,623,456
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,424,721
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,048,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,937,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,056,713
Interest on participant loans	2022-12-31	$442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$479,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$868,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,495,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,599,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,469,280
Total of all expenses incurred	2021-12-31	$1,172,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,165,085
Value of total assets at end of year	2021-12-31	$12,048,177
Value of total assets at beginning of year	2021-12-31	$11,751,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,516
Total interest from all sources	2021-12-31	$202
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$591,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$591,378
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$13,091
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$110,075
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$96,362
Administrative expenses (other) incurred	2021-12-31	$7,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$296,679
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,048,177
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,751,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,056,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,635,964
Interest on participant loans	2021-12-31	$202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$868,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,018,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$877,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,165,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,672,345
Total of all expenses incurred	2020-12-31	$1,674,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,666,125
Value of total assets at end of year	2020-12-31	$11,751,498
Value of total assets at beginning of year	2020-12-31	$11,753,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,919
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$380,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$380,647
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$96,362
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$135,856
Administrative expenses (other) incurred	2020-12-31	$7,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-1,699
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,751,498
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,753,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,635,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,601,432
Interest on participant loans	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,018,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,015,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,291,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,666,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,085,570
Total of all expenses incurred	2019-12-31	$2,012,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,003,439
Value of total assets at end of year	2019-12-31	$11,753,197
Value of total assets at beginning of year	2019-12-31	$11,680,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,513
Total interest from all sources	2019-12-31	$507
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$386,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$386,361
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$19,606
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$135,856
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$113,037
Administrative expenses (other) incurred	2019-12-31	$9,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$72,618
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,753,197
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,680,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,601,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,164,681
Interest on participant loans	2019-12-31	$507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,015,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,383,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,698,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,003,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-390,920
Total of all expenses incurred	2018-12-31	$742,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$734,493
Value of total assets at end of year	2018-12-31	$11,680,579
Value of total assets at beginning of year	2018-12-31	$12,813,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,999
Total interest from all sources	2018-12-31	$1,498
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$698,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$698,249
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$19,606
Participant contributions at beginning of year	2018-12-31	$40,432
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$113,037
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$85,380
Administrative expenses (other) incurred	2018-12-31	$7,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,133,412
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,680,579
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,813,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,164,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,255,956
Interest on participant loans	2018-12-31	$1,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,383,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,432,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,090,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$734,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,883,577
Total of all expenses incurred	2017-12-31	$1,121,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,110,891
Value of total assets at end of year	2017-12-31	$12,813,991
Value of total assets at beginning of year	2017-12-31	$12,052,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,979
Total interest from all sources	2017-12-31	$371
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$200,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$200,488
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$40,432
Participant contributions at beginning of year	2017-12-31	$37,768
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$85,380
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$73,181
Administrative expenses (other) incurred	2017-12-31	$10,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$761,707
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,813,991
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,052,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,255,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,459,833
Interest on participant loans	2017-12-31	$371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,432,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,481,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,682,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,110,891
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$833,808
Total of all expenses incurred	2016-12-31	$1,376,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,366,324
Value of total assets at end of year	2016-12-31	$12,052,284
Value of total assets at beginning of year	2016-12-31	$12,594,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,166
Total interest from all sources	2016-12-31	$566
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$189,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$189,138
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$37,768
Participant contributions at beginning of year	2016-12-31	$54,709
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$73,181
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$192,358
Administrative expenses (other) incurred	2016-12-31	$10,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-542,682
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,052,284
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,594,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,459,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,943,548
Interest on participant loans	2016-12-31	$566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,481,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,404,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$644,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,366,324
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$-82,502
Total of all expenses incurred	2015-12-31	$1,611,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,602,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$12,594,966
Value of total assets at beginning of year	2015-12-31	$14,289,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,600
Total interest from all sources	2015-12-31	$1,097
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$157,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$157,329
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$54,709
Participant contributions at beginning of year	2015-12-31	$82,961
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$192,358
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$485,164
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$9,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,694,241
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,594,966
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,289,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,943,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,456,825
Interest on participant loans	2015-12-31	$1,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,404,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,264,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-240,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,602,139
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$810,209
Total of all expenses incurred	2014-12-31	$945,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$945,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$28,462
Value of total assets at end of year	2014-12-31	$14,289,207
Value of total assets at beginning of year	2014-12-31	$14,424,912
Total interest from all sources	2014-12-31	$2,274
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$269,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$269,142
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$82,961
Participant contributions at beginning of year	2014-12-31	$123,654
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$485,164
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$463,336
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$28,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-135,705
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,289,207
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,424,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,456,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,520,110
Interest on participant loans	2014-12-31	$2,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,264,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,317,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$510,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$945,914
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG, LLP
Accountancy firm EIN	2014-12-31	135665207
2013 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,042,370
Total of all expenses incurred	2013-12-31	$946,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$945,468
Value of total assets at end of year	2013-12-31	$14,424,912
Value of total assets at beginning of year	2013-12-31	$13,328,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$811
Total interest from all sources	2013-12-31	$2,118
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$268,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$268,562
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$123,654
Participant contributions at beginning of year	2013-12-31	$121,250
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$463,336
Administrative expenses (other) incurred	2013-12-31	$811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,096,091
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,424,912
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,328,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,520,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,789,692
Interest on participant loans	2013-12-31	$2,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,317,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,417,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,771,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$945,468
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG,LLP.
Accountancy firm EIN	2013-12-31	135665207
2012 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,407,753
Total of all expenses incurred	2012-12-31	$890,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$887,089
Value of total assets at end of year	2012-12-31	$13,328,821
Value of total assets at beginning of year	2012-12-31	$12,811,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,441
Total interest from all sources	2012-12-31	$2,533
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$296,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$296,207
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$121,250
Participant contributions at beginning of year	2012-12-31	$132,014
Administrative expenses (other) incurred	2012-12-31	$3,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$517,223
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,328,821
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,811,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,789,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,679,584
Interest on participant loans	2012-12-31	$2,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,417,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,109,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$887,089
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG,LLP.
Accountancy firm EIN	2012-12-31	135665207
2011 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$-165,870
Total of all expenses incurred	2011-12-31	$709,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$709,027
Value of total assets at end of year	2011-12-31	$12,811,598
Value of total assets at beginning of year	2011-12-31	$13,686,495
Total interest from all sources	2011-12-31	$3,872
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$256,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$256,258
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$132,014
Participant contributions at beginning of year	2011-12-31	$183,703
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$450,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-874,897
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,811,598
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,686,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,679,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,516,320
Interest on participant loans	2011-12-31	$3,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,535,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-426,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$709,027
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135665207
2010 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,460,213
Total of all expenses incurred	2010-12-31	$768,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$755,847
Expenses. Certain deemed distributions of participant loans	2010-12-31	$12,540
Value of total assets at end of year	2010-12-31	$13,686,495
Value of total assets at beginning of year	2010-12-31	$12,994,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$180
Total interest from all sources	2010-12-31	$55,408
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$226,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$226,045
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$183,703
Participant contributions at beginning of year	2010-12-31	$189,822
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$450,790
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$448,999
Other income not declared elsewhere	2010-12-31	$51,790
Administrative expenses (other) incurred	2010-12-31	$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$691,646
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,686,495
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,994,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,516,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,883,533
Interest on participant loans	2010-12-31	$4,211
Interest earned on other investments	2010-12-31	$51,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,535,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,472,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,126,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$755,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749
2009 : THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

2022: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895300 007

Policy instance

Insurance contract or identification number	895300 007
Number of Individuals Covered	45
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895300 007

Policy instance

Insurance contract or identification number	895300 007
Number of Individuals Covered	52
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895300 007

Policy instance

Insurance contract or identification number	895300 007
Number of Individuals Covered	52
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895300 007

Policy instance

Insurance contract or identification number	895300 007
Number of Individuals Covered	60
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-10-12
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	268
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	293
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	319
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	341
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	363
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	378
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA068832

Policy instance

Insurance contract or identification number	TA068832
Number of Individuals Covered	398
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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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Company Name:	LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC.
Employer identification number (EIN):	410811697
NAIC Classification:	622000
NAIC Description:	Hospitals