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FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameFAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN
Plan identification number 516

FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

FAIRVIEW HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:FAIRVIEW HEALTH SERVICES
Employer identification number (EIN):410991680
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5162018-01-01
5162018-01-01
5162017-01-01CAROLYN JACOBSON CAROLYN JACOBSON2018-10-11
5162016-01-01CAROLYN JACOBSON CAROLYN JACOBSON2017-10-16
5162015-01-01CAROLYN JACOBSON CAROLYN JACOBSON2016-08-05
5162014-01-01CAROLYN JACOBSON CAROLYN JACOBSON2015-05-07
5162013-01-01CAROLYN JACOBSON CAROLYN JACOBSON2014-09-15
5162012-01-01PAULA PHILLIPPE
5162011-01-01PAULA PHILLIPPE
5162010-01-01PAULA PHILLIPPE
5162009-01-01PAULA PHILLIPPE

Plan Statistics for FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN

401k plan membership statisitcs for FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN

Measure Date Value
2018: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01607
Total number of active participants reported on line 7a of the Form 55002018-01-01607
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01607
2017: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01562
Total number of active participants reported on line 7a of the Form 55002017-01-01607
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01607
2016: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01442
Total number of active participants reported on line 7a of the Form 55002016-01-01562
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01562
2015: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,809
Total number of active participants reported on line 7a of the Form 55002015-01-01442
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01442
2014: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,951
Total number of active participants reported on line 7a of the Form 55002014-01-011,809
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,809
2013: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01470
Total number of active participants reported on line 7a of the Form 55002013-01-011,951
Total of all active and inactive participants2013-01-011,951
2012: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01421
Total number of active participants reported on line 7a of the Form 55002012-01-01470
Total of all active and inactive participants2012-01-01470
2011: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01475
Total number of active participants reported on line 7a of the Form 55002011-01-01421
Total of all active and inactive participants2011-01-01421
2010: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01295
Total number of active participants reported on line 7a of the Form 55002010-01-01475
Total of all active and inactive participants2010-01-01475
2009: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01295
Total number of active participants reported on line 7a of the Form 55002009-01-01295
Total of all active and inactive participants2009-01-01295

Financial Data on FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN

Measure Date Value
2012 : FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2012 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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
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
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
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 investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2011 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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
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
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
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 investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2010 : FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2010 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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
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
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
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
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 investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN

2018: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: FAIRVIEW HEALTH SERVICES PHYSICIAN LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50101-2
Policy instance 1
Insurance contract or identification number50101-2
Number of Individuals Covered607
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50101-2
Policy instance 1
Insurance contract or identification number50101-2
Number of Individuals Covered607
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $124,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50101-1
Policy instance 1
Insurance contract or identification number50101-1
Number of Individuals Covered442
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50101-1
Policy instance 1
Insurance contract or identification number50101-1
Number of Individuals Covered1809
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $203,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50101-1
Policy instance 1
Insurance contract or identification number50101-1
Number of Individuals Covered1951
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $173,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50501-2
Policy instance 1
Insurance contract or identification number50501-2
Number of Individuals Covered470
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $718,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number50501-2
Policy instance 1
Insurance contract or identification number50501-2
Number of Individuals Covered421
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $295,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number371804
Policy instance 1
Insurance contract or identification number371804
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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