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STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 401k Plan overview

Plan NameSTORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN
Plan identification number 002

STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN Benefits

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

401k Sponsoring company profile

STORMONT VAIL HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:STORMONT VAIL HEALTHCARE
Employer identification number (EIN):480543789
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01LISA CARLTON LISA CARLTON2018-07-13
0022015-10-01LISA CARLTON LISA CARLTON2017-07-14
0022014-10-01LISA CARLTON LISA CARLTON2016-07-15
0022014-10-01LISA CARLTON LISA CARLTON2016-07-15
0022013-10-01LISA CARLTON LISA CARLTON2015-07-14
0022012-10-01LISA CARLTON LISA CARLTON2014-07-10
0022011-10-01LISA CARLTON
0022009-10-01LISA CARLTON

Plan Statistics for STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN

401k plan membership statisitcs for STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN

Measure Date Value
2022: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-016,895
Total number of active participants reported on line 7a of the Form 55002022-10-015,717
Number of retired or separated participants receiving benefits2022-10-0135
Number of other retired or separated participants entitled to future benefits2022-10-011,364
Total of all active and inactive participants2022-10-017,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-0116
Total participants2022-10-017,132
Number of participants with account balances2022-10-016,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-01139
2021: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-016,853
Total number of active participants reported on line 7a of the Form 55002021-10-015,334
Number of retired or separated participants receiving benefits2021-10-0134
Number of other retired or separated participants entitled to future benefits2021-10-011,518
Total of all active and inactive participants2021-10-016,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-019
Total participants2021-10-016,895
Number of participants with account balances2021-10-016,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-01206
2020: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-016,980
Total number of active participants reported on line 7a of the Form 55002020-10-015,412
Number of retired or separated participants receiving benefits2020-10-0127
Number of other retired or separated participants entitled to future benefits2020-10-011,406
Total of all active and inactive participants2020-10-016,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-018
Total participants2020-10-016,853
Number of participants with account balances2020-10-016,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-01167
2019: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-016,880
Total number of active participants reported on line 7a of the Form 55002019-10-015,132
Number of retired or separated participants receiving benefits2019-10-0129
Number of other retired or separated participants entitled to future benefits2019-10-011,815
Total of all active and inactive participants2019-10-016,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-014
Total participants2019-10-016,980
Number of participants with account balances2019-10-016,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-01154
2018: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-016,771
Total number of active participants reported on line 7a of the Form 55002018-10-015,153
Number of other retired or separated participants entitled to future benefits2018-10-011,727
Total of all active and inactive participants2018-10-016,880
Total participants2018-10-016,880
Number of participants with account balances2018-10-016,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-01169
2017: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-016,281
Total number of active participants reported on line 7a of the Form 55002017-10-015,119
Number of other retired or separated participants entitled to future benefits2017-10-011,643
Total of all active and inactive participants2017-10-016,762
Total participants2017-10-016,762
Number of participants with account balances2017-10-016,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-01147
2016: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-015,641
Total number of active participants reported on line 7a of the Form 55002016-10-015,059
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-011,238
Total of all active and inactive participants2016-10-016,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-016,297
Number of participants with account balances2016-10-016,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-01127
2015: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-015,318
Total number of active participants reported on line 7a of the Form 55002015-10-014,810
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01893
Total of all active and inactive participants2015-10-015,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-015,703
Number of participants with account balances2015-10-015,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0181
2014: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-014,869
Total number of active participants reported on line 7a of the Form 55002014-10-014,816
Number of other retired or separated participants entitled to future benefits2014-10-01714
Total of all active and inactive participants2014-10-015,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015,530
Number of participants with account balances2014-10-015,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-01132
2013: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-014,631
Total number of active participants reported on line 7a of the Form 55002013-10-014,420
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01464
Total of all active and inactive participants2013-10-014,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-014,884
Number of participants with account balances2013-10-014,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-014,675
Total number of active participants reported on line 7a of the Form 55002012-10-014,384
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01350
Total of all active and inactive participants2012-10-014,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-014,734
Number of participants with account balances2012-10-013,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0132
2011: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-014,395
Total number of active participants reported on line 7a of the Form 55002011-10-014,489
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01287
Total of all active and inactive participants2011-10-014,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-014,776
Number of participants with account balances2011-10-013,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0114
2009: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-014,023
Total number of active participants reported on line 7a of the Form 55002009-10-013,994
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01153
Total of all active and inactive participants2009-10-014,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-014,147
Number of participants with account balances2009-10-012,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0126

Financial Data on STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN

Measure Date Value
2023 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$112,098,332
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$35,411,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$34,634,448
Expenses. Certain deemed distributions of participant loans2023-09-30$7,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$61,311,423
Value of total assets at end of year2023-09-30$430,277,334
Value of total assets at beginning of year2023-09-30$353,590,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$769,166
Total interest from all sources2023-09-30$161,761
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$10,810,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$10,810,069
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$10,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$25,799,236
Participant contributions at end of year2023-09-30$3,295,085
Participant contributions at beginning of year2023-09-30$3,117,732
Assets. Other investments not covered elsewhere at end of year2023-09-30$15,541,380
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$11,332,816
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$19,434,072
Administrative expenses (other) incurred2023-09-30$292,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$76,686,997
Value of net assets at end of year (total assets less liabilities)2023-09-30$430,277,334
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$353,590,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$476,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$387,326,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$314,503,225
Interest on participant loans2023-09-30$161,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$24,114,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$24,636,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$39,815,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$16,078,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$34,634,448
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30BT&CO. P.A.
Accountancy firm EIN2023-09-30481066439
2022 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-34,346,593
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$31,980,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$31,077,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$41,578,491
Value of total assets at end of year2022-09-30$353,590,337
Value of total assets at beginning of year2022-09-30$419,917,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$902,854
Total interest from all sources2022-09-30$139,670
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$15,047,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$15,047,360
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$10,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$22,895,266
Participant contributions at end of year2022-09-30$3,117,732
Participant contributions at beginning of year2022-09-30$3,086,619
Assets. Other investments not covered elsewhere at end of year2022-09-30$11,332,816
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$12,404,177
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$3,489,184
Administrative expenses (other) incurred2022-09-30$902,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-66,327,422
Value of net assets at end of year (total assets less liabilities)2022-09-30$353,590,337
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$419,917,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$314,503,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$379,799,103
Interest on participant loans2022-09-30$139,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$24,636,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$24,627,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-91,112,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$15,194,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$31,077,975
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BT&CO. P.A.
Accountancy firm EIN2022-09-30481066439
2021 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$111,378,787
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$27,478,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$26,556,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$37,593,321
Value of total assets at end of year2021-09-30$419,917,759
Value of total assets at beginning of year2021-09-30$336,017,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$922,022
Total interest from all sources2021-09-30$155,906
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$11,022,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$11,022,669
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$10,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$20,747,513
Participant contributions at end of year2021-09-30$3,086,619
Participant contributions at beginning of year2021-09-30$2,975,624
Assets. Other investments not covered elsewhere at end of year2021-09-30$12,404,177
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$11,898,165
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$2,895,230
Administrative expenses (other) incurred2021-09-30$922,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$83,900,402
Value of net assets at end of year (total assets less liabilities)2021-09-30$419,917,759
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$336,017,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$379,799,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$296,750,936
Interest on participant loans2021-09-30$155,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$24,627,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$24,392,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$62,606,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$13,950,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$26,556,363
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BT&CO. P.A.
Accountancy firm EIN2021-09-30481066439
2020 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$66,531,568
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$41,049,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$40,468,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$35,743,668
Value of total assets at end of year2020-09-30$336,017,357
Value of total assets at beginning of year2020-09-30$310,535,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$581,294
Total interest from all sources2020-09-30$12,581,593
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$10,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$19,899,124
Participant contributions at end of year2020-09-30$2,975,624
Participant contributions at beginning of year2020-09-30$2,516,375
Assets. Other investments not covered elsewhere at end of year2020-09-30$11,898,165
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$9,317,247
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$2,039,248
Administrative expenses (other) incurred2020-09-30$581,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$25,482,158
Value of net assets at end of year (total assets less liabilities)2020-09-30$336,017,357
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$310,535,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$296,750,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$270,470,958
Interest on participant loans2020-09-30$175,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$12,406,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$24,392,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$28,230,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$18,206,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$13,805,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$40,468,116
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BT&CO. P.A.
Accountancy firm EIN2020-09-30481066439
2019 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$41,611,558
Total of all expenses incurred2019-09-30$36,352,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$35,097,829
Expenses. Certain deemed distributions of participant loans2019-09-30$216,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$31,396,547
Value of total assets at end of year2019-09-30$310,535,199
Value of total assets at beginning of year2019-09-30$305,276,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,038,175
Total interest from all sources2019-09-30$2,224,619
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$14,788,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$14,788,504
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$10,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$17,312,596
Participant contributions at end of year2019-09-30$2,516,375
Participant contributions at beginning of year2019-09-30$2,530,454
Assets. Other investments not covered elsewhere at end of year2019-09-30$9,317,247
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$9,369,185
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$815,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$5,258,862
Value of net assets at end of year (total assets less liabilities)2019-09-30$310,535,199
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$305,276,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$270,470,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$259,796,592
Interest on participant loans2019-09-30$118,686
Interest earned on other investments2019-09-30$2,105,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$28,230,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$33,580,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-6,798,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$13,268,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$35,097,829
Contract administrator fees2019-09-30$1,038,175
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BT & CO. P.A.
Accountancy firm EIN2019-09-30481066439
2018 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$56,369,588
Total of all expenses incurred2018-09-30$17,951,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$17,333,183
Expenses. Certain deemed distributions of participant loans2018-09-30$57,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$34,139,170
Value of total assets at end of year2018-09-30$305,276,337
Value of total assets at beginning of year2018-09-30$266,858,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$561,510
Total interest from all sources2018-09-30$1,996,067
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$10,960,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$10,960,739
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$17,261,940
Participant contributions at end of year2018-09-30$2,530,454
Participant contributions at beginning of year2018-09-30$2,452,249
Assets. Other investments not covered elsewhere at end of year2018-09-30$9,369,185
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$8,031,714
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$2,215,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$38,417,738
Value of net assets at end of year (total assets less liabilities)2018-09-30$305,276,337
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$266,858,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$259,796,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$224,687,420
Interest on participant loans2018-09-30$110,882
Interest earned on other investments2018-09-30$1,885,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$33,580,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$31,687,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$9,273,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$14,661,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$17,333,183
Contract administrator fees2018-09-30$561,510
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2018-09-30481066439
2017 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$61,923,080
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$21,103,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$20,648,364
Expenses. Certain deemed distributions of participant loans2017-09-30$726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$32,858,715
Value of total assets at end of year2017-09-30$266,858,599
Value of total assets at beginning of year2017-09-30$226,039,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$454,536
Total interest from all sources2017-09-30$1,452,049
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$8,759,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$8,759,902
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$10,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$16,050,121
Participant contributions at end of year2017-09-30$2,452,249
Participant contributions at beginning of year2017-09-30$2,225,048
Assets. Other investments not covered elsewhere at end of year2017-09-30$8,031,714
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$6,808,253
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$2,423,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$40,819,454
Value of net assets at end of year (total assets less liabilities)2017-09-30$266,858,599
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$226,039,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$224,687,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$182,586,557
Interest on participant loans2017-09-30$93,266
Interest earned on other investments2017-09-30$1,358,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$31,687,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$34,419,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$18,852,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$14,384,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$20,648,364
Contract administrator fees2017-09-30$454,536
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2017-09-30481066439
2016 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$49,340,536
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$15,626,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$15,203,594
Expenses. Certain deemed distributions of participant loans2016-09-30$56,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$30,427,212
Value of total assets at end of year2016-09-30$226,039,145
Value of total assets at beginning of year2016-09-30$192,325,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$366,223
Total interest from all sources2016-09-30$1,930,056
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$9,651,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$9,651,220
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$10,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$15,237,204
Participant contributions at end of year2016-09-30$2,225,048
Participant contributions at beginning of year2016-09-30$2,082,003
Assets. Other investments not covered elsewhere at end of year2016-09-30$6,808,253
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$4,853,451
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$2,324,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$33,713,767
Value of net assets at end of year (total assets less liabilities)2016-09-30$226,039,145
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$192,325,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$182,586,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$155,212,083
Interest on participant loans2016-09-30$88,437
Interest earned on other investments2016-09-30$1,841,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$34,419,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$30,177,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$7,332,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$12,865,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$15,203,594
Contract administrator fees2016-09-30$366,223
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2016-09-30481066439
2015 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$25,815,448
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$11,506,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$11,231,275
Expenses. Certain deemed distributions of participant loans2015-09-30$-51,826
Value of total corrective distributions2015-09-30$9,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$27,557,159
Value of total assets at end of year2015-09-30$192,325,378
Value of total assets at beginning of year2015-09-30$178,016,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$317,270
Total interest from all sources2015-09-30$2,141,444
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$6,593,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$6,593,941
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$10,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$13,197,162
Participant contributions at end of year2015-09-30$2,082,003
Participant contributions at beginning of year2015-09-30$1,856,356
Assets. Other investments not covered elsewhere at end of year2015-09-30$4,853,451
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$4,226,733
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,440,365
Administrative expenses (other) incurred2015-09-30$289,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$14,309,090
Value of net assets at end of year (total assets less liabilities)2015-09-30$192,325,378
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$178,016,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$155,212,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$143,748,751
Interest on participant loans2015-09-30$77,364
Interest earned on other investments2015-09-30$2,064,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$30,177,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$28,184,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-10,477,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$11,919,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$11,231,275
Contract administrator fees2015-09-30$27,636
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2015-09-30481066439
2014 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$42,694,136
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$10,722,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$10,377,189
Expenses. Certain deemed distributions of participant loans2014-09-30$118,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$29,209,562
Value of total assets at end of year2014-09-30$178,016,288
Value of total assets at beginning of year2014-09-30$146,044,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$226,174
Total interest from all sources2014-09-30$1,866,916
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$4,670,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$4,670,677
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$10,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$12,432,978
Participant contributions at end of year2014-09-30$1,856,356
Participant contributions at beginning of year2014-09-30$1,790,748
Assets. Other investments not covered elsewhere at end of year2014-09-30$4,226,733
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$3,364,136
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$5,241,140
Administrative expenses (other) incurred2014-09-30$199,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$31,971,843
Value of net assets at end of year (total assets less liabilities)2014-09-30$178,016,288
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$146,044,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$143,748,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$119,496,968
Interest on participant loans2014-09-30$71,007
Interest earned on other investments2014-09-30$1,795,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$28,184,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$21,392,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$6,946,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$11,535,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$10,377,189
Contract administrator fees2014-09-30$26,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2014-09-30481066439
2013 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$34,140,136
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$7,665,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$7,508,703
Expenses. Certain deemed distributions of participant loans2013-09-30$28,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$18,542,552
Value of total assets at end of year2013-09-30$146,044,445
Value of total assets at beginning of year2013-09-30$119,569,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$127,792
Total interest from all sources2013-09-30$1,165,848
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$2,716,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$2,716,475
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$11,874,801
Participant contributions at end of year2013-09-30$1,790,748
Participant contributions at beginning of year2013-09-30$1,777,294
Assets. Other investments not covered elsewhere at end of year2013-09-30$3,364,136
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$2,782,062
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$3,406,911
Administrative expenses (other) incurred2013-09-30$101,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$26,474,880
Value of net assets at end of year (total assets less liabilities)2013-09-30$146,044,445
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$119,569,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$119,496,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$98,818,533
Interest on participant loans2013-09-30$72,239
Interest earned on other investments2013-09-30$1,093,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$21,392,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$16,191,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$11,715,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$3,260,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$7,508,703
Contract administrator fees2013-09-30$26,425
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2013-09-30481066439
2012 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$32,541,909
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$5,724,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$5,524,423
Expenses. Certain deemed distributions of participant loans2012-09-30$119,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$16,016,368
Value of total assets at end of year2012-09-30$119,569,565
Value of total assets at beginning of year2012-09-30$92,752,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$80,635
Total interest from all sources2012-09-30$1,043,574
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,794,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,794,104
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$10,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$10,856,702
Participant contributions at end of year2012-09-30$1,777,294
Participant contributions at beginning of year2012-09-30$1,584,089
Assets. Other investments not covered elsewhere at end of year2012-09-30$2,782,062
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$2,168,937
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$3,301,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$26,817,120
Value of net assets at end of year (total assets less liabilities)2012-09-30$119,569,565
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$92,752,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$98,818,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$75,975,394
Interest on participant loans2012-09-30$62,796
Interest earned on other investments2012-09-30$980,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$16,191,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$13,024,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$13,687,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,857,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$5,524,423
Contract administrator fees2012-09-30$80,635
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2012-09-30481066439
2011 : STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$12,162,536
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$4,035,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$3,971,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$13,592,573
Value of total assets at end of year2011-09-30$92,752,445
Value of total assets at beginning of year2011-09-30$84,625,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$64,726
Total interest from all sources2011-09-30$374,639
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,641,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$10,059,232
Participant contributions at end of year2011-09-30$1,584,089
Participant contributions at beginning of year2011-09-30$1,027,874
Assets. Other investments not covered elsewhere at end of year2011-09-30$2,168,937
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$2,214,445
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,820,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$8,126,632
Value of net assets at end of year (total assets less liabilities)2011-09-30$92,752,445
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$84,625,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$75,975,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$72,198,719
Interest on participant loans2011-09-30$53,847
Interest earned on other investments2011-09-30$320,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$13,024,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$9,184,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-3,445,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,712,851
Income. Dividends from common stock2011-09-30$1,641,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$3,971,178
Contract administrator fees2011-09-30$64,726
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BERBERICH TRAHAN & CO
Accountancy firm EIN2011-09-30481066439

Form 5500 Responses for STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN

2022: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: STORMONT VAIL HEALTHCARE EMPLOYEE 403B MATCHING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1042270006
Policy instance 2
Insurance contract or identification number1042270006
Number of Individuals Covered0
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896090+007
Policy instance 1
Insurance contract or identification number896090+007
Number of Individuals Covered0
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1042270006
Policy instance 2
Insurance contract or identification number1042270006
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896090+007
Policy instance 1
Insurance contract or identification number896090+007
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered0
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered6529
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered4573
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered4099
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered3185
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered3029
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number69426
Policy instance 1
Insurance contract or identification number69426
Number of Individuals Covered2663
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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