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MARY WASHINGTON HEALTHCARE 401(K) PLAN 401k Plan overview

Plan NameMARY WASHINGTON HEALTHCARE 401(K) PLAN
Plan identification number 002

MARY WASHINGTON HEALTHCARE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARY WASHINGTON HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:MARY WASHINGTON HEALTHCARE
Employer identification number (EIN):541240646
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MARY WASHINGTON HEALTHCARE

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1983-05-31
Company Identification Number: 0242523
Legal Registered Office Address: 2300 FALL HILL AVE

FREDERICKSBURG
United States of America (USA)
22401

More information about MARY WASHINGTON HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY WASHINGTON HEALTHCARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KATHY WALL
0022016-01-01KATHY WALL
0022015-01-01KATHY WALL
0022014-01-01KATHY WALL
0022013-01-01KATHY WALL
0022012-01-01SEAN BARDEN
0022011-01-01SEAN BARDEN
0022010-01-01KATHRYN WALL
0022009-01-01KATHRYN WALL
0022009-01-01KATHY WALL

Plan Statistics for MARY WASHINGTON HEALTHCARE 401(K) PLAN

401k plan membership statisitcs for MARY WASHINGTON HEALTHCARE 401(K) PLAN

Measure Date Value
2022: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,269
Total number of active participants reported on line 7a of the Form 55002022-01-011,775
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-01982
Total of all active and inactive participants2022-01-012,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-012,821
Number of participants with account balances2022-01-012,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,267
Total number of active participants reported on line 7a of the Form 55002021-01-011,995
Number of retired or separated participants receiving benefits2021-01-0139
Number of other retired or separated participants entitled to future benefits2021-01-011,211
Total of all active and inactive participants2021-01-013,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-013,269
Number of participants with account balances2021-01-013,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,899
Total number of active participants reported on line 7a of the Form 55002020-01-012,245
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01987
Total of all active and inactive participants2020-01-013,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-013,267
Number of participants with account balances2020-01-013,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,815
Total number of active participants reported on line 7a of the Form 55002019-01-013,890
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-01956
Total of all active and inactive participants2019-01-014,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-014,899
Number of participants with account balances2019-01-013,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,691
Total number of active participants reported on line 7a of the Form 55002018-01-013,832
Number of retired or separated participants receiving benefits2018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-01913
Total of all active and inactive participants2018-01-014,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-014,815
Number of participants with account balances2018-01-013,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0191
2017: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,662
Total number of active participants reported on line 7a of the Form 55002017-01-013,774
Number of retired or separated participants receiving benefits2017-01-0148
Number of other retired or separated participants entitled to future benefits2017-01-01847
Total of all active and inactive participants2017-01-014,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-014,688
Number of participants with account balances2017-01-013,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0175
2016: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,845
Total number of active participants reported on line 7a of the Form 55002016-01-013,834
Number of retired or separated participants receiving benefits2016-01-0150
Number of other retired or separated participants entitled to future benefits2016-01-01748
Total of all active and inactive participants2016-01-014,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-014,652
Number of participants with account balances2016-01-013,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0161
2015: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,180
Total number of active participants reported on line 7a of the Form 55002015-01-013,513
Number of retired or separated participants receiving benefits2015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-012,263
Total of all active and inactive participants2015-01-015,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-015,845
Number of participants with account balances2015-01-015,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,346
Total number of active participants reported on line 7a of the Form 55002014-01-013,841
Number of retired or separated participants receiving benefits2014-01-0137
Number of other retired or separated participants entitled to future benefits2014-01-012,288
Total of all active and inactive participants2014-01-016,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-016,179
Number of participants with account balances2014-01-015,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,444
Total number of active participants reported on line 7a of the Form 55002013-01-014,278
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-012,028
Total of all active and inactive participants2013-01-016,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-016,345
Number of participants with account balances2013-01-015,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,401
Total number of active participants reported on line 7a of the Form 55002012-01-014,513
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-011,886
Total of all active and inactive participants2012-01-016,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-016,428
Number of participants with account balances2012-01-015,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01133
2011: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,966
Total number of active participants reported on line 7a of the Form 55002011-01-013,569
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,826
Total of all active and inactive participants2011-01-015,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-015,400
Number of participants with account balances2011-01-015,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01124
2010: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,631
Total number of active participants reported on line 7a of the Form 55002010-01-014,400
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011,565
Total of all active and inactive participants2010-01-015,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,966
Number of participants with account balances2010-01-015,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,354
Total number of active participants reported on line 7a of the Form 55002009-01-015,085
Number of retired or separated participants receiving benefits2009-01-01264
Number of other retired or separated participants entitled to future benefits2009-01-011,281
Total of all active and inactive participants2009-01-016,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016,631
Number of participants with account balances2009-01-014,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARY WASHINGTON HEALTHCARE 401(K) PLAN

Measure Date Value
2022 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$207,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,219,239
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,079,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,944,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$83,324,624
Value of total assets at beginning of year2022-12-31$108,416,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,342
Total interest from all sources2022-12-31$7,835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,084,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,084,995
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$125,656
Participant contributions at beginning of year2022-12-31$168,501
Assets. Other investments not covered elsewhere at end of year2022-12-31$11,836
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,600
Administrative expenses (other) incurred2022-12-31$135,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,298,582
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,324,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$108,416,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,887,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,750,584
Interest on participant loans2022-12-31$7,246
Interest earned on other investments2022-12-31$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,034,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,228,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,228,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$265,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$256,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,312,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,944,001
Contract administrator fees2022-12-31$54
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY, US LLP
Accountancy firm EIN2022-12-31390859910
2021 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$10,080,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,666,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,655,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,513,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$108,416,159
Value of total assets at beginning of year2021-12-31$93,323,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$141,221
Total interest from all sources2021-12-31$7,781
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,814,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,814,524
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$168,501
Participant contributions at beginning of year2021-12-31$150,349
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,600
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$91,811
Other income not declared elsewhere2021-12-31$4,014
Administrative expenses (other) incurred2021-12-31$141,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,011,344
Value of net assets at end of year (total assets less liabilities)2021-12-31$108,416,159
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$93,323,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,750,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,101,279
Interest on participant loans2021-12-31$7,704
Interest earned on other investments2021-12-31$77
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,228,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,729,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,729,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$256,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$251,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,840,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,513,970
Contract administrator fees2021-12-31$96
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY, US LLP
Accountancy firm EIN2021-12-31390859910
2020 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$8
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,207,037
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,804,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,668,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$93,323,997
Value of total assets at beginning of year2020-12-31$88,920,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,023
Total interest from all sources2020-12-31$9,632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,321,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,321,841
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$150,349
Participant contributions at beginning of year2020-12-31$183,143
Assets. Other investments not covered elsewhere at end of year2020-12-31$91,811
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$69,689
Administrative expenses (other) incurred2020-12-31$135,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,403,004
Value of net assets at end of year (total assets less liabilities)2020-12-31$93,323,997
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$88,920,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$91,101,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,780,440
Interest on participant loans2020-12-31$7,378
Interest earned on other investments2020-12-31$119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,729,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$627,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$627,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$251,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$260,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,875,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,668,010
Contract administrator fees2020-12-31$120
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2020-12-31550486667
2019 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,032,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,309,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,170,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,410,233
Value of total assets at end of year2019-12-31$88,920,985
Value of total assets at beginning of year2019-12-31$76,198,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,419
Total interest from all sources2019-12-31$28,101
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,853,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,853,942
Administrative expenses professional fees incurred2019-12-31$11,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$183,143
Participant contributions at beginning of year2019-12-31$222,221
Assets. Other investments not covered elsewhere at end of year2019-12-31$69,689
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$215
Other income not declared elsewhere2019-12-31$15,303
Administrative expenses (other) incurred2019-12-31$110,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,722,804
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,920,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,198,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,780,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,877,671
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,510,869
Interest on participant loans2019-12-31$8,929
Interest earned on other investments2019-12-31$1,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$627,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$260,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$440,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,586,002
Net investment gain/loss from pooled separate accounts2019-12-31$139,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,410,233
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$146,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,170,373
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2019-12-31550486667
2018 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-487,375
Total of all expenses incurred2018-12-31$6,764,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,595,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,939,978
Value of total assets at end of year2018-12-31$76,198,181
Value of total assets at beginning of year2018-12-31$83,450,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$168,859
Total interest from all sources2018-12-31$22,351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,258,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,258,278
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$222,221
Participant contributions at beginning of year2018-12-31$259,647
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$522
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$277
Administrative expenses (other) incurred2018-12-31$136,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,252,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,198,181
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,450,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$31,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,877,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,966,035
Value of interest in pooled separate accounts at end of year2018-12-31$12,510,869
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,535,694
Interest on participant loans2018-12-31$10,702
Interest earned on other investments2018-12-31$11,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$440,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$508,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,891,280
Net investment gain/loss from pooled separate accounts2018-12-31$183,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,939,456
Employer contributions (assets) at end of year2018-12-31$146,948
Employer contributions (assets) at beginning of year2018-12-31$180,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,595,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2018-12-31550486667
2017 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,988,544
Total of all expenses incurred2017-12-31$6,140,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,944,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,644,824
Value of total assets at end of year2017-12-31$83,450,391
Value of total assets at beginning of year2017-12-31$74,602,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,212
Total interest from all sources2017-12-31$23,863
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,126,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,126,402
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$259,647
Participant contributions at beginning of year2017-12-31$288,946
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$298,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$382
Administrative expenses (other) incurred2017-12-31$176,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,848,311
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,450,391
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,602,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,966,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,399,973
Value of interest in pooled separate accounts at end of year2017-12-31$13,535,694
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,757,988
Interest on participant loans2017-12-31$9,262
Interest earned on other investments2017-12-31$14,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$508,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,016,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,016,259
Net investment gain/loss from pooled separate accounts2017-12-31$177,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,346,242
Employer contributions (assets) at end of year2017-12-31$180,581
Employer contributions (assets) at beginning of year2017-12-31$138,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,944,021
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2017-12-31550486667
2016 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,039,480
Total of all expenses incurred2016-12-31$6,958,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,728,910
Expenses. Certain deemed distributions of participant loans2016-12-31$276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,863,502
Value of total assets at end of year2016-12-31$74,602,080
Value of total assets at beginning of year2016-12-31$71,520,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$229,090
Total interest from all sources2016-12-31$24,640
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,093,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,093,522
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$288,946
Participant contributions at beginning of year2016-12-31$282,623
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$57,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$268
Administrative expenses (other) incurred2016-12-31$209,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,081,204
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,602,080
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,520,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,399,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,653,061
Value of interest in pooled separate accounts at end of year2016-12-31$14,757,988
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,252,307
Interest on participant loans2016-12-31$8,920
Interest earned on other investments2016-12-31$15,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,016,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$332,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,872,378
Net investment gain/loss from pooled separate accounts2016-12-31$185,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,805,554
Employer contributions (assets) at end of year2016-12-31$138,635
Employer contributions (assets) at beginning of year2016-12-31$103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,728,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2016-12-31550486667
2015 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$37
Total income from all sources (including contributions)2015-12-31$3,125,724
Total of all expenses incurred2015-12-31$7,091,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,906,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,506,631
Value of total assets at end of year2015-12-31$71,520,876
Value of total assets at beginning of year2015-12-31$75,486,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$184,837
Total interest from all sources2015-12-31$29,105
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$998,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$998,530
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$282,623
Participant contributions at beginning of year2015-12-31$382,695
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$77,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$439
Administrative expenses (other) incurred2015-12-31$150,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,965,994
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,520,876
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,486,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$34,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,653,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,952,711
Value of interest in pooled separate accounts at end of year2015-12-31$15,252,307
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,374,677
Interest on participant loans2015-12-31$15,757
Interest earned on other investments2015-12-31$13,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$332,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$776,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,588,873
Net investment gain/loss from pooled separate accounts2015-12-31$180,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,428,941
Employer contributions (assets) at end of year2015-12-31$103
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,906,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$79
Total income from all sources (including contributions)2014-12-31$8,080,525
Total of all expenses incurred2014-12-31$7,239,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,043,847
Expenses. Certain deemed distributions of participant loans2014-12-31$2,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,084,659
Value of total assets at end of year2014-12-31$75,486,833
Value of total assets at beginning of year2014-12-31$74,645,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$192,645
Total interest from all sources2014-12-31$35,652
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,298,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,298,536
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$382,695
Participant contributions at beginning of year2014-12-31$589,993
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$620
Administrative expenses (other) incurred2014-12-31$148,770
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$37,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$841,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,486,833
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$74,645,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$43,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,952,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,123,601
Value of interest in pooled separate accounts at end of year2014-12-31$15,374,677
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,000,078
Interest on participant loans2014-12-31$18,203
Interest earned on other investments2014-12-31$17,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$776,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$893,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,462,715
Net investment gain/loss from pooled separate accounts2014-12-31$198,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,072,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,043,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$15,986,279
Total of all expenses incurred2013-12-31$5,455,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,294,828
Expenses. Certain deemed distributions of participant loans2013-12-31$3,615
Value of total corrective distributions2013-12-31$3,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,203,242
Value of total assets at end of year2013-12-31$74,645,672
Value of total assets at beginning of year2013-12-31$64,115,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$153,553
Total interest from all sources2013-12-31$49,836
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$975,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$975,892
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$589,993
Participant contributions at beginning of year2013-12-31$883,919
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$670
Administrative expenses (other) incurred2013-12-31$140,391
Total non interest bearing cash at end of year2013-12-31$37,733
Total non interest bearing cash at beginning of year2013-12-31$48,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,530,488
Value of net assets at end of year (total assets less liabilities)2013-12-31$74,645,672
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,115,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,123,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,488,437
Value of interest in pooled separate accounts at end of year2013-12-31$17,000,078
Value of interest in pooled separate accounts at beginning of year2013-12-31$17,773,446
Interest on participant loans2013-12-31$29,841
Interest earned on other investments2013-12-31$19,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$893,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$920,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,515,254
Net investment gain/loss from pooled separate accounts2013-12-31$242,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,192,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,294,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$16,243,866
Total of all expenses incurred2012-12-31$3,944,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,845,851
Expenses. Certain deemed distributions of participant loans2012-12-31$11,214
Value of total corrective distributions2012-12-31$931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,109,658
Value of total assets at end of year2012-12-31$64,115,184
Value of total assets at beginning of year2012-12-31$51,815,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,202
Total interest from all sources2012-12-31$63,613
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$869,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$869,111
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$188,836
Participant contributions at end of year2012-12-31$883,919
Participant contributions at beginning of year2012-12-31$1,251,173
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,377
Administrative expenses (other) incurred2012-12-31$86,202
Total non interest bearing cash at end of year2012-12-31$48,164
Total non interest bearing cash at beginning of year2012-12-31$14,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,299,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,115,184
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,815,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$44,488,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,106,614
Value of interest in pooled separate accounts at end of year2012-12-31$17,773,446
Value of interest in pooled separate accounts at beginning of year2012-12-31$34,682
Interest on participant loans2012-12-31$44,038
Interest earned on other investments2012-12-31$19,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$920,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,407,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,632,901
Net investment gain/loss from pooled separate accounts2012-12-31$568,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,879,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,845,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN, RUTHERFORD KNIGHT, PC
Accountancy firm EIN2012-12-31521202280
2011 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,780
Total income from all sources (including contributions)2011-12-31$6,431,523
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,313,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,213,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,560,676
Value of total assets at end of year2011-12-31$51,815,516
Value of total assets at beginning of year2011-12-31$48,707,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$99,832
Total interest from all sources2011-12-31$1,038,402
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$180,192
Participant contributions at end of year2011-12-31$1,251,173
Participant contributions at beginning of year2011-12-31$1,312,671
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$99,832
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$9,780
Total non interest bearing cash at end of year2011-12-31$14,289
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,118,250
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,815,516
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,697,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,106,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,366,818
Value of interest in pooled separate accounts at end of year2011-12-31$34,682
Value of interest in pooled separate accounts at beginning of year2011-12-31$35,375
Interest earned on other investments2011-12-31$1,038,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,407,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,992,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,167,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,366,842
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$999,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,213,441
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHEN, RUTHERFORD KNIGHT, PC
Accountancy firm EIN2011-12-31521202280
2010 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,382,565
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,176,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,108,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,192,168
Value of total assets at end of year2010-12-31$48,707,046
Value of total assets at beginning of year2010-12-31$41,490,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,317
Total interest from all sources2010-12-31$102,201
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$174,120
Participant contributions at end of year2010-12-31$1,312,671
Participant contributions at beginning of year2010-12-31$997,417
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,034
Administrative expenses (other) incurred2010-12-31$67,317
Liabilities. Value of operating payables at end of year2010-12-31$9,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,206,500
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,697,266
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,490,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,366,818
Value of interest in pooled separate accounts at end of year2010-12-31$35,375
Value of interest in pooled separate accounts at beginning of year2010-12-31$38,366,131
Interest earned on other investments2010-12-31$102,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,992,193
Net investment gain/loss from pooled separate accounts2010-12-31$4,088,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,013,014
Employer contributions (assets) at end of year2010-12-31$999,989
Employer contributions (assets) at beginning of year2010-12-31$2,127,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,108,748
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COHEN RUTHERFORD KNIGHT, PC
Accountancy firm EIN2010-12-31521202280
2009 : MARY WASHINGTON HEALTHCARE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARY WASHINGTON HEALTHCARE 401(K) PLAN

2022: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MARY WASHINGTON HEALTHCARE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 3
Insurance contract or identification number57143-003
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number57143-002
Policy instance 2
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 1
Insurance contract or identification number914518
Number of Individuals Covered34
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 1
Insurance contract or identification number914518
Number of Individuals Covered32
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 3
Insurance contract or identification number57143-003
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number57143-002
Policy instance 2
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 1
Insurance contract or identification number914518
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 3
Insurance contract or identification number57143-003
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number57143-002
Policy instance 2
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered3639
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $50
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered3569
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Number of Individuals Covered39
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $648
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $648
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $599
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $599
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered5064
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered5226
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $846
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $846
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $989
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered5460
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered17
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 2
Insurance contract or identification number914518
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,083
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,083
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-002
Policy instance 3
Insurance contract or identification number57143-002
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080447
Policy instance 1
Insurance contract or identification numberTT080447
Number of Individuals Covered5528
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892653087
Policy instance 3
Insurance contract or identification number892653087
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number57143-003
Policy instance 1
Insurance contract or identification number57143-003
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number57143-002
Policy instance 2
Insurance contract or identification number57143-002
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 4
Insurance contract or identification number914518
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,143
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892653-087
Policy instance 1
Insurance contract or identification number892653-087
Number of Individuals Covered5210
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number914518
Policy instance 3
Insurance contract or identification number914518
Number of Individuals Covered52
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number57143-003
Policy instance 4
Insurance contract or identification number57143-003
Number of Individuals Covered1118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number57143-002
Policy instance 2
Insurance contract or identification number57143-002
Number of Individuals Covered203
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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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