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CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 401k Plan overview

Plan NameCHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN
Plan identification number 001

CHILDREN'S HEALTH SYSTEM, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CHILDRENS HEALTH SYSTEM, INC.
Employer identification number (EIN):541278830
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CHILDRENS HEALTH SYSTEM, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1984-06-28
Company Identification Number: 0258148
Legal Registered Office Address: 601 CHILDREN'S LANE
601 CHILDRENS LN
NORFOLK
United States of America (USA)
23507

More information about CHILDRENS HEALTH SYSTEM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHRYN J. ABSHIRE
0012016-01-01PAUL MORLOCK
0012015-01-01KATHRYN J. ABSHIRE
0012014-01-01KATHRYN J. ABSHIRE

Plan Statistics for CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

401k plan membership statisitcs for CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2023: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,633
Total number of active participants reported on line 7a of the Form 55002023-01-014,102
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01786
Total of all active and inactive participants2023-01-014,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-014,890
Number of participants with account balances2023-01-013,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,199
Total number of active participants reported on line 7a of the Form 55002022-01-013,891
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01740
Total of all active and inactive participants2022-01-014,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-014,633
Number of participants with account balances2022-01-013,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,096
Total number of active participants reported on line 7a of the Form 55002021-01-013,536
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01658
Total of all active and inactive participants2021-01-014,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-014,199
Number of participants with account balances2021-01-013,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,070
Total number of active participants reported on line 7a of the Form 55002020-01-013,553
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01538
Total of all active and inactive participants2020-01-014,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-014,096
Number of participants with account balances2020-01-013,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,959
Total number of active participants reported on line 7a of the Form 55002019-01-013,521
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01546
Total of all active and inactive participants2019-01-014,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,070
Number of participants with account balances2019-01-013,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,806
Total number of active participants reported on line 7a of the Form 55002018-01-013,419
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01511
Total of all active and inactive participants2018-01-013,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-013,959
Number of participants with account balances2018-01-013,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,694
Total number of active participants reported on line 7a of the Form 55002017-01-013,296
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01476
Total of all active and inactive participants2017-01-013,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-013,806
Number of participants with account balances2017-01-013,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,509
Total number of active participants reported on line 7a of the Form 55002016-01-013,305
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01362
Total of all active and inactive participants2016-01-013,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-013,694
Number of participants with account balances2016-01-012,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,401
Total number of active participants reported on line 7a of the Form 55002015-01-013,139
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01346
Total of all active and inactive participants2015-01-013,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-013,509
Number of participants with account balances2015-01-012,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,753
Total number of active participants reported on line 7a of the Form 55002014-01-013,050
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01334
Total of all active and inactive participants2014-01-013,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-013,401
Number of participants with account balances2014-01-012,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2023 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$68,358,093
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$22,083,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$21,530,019
Expenses. Certain deemed distributions of participant loans2023-12-31$15,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$29,803,764
Value of total assets at end of year2023-12-31$275,430,422
Value of total assets at beginning of year2023-12-31$229,155,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$537,580
Total interest from all sources2023-12-31$411,181
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,877,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,877,138
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$18,955,285
Participant contributions at end of year2023-12-31$3,057,828
Participant contributions at beginning of year2023-12-31$3,239,230
Assets. Other investments not covered elsewhere at end of year2023-12-31$8,610,136
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$6,132,529
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,680,743
Other income not declared elsewhere2023-12-31$1,863,793
Administrative expenses (other) incurred2023-12-31$580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$46,274,944
Value of net assets at end of year (total assets less liabilities)2023-12-31$275,430,422
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$229,155,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$240,823,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$203,481,731
Interest on participant loans2023-12-31$175,940
Interest earned on other investments2023-12-31$235,241
Value of interest in common/collective trusts at end of year2023-12-31$9,429,649
Value of interest in common/collective trusts at beginning of year2023-12-31$3,536,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$13,508,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$12,765,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$29,046,119
Net investment gain or loss from common/collective trusts2023-12-31$2,356,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,167,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$21,530,019
Contract administrator fees2023-12-31$537,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KPMG, LLP
Accountancy firm EIN2023-12-31135565207
2022 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-14,096,472
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,690,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,193,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,403,718
Value of total assets at end of year2022-12-31$229,155,478
Value of total assets at beginning of year2022-12-31$263,942,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$496,688
Total interest from all sources2022-12-31$370,175
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,912,507
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$3,912,507
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,305,657
Participant contributions at end of year2022-12-31$3,239,230
Participant contributions at beginning of year2022-12-31$3,967,428
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,132,529
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,710,553
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,224,221
Other income not declared elsewhere2022-12-31$-107,248
Administrative expenses (other) incurred2022-12-31$177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,787,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$229,155,478
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$263,942,483
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$203,481,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$236,367,213
Interest on participant loans2022-12-31$175,302
Interest earned on other investments2022-12-31$194,873
Value of interest in common/collective trusts at end of year2022-12-31$3,536,452
Value of interest in common/collective trusts at beginning of year2022-12-31$6,464,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,765,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,432,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-42,287,765
Net investment gain or loss from common/collective trusts2022-12-31$-2,387,859
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
Contributions received in cash from employer2022-12-31$7,873,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,193,845
Contract administrator fees2022-12-31$496,511
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 name2022-12-31KPMG, LLP
Accountancy firm EIN2022-12-31135565207
2021 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$56,861,587
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,790,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,258,468
Expenses. Certain deemed distributions of participant loans2021-12-31$1,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,673,076
Value of total assets at end of year2021-12-31$263,942,483
Value of total assets at beginning of year2021-12-31$221,871,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$530,601
Total interest from all sources2021-12-31$371,089
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,886,619
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$4,886,619
Administrative expenses professional fees incurred2021-12-31$9,983
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,820,564
Participant contributions at end of year2021-12-31$3,967,428
Participant contributions at beginning of year2021-12-31$3,431,300
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,710,553
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,860,722
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,541,746
Other income not declared elsewhere2021-12-31$1,360,120
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$42,070,859
Value of net assets at end of year (total assets less liabilities)2021-12-31$263,942,483
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$221,871,624
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$236,367,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$203,523,048
Interest on participant loans2021-12-31$183,060
Interest earned on other investments2021-12-31$188,029
Value of interest in common/collective trusts at end of year2021-12-31$6,464,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,432,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,056,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,959,836
Net investment gain or loss from common/collective trusts2021-12-31$610,847
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
Contributions received in cash from employer2021-12-31$7,310,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,258,468
Contract administrator fees2021-12-31$520,618
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 name2021-12-31KPMG, LLP
Accountancy firm EIN2021-12-31135565207
2020 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$48,149,566
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,819,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,400,103
Expenses. Certain deemed distributions of participant loans2020-12-31$2,753
Value of total corrective distributions2020-12-31$8,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,693,128
Value of total assets at end of year2020-12-31$221,871,624
Value of total assets at beginning of year2020-12-31$185,541,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$407,998
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$358,930
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,042,311
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$3,042,311
Administrative expenses professional fees incurred2020-12-31$9,683
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$14,087,981
Participant contributions at end of year2020-12-31$3,431,300
Participant contributions at beginning of year2020-12-31$3,503,721
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,860,722
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,490,450
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,876,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$80
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$872,906
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$36,330,456
Value of net assets at end of year (total assets less liabilities)2020-12-31$221,871,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$185,541,168
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$203,523,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$172,083,098
Interest on participant loans2020-12-31$191,609
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$167,321
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,056,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,463,899
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,182,291
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Contributions received in cash from employer2020-12-31$6,728,339
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,400,023
Contract administrator fees2020-12-31$398,315
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$54,314,046
Total income from all sources (including contributions)2019-12-31$54,314,046
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,377,661
Total of all expenses incurred2019-12-31$15,377,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,909,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,909,270
Expenses. Certain deemed distributions of participant loans2019-12-31$5,424
Expenses. Certain deemed distributions of participant loans2019-12-31$5,424
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,804,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,804,692
Value of total assets at end of year2019-12-31$185,541,168
Value of total assets at end of year2019-12-31$185,541,168
Value of total assets at beginning of year2019-12-31$146,604,783
Value of total assets at beginning of year2019-12-31$146,604,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$462,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$462,967
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$266,467
Total interest from all sources2019-12-31$266,467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,524,107
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,524,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$4,524,107
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,524,107
Administrative expenses professional fees incurred2019-12-31$36,171
Administrative expenses professional fees incurred2019-12-31$36,171
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$13,278,022
Contributions received from participants2019-12-31$13,278,022
Participant contributions at end of year2019-12-31$3,503,721
Participant contributions at end of year2019-12-31$3,503,721
Participant contributions at beginning of year2019-12-31$2,855,199
Participant contributions at beginning of year2019-12-31$2,855,199
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,490,450
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,490,450
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,271,056
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,271,056
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,272,495
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,272,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$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 end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,073,928
Administrative expenses (other) incurred2019-12-31$35,430
Administrative expenses (other) incurred2019-12-31$35,430
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$26,185
Total non interest bearing cash at beginning of year2019-12-31$26,185
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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$38,936,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$185,541,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$185,541,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,604,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,604,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$172,083,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$172,083,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$132,772,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$132,772,338
Interest on participant loans2019-12-31$173,328
Interest on participant loans2019-12-31$173,328
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$93,139
Interest earned on other investments2019-12-31$93,139
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,463,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,463,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,680,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,680,005
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,644,852
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,254,175
Contributions received in cash from employer2019-12-31$6,254,175
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,909,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,909,270
Contract administrator fees2019-12-31$391,366
Contract administrator fees2019-12-31$391,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,605,911
Total of all expenses incurred2018-12-31$10,984,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,744,933
Expenses. Certain deemed distributions of participant loans2018-12-31$7,624
Value of total corrective distributions2018-12-31$7,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,179,029
Value of total assets at end of year2018-12-31$146,604,783
Value of total assets at beginning of year2018-12-31$147,983,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$224,285
Total interest from all sources2018-12-31$273,866
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,027,715
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$3,027,715
Administrative expenses professional fees incurred2018-12-31$36,237
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$11,995,115
Participant contributions at end of year2018-12-31$2,855,199
Participant contributions at beginning of year2018-12-31$2,762,807
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,271,056
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,498,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,324,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,714
Other income not declared elsewhere2018-12-31$-369,373
Administrative expenses (other) incurred2018-12-31$156,798
Total non interest bearing cash at end of year2018-12-31$26,185
Total non interest bearing cash at beginning of year2018-12-31$20,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,378,353
Value of net assets at end of year (total assets less liabilities)2018-12-31$146,604,783
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$147,983,136
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$31,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$132,772,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$134,642,218
Interest on participant loans2018-12-31$135,020
Interest earned on other investments2018-12-31$138,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,680,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,055,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,505,326
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$5,858,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,744,933
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 name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$38,597,224
Total of all expenses incurred2017-12-31$8,093,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,847,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,453,493
Value of total assets at end of year2017-12-31$147,983,136
Value of total assets at beginning of year2017-12-31$117,479,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$245,635
Total interest from all sources2017-12-31$230,450
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,378,141
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$2,378,141
Administrative expenses professional fees incurred2017-12-31$27,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,298,375
Participant contributions at end of year2017-12-31$2,762,807
Participant contributions at beginning of year2017-12-31$2,212,049
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,498,706
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,578,502
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,762,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,968
Other income not declared elsewhere2017-12-31$395,118
Administrative expenses (other) incurred2017-12-31$193,419
Total non interest bearing cash at end of year2017-12-31$20,868
Total non interest bearing cash at beginning of year2017-12-31$20,006
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$30,504,037
Value of net assets at end of year (total assets less liabilities)2017-12-31$147,983,136
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,479,099
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$134,642,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,997,325
Interest on participant loans2017-12-31$108,959
Interest earned on other investments2017-12-31$121,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,055,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,669,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,140,022
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$5,392,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,847,552
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 name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$28,343,855
Total of all expenses incurred2016-12-31$8,490,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,352,126
Expenses. Certain deemed distributions of participant loans2016-12-31$3,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,069,515
Value of total assets at end of year2016-12-31$117,479,099
Value of total assets at beginning of year2016-12-31$97,625,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,603
Total interest from all sources2016-12-31$178,590
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,920,054
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$1,920,054
Administrative expenses professional fees incurred2016-12-31$28,479
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,894,411
Participant contributions at end of year2016-12-31$2,212,049
Participant contributions at beginning of year2016-12-31$1,449,955
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,578,502
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,310,861
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,047,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,117
Other income not declared elsewhere2016-12-31$165,400
Administrative expenses (other) incurred2016-12-31$81,124
Total non interest bearing cash at end of year2016-12-31$20,006
Total non interest bearing cash at beginning of year2016-12-31$26,171
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$19,853,298
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,479,099
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$97,625,801
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$105,997,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$89,334,624
Interest on participant loans2016-12-31$73,995
Interest earned on other investments2016-12-31$104,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,669,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,503,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,010,296
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$5,127,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,352,126
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 name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$18,071,100
Total of all expenses incurred2015-12-31$3,896,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,751,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,529,191
Value of total assets at end of year2015-12-31$97,625,801
Value of total assets at beginning of year2015-12-31$83,451,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$145,863
Total interest from all sources2015-12-31$132,258
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,853,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,853,534
Administrative expenses professional fees incurred2015-12-31$21,022
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,041,288
Participant contributions at end of year2015-12-31$1,449,955
Participant contributions at beginning of year2015-12-31$1,251,800
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,310,861
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,367,984
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,608,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$896
Other income not declared elsewhere2015-12-31$-61,016
Administrative expenses (other) incurred2015-12-31$99,841
Total non interest bearing cash at end of year2015-12-31$26,171
Total non interest bearing cash at beginning of year2015-12-31$44,123
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$14,174,190
Value of net assets at end of year (total assets less liabilities)2015-12-31$97,625,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,451,611
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$89,334,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,176,660
Interest on participant loans2015-12-31$54,956
Interest earned on other investments2015-12-31$77,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,503,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,609,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,382,867
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$4,879,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,751,047
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 name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$23,691,780
Total of all expenses incurred2014-12-31$4,572,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,473,681
Expenses. Certain deemed distributions of participant loans2014-12-31$8,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,553,422
Value of total assets at end of year2014-12-31$83,451,611
Value of total assets at beginning of year2014-12-31$64,332,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,389
Total interest from all sources2014-12-31$118,799
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,746,549
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$1,746,549
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
Contributions received from participants2014-12-31$9,278,580
Participant contributions at end of year2014-12-31$1,251,800
Participant contributions at beginning of year2014-12-31$876,795
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,367,984
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,409,230
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,827,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$896
Other income not declared elsewhere2014-12-31$112,145
Administrative expenses (other) incurred2014-12-31$77,889
Total non interest bearing cash at end of year2014-12-31$44,123
Total non interest bearing cash at beginning of year2014-12-31$16,981
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$19,119,318
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,451,611
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,332,293
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$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,176,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,079,741
Interest on participant loans2014-12-31$50,540
Interest earned on other investments2014-12-31$68,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,609,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,949,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,160,865
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$4,447,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,473,681
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 name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207

Form 5500 Responses for CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

2023: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: CHILDREN'S HEALTH SYSTEM, INC. 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: CHILDREN'S HEALTH SYSTEM, INC. 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: CHILDREN'S HEALTH SYSTEM, INC. 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: CHILDREN'S HEALTH SYSTEM, INC. 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: CHILDREN'S HEALTH SYSTEM, INC. 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4890
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4633
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4199
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 2
Insurance contract or identification numberTA080486
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4096
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4070
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 2
Insurance contract or identification numberTA080486
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 1
Insurance contract or identification numberTA080486
Number of Individuals Covered3140
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 1
Insurance contract or identification numberTA080486
Number of Individuals Covered3035
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 1
Insurance contract or identification numberTA080486
Number of Individuals Covered2779
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080486
Policy instance 1
Insurance contract or identification numberTA080486
Number of Individuals Covered2730
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

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