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BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN
Plan identification number 001

BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BLUE RIDGE HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE HEALTHCARE SYSTEM
Employer identification number (EIN):562150313
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICKIE CLANTON
0012016-01-01VICKIE CLANTON VICKIE CLANTON2017-10-12
0012015-01-01VICKIE CLANTON VICKIE CLANTON2016-10-12
0012014-01-01VICKIE CLANTON VICKIE CLANTON2015-10-14
0012013-01-01VICKIE CLANTON
0012012-01-01VICKIE CLANTON
0012011-01-01VICKIE CLANTON
0012010-01-01VICKIE CLANTON
0012009-01-01VICKIE CLANTON
0012009-01-01VICKIE CLANTON BLUE RIDGE HEALTHCARE2011-12-13

Plan Statistics for BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,012
Total number of active participants reported on line 7a of the Form 55002022-01-012,213
Number of retired or separated participants receiving benefits2022-01-0153
Number of other retired or separated participants entitled to future benefits2022-01-01939
Total of all active and inactive participants2022-01-013,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,212
Number of participants with account balances2022-01-012,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,181
Total number of active participants reported on line 7a of the Form 55002021-01-012,205
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-01764
Total of all active and inactive participants2021-01-013,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-013,012
Number of participants with account balances2021-01-012,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,852
Total number of active participants reported on line 7a of the Form 55002020-01-011,865
Number of retired or separated participants receiving benefits2020-01-01141
Number of other retired or separated participants entitled to future benefits2020-01-01170
Total of all active and inactive participants2020-01-012,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,181
Number of participants with account balances2020-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,637
Total number of active participants reported on line 7a of the Form 55002019-01-012,246
Number of other retired or separated participants entitled to future benefits2019-01-01606
Total of all active and inactive participants2019-01-012,852
Total participants2019-01-012,852
Number of participants with account balances2019-01-011,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,597
Total number of active participants reported on line 7a of the Form 55002018-01-011,939
Number of other retired or separated participants entitled to future benefits2018-01-01704
Total of all active and inactive participants2018-01-012,643
Total participants2018-01-012,643
Number of participants with account balances2018-01-011,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,464
Total number of active participants reported on line 7a of the Form 55002017-01-012,048
Number of other retired or separated participants entitled to future benefits2017-01-01598
Total of all active and inactive participants2017-01-012,646
Total participants2017-01-012,646
Number of participants with account balances2017-01-011,908
2016: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,356
Total number of active participants reported on line 7a of the Form 55002016-01-011,846
Number of other retired or separated participants entitled to future benefits2016-01-01558
Total of all active and inactive participants2016-01-012,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,404
Number of participants with account balances2016-01-011,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,211
Total number of active participants reported on line 7a of the Form 55002015-01-011,815
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01511
Total of all active and inactive participants2015-01-012,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,326
Number of participants with account balances2015-01-011,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,105
Total number of active participants reported on line 7a of the Form 55002014-01-011,177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01368
Total of all active and inactive participants2014-01-011,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,545
Number of participants with account balances2014-01-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,226
Total number of active participants reported on line 7a of the Form 55002013-01-011,807
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01403
Total of all active and inactive participants2013-01-012,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,210
Number of participants with account balances2013-01-011,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,278
Total number of active participants reported on line 7a of the Form 55002012-01-011,975
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01410
Total of all active and inactive participants2012-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,385
Number of participants with account balances2012-01-011,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,363
Total number of active participants reported on line 7a of the Form 55002011-01-011,920
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01643
Total of all active and inactive participants2011-01-012,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,563
Number of participants with account balances2011-01-011,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,379
Total number of active participants reported on line 7a of the Form 55002010-01-011,853
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01593
Total of all active and inactive participants2010-01-012,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,446
Number of participants with account balances2010-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,362
Total number of active participants reported on line 7a of the Form 55002009-01-011,859
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01559
Total of all active and inactive participants2009-01-012,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,418
Number of participants with account balances2009-01-011,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2022 401k financial data
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$22,105
Total income from all sources (including contributions)2022-12-31$-6,736,773
Total of all expenses incurred2022-12-31$6,061,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,728,744
Expenses. Certain deemed distributions of participant loans2022-12-31$53,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,328,553
Value of total assets at end of year2022-12-31$86,469,568
Value of total assets at beginning of year2022-12-31$99,289,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$279,247
Total interest from all sources2022-12-31$280,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,489,368
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$4,489,368
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$5,467,013
Participant contributions at end of year2022-12-31$1,637,368
Participant contributions at beginning of year2022-12-31$1,754,771
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$210,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$22,105
Administrative expenses (other) incurred2022-12-31$460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,798,058
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,469,568
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,267,626
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$74,847,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,412,715
Value of interest in pooled separate accounts at end of year2022-12-31$17,037
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,541
Interest on participant loans2022-12-31$81,177
Interest earned on other investments2022-12-31$199,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,967,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,105,704
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,261,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,835,537
Net investment gain/loss from pooled separate accounts2022-12-31$496
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$2,650,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,467,525
Contract administrator fees2022-12-31$278,787
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,273
Total income from all sources (including contributions)2021-12-31$19,204,957
Total of all expenses incurred2021-12-31$9,560,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,219,430
Expenses. Certain deemed distributions of participant loans2021-12-31$51,645
Value of total corrective distributions2021-12-31$126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,472,285
Value of total assets at end of year2021-12-31$99,289,731
Value of total assets at beginning of year2021-12-31$89,645,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$289,159
Total interest from all sources2021-12-31$269,813
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,048,333
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$6,048,333
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,292,050
Participant contributions at end of year2021-12-31$1,754,771
Participant contributions at beginning of year2021-12-31$1,847,252
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$632,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$22,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$22,273
Administrative expenses (other) incurred2021-12-31$244
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$9,644,597
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,267,626
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$89,623,029
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$88,412,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$77,936,998
Value of interest in pooled separate accounts at end of year2021-12-31$16,541
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,059
Interest on participant loans2021-12-31$92,284
Interest earned on other investments2021-12-31$177,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,105,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,844,993
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,506,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,414,044
Net investment gain/loss from pooled separate accounts2021-12-31$482
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$2,547,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,713,057
Contract administrator fees2021-12-31$288,915
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,661
Total income from all sources (including contributions)2020-12-31$17,985,576
Total of all expenses incurred2020-12-31$6,028,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,777,823
Expenses. Certain deemed distributions of participant loans2020-12-31$7,347
Value of total corrective distributions2020-12-31$5,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,840,334
Value of total assets at end of year2020-12-31$89,645,302
Value of total assets at beginning of year2020-12-31$77,684,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237,803
Total interest from all sources2020-12-31$275,587
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,675,497
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$3,675,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Contributions received from participants2020-12-31$4,585,327
Participant contributions at end of year2020-12-31$1,847,252
Participant contributions at beginning of year2020-12-31$2,108,729
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$22,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$18,661
Administrative expenses (other) incurred2020-12-31$237,803
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$11,956,850
Value of net assets at end of year (total assets less liabilities)2020-12-31$89,623,029
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,666,179
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$77,936,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,649,913
Value of interest in pooled separate accounts at end of year2020-12-31$16,059
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,591
Interest on participant loans2020-12-31$98,835
Interest earned on other investments2020-12-31$176,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,844,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,910,607
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$886,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,193,690
Net investment gain/loss from pooled separate accounts2020-12-31$468
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$2,135,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,891,229
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,842
Total income from all sources (including contributions)2019-12-31$18,885,042
Total income from all sources (including contributions)2019-12-31$18,885,042
Total of all expenses incurred2019-12-31$7,348,373
Total of all expenses incurred2019-12-31$7,348,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,073,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,073,230
Expenses. Certain deemed distributions of participant loans2019-12-31$19,228
Expenses. Certain deemed distributions of participant loans2019-12-31$19,228
Value of total corrective distributions2019-12-31$29,008
Value of total corrective distributions2019-12-31$29,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,294,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,294,408
Value of total assets at end of year2019-12-31$77,684,840
Value of total assets at end of year2019-12-31$77,684,840
Value of total assets at beginning of year2019-12-31$66,148,352
Value of total assets at beginning of year2019-12-31$66,148,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$226,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$226,907
Total interest from all sources2019-12-31$296,518
Total interest from all sources2019-12-31$296,518
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,828,782
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,828,782
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$2,828,782
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,828,782
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,645,962
Contributions received from participants2019-12-31$4,645,962
Participant contributions at end of year2019-12-31$2,108,729
Participant contributions at end of year2019-12-31$2,108,729
Participant contributions at beginning of year2019-12-31$2,084,222
Participant contributions at beginning of year2019-12-31$2,084,222
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$408,769
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$408,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,842
Administrative expenses (other) incurred2019-12-31$121
Administrative expenses (other) incurred2019-12-31$121
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$11,536,669
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,666,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,666,179
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,129,510
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,129,510
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,649,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,649,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,769,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,769,102
Value of interest in pooled separate accounts at end of year2019-12-31$15,591
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,137
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,137
Interest on participant loans2019-12-31$119,909
Interest on participant loans2019-12-31$119,909
Interest earned on other investments2019-12-31$176,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,910,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,910,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,279,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,279,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,464,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,464,879
Net investment gain/loss from pooled separate accounts2019-12-31$455
Net investment gain/loss from pooled separate accounts2019-12-31$455
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
Contributions received in cash from employer2019-12-31$2,239,677
Contributions received in cash from employer2019-12-31$2,239,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,073,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,073,230
Contract administrator fees2019-12-31$226,786
Contract administrator fees2019-12-31$226,786
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
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
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,987
Total income from all sources (including contributions)2018-12-31$5,498,483
Total of all expenses incurred2018-12-31$7,239,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,947,678
Expenses. Certain deemed distributions of participant loans2018-12-31$4,010
Value of total corrective distributions2018-12-31$95,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,362,569
Value of total assets at end of year2018-12-31$66,148,352
Value of total assets at beginning of year2018-12-31$67,908,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,937
Total interest from all sources2018-12-31$226,310
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,400,533
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$3,400,533
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,739,339
Participant contributions at end of year2018-12-31$2,084,222
Participant contributions at beginning of year2018-12-31$1,817,304
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,344,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,740,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,129,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,870,323
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,769,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,099,976
Value of interest in pooled separate accounts at end of year2018-12-31$15,137
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,696
Interest on participant loans2018-12-31$95,860
Interest earned on other investments2018-12-31$130,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,279,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,976,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,491,371
Net investment gain/loss from pooled separate accounts2018-12-31$442
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$2,279,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,947,678
Contract administrator fees2018-12-31$191,937
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,750
Total income from all sources (including contributions)2017-12-31$15,162,274
Total of all expenses incurred2017-12-31$4,717,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,436,339
Expenses. Certain deemed distributions of participant loans2017-12-31$38,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,687,901
Value of total assets at end of year2017-12-31$67,908,310
Value of total assets at beginning of year2017-12-31$57,511,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$242,624
Total interest from all sources2017-12-31$126,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,208,408
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$2,208,408
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,388,863
Participant contributions at end of year2017-12-31$1,817,304
Participant contributions at beginning of year2017-12-31$1,718,550
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,059,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$86,750
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$10,445,083
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,870,323
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,425,240
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,099,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,188,269
Value of interest in pooled separate accounts at end of year2017-12-31$14,696
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,457
Interest on participant loans2017-12-31$78,865
Interest earned on other investments2017-12-31$47,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,976,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,587,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,138,683
Net investment gain/loss from pooled separate accounts2017-12-31$479
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$2,239,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,436,339
Contract administrator fees2017-12-31$242,624
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,278
Total income from all sources (including contributions)2016-12-31$10,210,752
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,826,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,416,995
Expenses. Certain deemed distributions of participant loans2016-12-31$25,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,096,872
Value of total assets at end of year2016-12-31$57,511,990
Value of total assets at beginning of year2016-12-31$52,098,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$383,532
Total interest from all sources2016-12-31$113,925
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,705,331
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$1,705,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,707,433
Participant contributions at end of year2016-12-31$1,718,550
Participant contributions at beginning of year2016-12-31$1,986,879
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$276,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$86,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$58,278
Other income not declared elsewhere2016-12-31$1,293,977
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$5,384,744
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,425,240
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,040,496
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,188,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,515,689
Value of interest in pooled separate accounts at end of year2016-12-31$17,457
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,683
Interest on participant loans2016-12-31$67,684
Interest earned on other investments2016-12-31$46,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,587,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,524,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$647
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$2,113,239
Employer contributions (assets) at beginning of year2016-12-31$38,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,416,995
Contract administrator fees2016-12-31$383,532
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,776
Total income from all sources (including contributions)2015-12-31$6,102,760
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,561,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,336,023
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,056,984
Value of total assets at end of year2015-12-31$52,098,774
Value of total assets at beginning of year2015-12-31$49,549,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$225,380
Total interest from all sources2015-12-31$122,905
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,661,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,819,018
Participant contributions at end of year2015-12-31$1,986,879
Participant contributions at beginning of year2015-12-31$1,831,419
Participant contributions at beginning of year2015-12-31$98,617
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$224,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$58,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$50,776
Other income not declared elsewhere2015-12-31$-1,739,994
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$2,541,357
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,040,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,499,139
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,515,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,909,962
Value of interest in pooled separate accounts at end of year2015-12-31$32,683
Value of interest in pooled separate accounts at beginning of year2015-12-31$30,144
Interest on participant loans2015-12-31$67,710
Interest earned on other investments2015-12-31$55,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,524,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,609,908
Net investment gain/loss from pooled separate accounts2015-12-31$952
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$2,013,407
Employer contributions (assets) at end of year2015-12-31$38,906
Employer contributions (assets) at beginning of year2015-12-31$69,865
Income. Dividends from common stock2015-12-31$1,661,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,336,023
Contract administrator fees2015-12-31$225,380
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 name2015-12-31ALBRIGHT, FORTENBERRY & NINAS, LLP
Accountancy firm EIN2015-12-31581456534
2014 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,440
Total income from all sources (including contributions)2014-12-31$7,913,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,362,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,134,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,343,455
Value of total assets at end of year2014-12-31$49,549,915
Value of total assets at beginning of year2014-12-31$45,993,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,447
Total interest from all sources2014-12-31$94,382
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,821,508
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$1,821,508
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,519,793
Participant contributions at end of year2014-12-31$1,831,419
Participant contributions at beginning of year2014-12-31$1,760,512
Participant contributions at end of year2014-12-31$98,617
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$74,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$50,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$46,440
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$3,551,757
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,499,139
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,947,382
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,909,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,581,142
Value of interest in pooled separate accounts at end of year2014-12-31$30,144
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,267
Interest on participant loans2014-12-31$63,495
Interest earned on other investments2014-12-31$30,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,609,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,622,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$654,502
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$1,748,665
Employer contributions (assets) at end of year2014-12-31$69,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,134,643
Contract administrator fees2014-12-31$227,447
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,476
Total income from all sources (including contributions)2013-12-31$10,290,324
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,247,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,938,703
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,317,541
Value of total assets at end of year2013-12-31$45,993,822
Value of total assets at beginning of year2013-12-31$40,949,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$309,014
Total interest from all sources2013-12-31$95,557
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,244,957
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$1,244,957
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,247,350
Participant contributions at end of year2013-12-31$1,760,512
Participant contributions at beginning of year2013-12-31$1,815,231
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$475,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$46,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$44,476
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$5,042,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,947,382
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,904,775
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,581,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,453,761
Value of interest in pooled separate accounts at end of year2013-12-31$29,267
Value of interest in pooled separate accounts at beginning of year2013-12-31$29,910
Interest on participant loans2013-12-31$64,632
Interest earned on other investments2013-12-31$30,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,622,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,650,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,632,269
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$1,594,208
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,938,703
Contract administrator fees2013-12-31$309,014
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 name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
2012 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$230,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,156
Total income from all sources (including contributions)2012-12-31$8,086,593
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,691,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,500,628
Expenses. Certain deemed distributions of participant loans2012-12-31$-8,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,941,021
Value of total assets at end of year2012-12-31$40,949,251
Value of total assets at beginning of year2012-12-31$36,324,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$199,407
Total interest from all sources2012-12-31$121,326
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,006,392
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$1,006,392
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,176,558
Participant contributions at end of year2012-12-31$1,815,231
Participant contributions at beginning of year2012-12-31$1,832,663
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$110,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$44,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$45,156
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$4,395,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,904,775
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,279,319
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$37,453,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,930,009
Value of interest in pooled separate accounts at end of year2012-12-31$29,910
Value of interest in pooled separate accounts at beginning of year2012-12-31$29,038
Interest on participant loans2012-12-31$71,612
Interest earned on other investments2012-12-31$49,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,650,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,486,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,926,979
Net investment gain/loss from pooled separate accounts2012-12-31$90,875
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$1,654,370
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$46,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,500,628
Contract administrator fees2012-12-31$199,407
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 name2012-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2012-12-31410746749
2011 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$26,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$49,076
Total income from all sources (including contributions)2011-12-31$5,075,696
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,892,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,712,562
Expenses. Certain deemed distributions of participant loans2011-12-31$-31,087
Value of total corrective distributions2011-12-31$3,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,624,463
Value of total assets at end of year2011-12-31$36,324,475
Value of total assets at beginning of year2011-12-31$36,117,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$207,078
Total interest from all sources2011-12-31$99,742
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$638,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$638,710
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,930,187
Participant contributions at end of year2011-12-31$1,832,663
Participant contributions at beginning of year2011-12-31$1,807,496
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$348,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$45,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$48,050
Administrative expenses (other) incurred2011-12-31$19
Liabilities. Value of operating payables at beginning of year2011-12-31$1,026
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$183,540
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,279,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,068,858
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$32,930,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,755,453
Value of interest in pooled separate accounts at end of year2011-12-31$29,038
Value of interest in pooled separate accounts at beginning of year2011-12-31$28,175
Interest on participant loans2011-12-31$71,357
Interest earned on other investments2011-12-31$28,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,486,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,526,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-287,219
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$1,345,688
Employer contributions (assets) at end of year2011-12-31$46,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,712,562
Contract administrator fees2011-12-31$207,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
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 name2011-12-31LARSON ALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS 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$49,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,515
Total income from all sources (including contributions)2010-12-31$6,954,456
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,407,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,184,870
Expenses. Certain deemed distributions of participant loans2010-12-31$3,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,407,294
Value of total assets at end of year2010-12-31$36,117,934
Value of total assets at beginning of year2010-12-31$40,535,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$218,758
Total interest from all sources2010-12-31$223,226
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$649,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$649,407
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,513,207
Participant contributions at end of year2010-12-31$1,807,496
Participant contributions at beginning of year2010-12-31$1,670,118
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$345,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$48,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,515
Liabilities. Value of operating payables at end of year2010-12-31$1,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,452,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,068,858
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,521,486
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$32,755,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,355,112
Value of interest in pooled separate accounts at end of year2010-12-31$28,175
Value of interest in pooled separate accounts at beginning of year2010-12-31$27,325
Interest on participant loans2010-12-31$85,084
Interest earned on other investments2010-12-31$138,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,526,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,482,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,673,774
Net investment gain/loss from pooled separate accounts2010-12-31$755
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$548,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,184,870
Contract administrator fees2010-12-31$218,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
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 name2010-12-31LARSON ALLEN, LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered2427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered60
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $42
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered56
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered57
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered61
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $65
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered2059
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered60
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered61
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $45
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered2000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered65
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $80
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered1927
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered68
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered71
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $121
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered1901
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered7
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 number63960
Policy instance 5
Insurance contract or identification number63960
Number of Individuals Covered1809
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered74
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $192
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
Insurance broker nameTHOMPSON, JOHN P
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered71
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered7
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered2
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number55724
Policy instance 4
Insurance contract or identification number55724
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $192
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
Commission paid to Insurance BrokerUSD $51
Insurance broker organization code?3
Insurance broker nameTHOMPSON, JOHN P
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 1
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered79
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number55724
Policy instance 2
Insurance contract or identification number55724
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $371
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
Commission paid to Insurance BrokerUSD $199
Insurance broker organization code?3
Insurance broker nameVISCONTI, VALERIE A
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55724
Policy instance 2
Insurance contract or identification number55724
Number of Individuals Covered95
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $335
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
Commission paid to Insurance BrokerUSD $163
Insurance broker organization code?3
Insurance broker namePETERS, JAMES B
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 1
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered93
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 1
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number55724
Policy instance 2
Insurance contract or identification number55724
Number of Individuals Covered145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $256
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
Commission paid to Insurance BrokerUSD $115
Insurance broker organization code?3
Insurance broker namePETERS, JAMES B
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00003
Policy instance 2
Insurance contract or identification numberFA067513-00003
Number of Individuals Covered7
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?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 number06878
Policy instance 5
Insurance contract or identification number06878
Number of Individuals Covered83
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $306
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 number55724
Policy instance 6
Insurance contract or identification number55724
Number of Individuals Covered79
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 number63960
Policy instance 4
Insurance contract or identification number63960
Number of Individuals Covered1993
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00001
Policy instance 3
Insurance contract or identification numberFA067513-00001
Number of Individuals Covered97
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067513-00002
Policy instance 1
Insurance contract or identification numberFA067513-00002
Number of Individuals Covered4
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?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 numberFA067513
Policy instance 1
Insurance contract or identification numberFA067513
Number of Individuals Covered101
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 number63960
Policy instance 2
Insurance contract or identification number63960
Number of Individuals Covered1901
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 number55724
Policy instance 4
Insurance contract or identification number55724
Number of Individuals Covered79
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06878
Policy instance 3
Insurance contract or identification number06878
Number of Individuals Covered83
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $274
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

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