Logo

CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CAROMONT HEALTH, INC.
Employer identification number (EIN):581636959
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOEL RIDDLE
0022016-01-01DOLLY MAYERCHAK
0022015-01-01LIBBY MCCRAW
0022014-01-01LIBBY MCCRAW
0022013-01-01LIBBY MCCRAW
0022012-01-01LIBBY MCCRAW
0022011-01-01LIBBY MCCRAW LIBBY MCCRAW2012-10-08
0022010-01-01LIBBY MCCRAW LIBBY MCCRAW2011-09-30
0022009-01-01LIBBY MCCRAW LIBBY MCCRAW2010-10-14

Plan Statistics for CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,961
Total number of active participants reported on line 7a of the Form 55002023-01-014,898
Number of retired or separated participants receiving benefits2023-01-01175
Number of other retired or separated participants entitled to future benefits2023-01-01276
Total of all active and inactive participants2023-01-015,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015,349
Number of participants with account balances2023-01-014,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01110
2022: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,763
Total number of active participants reported on line 7a of the Form 55002022-01-014,445
Number of retired or separated participants receiving benefits2022-01-01151
Number of other retired or separated participants entitled to future benefits2022-01-01365
Total of all active and inactive participants2022-01-014,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,961
Number of participants with account balances2022-01-013,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,966
Total number of active participants reported on line 7a of the Form 55002021-01-014,211
Number of retired or separated participants receiving benefits2021-01-01164
Number of other retired or separated participants entitled to future benefits2021-01-01388
Total of all active and inactive participants2021-01-014,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,763
Number of participants with account balances2021-01-013,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01109
2020: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,033
Total number of active participants reported on line 7a of the Form 55002020-01-014,213
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-012,732
Total of all active and inactive participants2020-01-016,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,966
Number of participants with account balances2020-01-016,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0185
2019: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,341
Total number of active participants reported on line 7a of the Form 55002019-01-014,311
Number of retired or separated participants receiving benefits2019-01-01226
Number of other retired or separated participants entitled to future benefits2019-01-012,492
Total of all active and inactive participants2019-01-017,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-017,033
Number of participants with account balances2019-01-016,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01103
2018: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,870
Total number of active participants reported on line 7a of the Form 55002018-01-014,360
Number of retired or separated participants receiving benefits2018-01-0169
Number of other retired or separated participants entitled to future benefits2018-01-01448
Total of all active and inactive participants2018-01-014,877
Total participants2018-01-014,877
Number of participants with account balances2018-01-014,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0197
2017: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,565
Total number of active participants reported on line 7a of the Form 55002017-01-014,279
Number of retired or separated participants receiving benefits2017-01-0148
Number of other retired or separated participants entitled to future benefits2017-01-011,519
Total of all active and inactive participants2017-01-015,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-015,870
Number of participants with account balances2017-01-015,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,282
Total number of active participants reported on line 7a of the Form 55002016-01-014,144
Number of retired or separated participants receiving benefits2016-01-0135
Number of other retired or separated participants entitled to future benefits2016-01-011,365
Total of all active and inactive participants2016-01-015,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-015,564
Number of participants with account balances2016-01-015,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,195
Total number of active participants reported on line 7a of the Form 55002015-01-014,051
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-011,180
Total of all active and inactive participants2015-01-015,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0124
Total participants2015-01-015,282
Number of participants with account balances2015-01-015,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,575
Total number of active participants reported on line 7a of the Form 55002014-01-013,964
Number of retired or separated participants receiving benefits2014-01-0127
Number of other retired or separated participants entitled to future benefits2014-01-011,189
Total of all active and inactive participants2014-01-015,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-015,193
Number of participants with account balances2014-01-014,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,206
Total number of active participants reported on line 7a of the Form 55002013-01-014,293
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-01239
Total of all active and inactive participants2013-01-014,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-014,573
Number of participants with account balances2013-01-014,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,599
Total number of active participants reported on line 7a of the Form 55002012-01-013,931
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01259
Total of all active and inactive participants2012-01-014,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-014,206
Number of participants with account balances2012-01-014,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,462
Total number of active participants reported on line 7a of the Form 55002011-01-014,309
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01280
Total of all active and inactive participants2011-01-014,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,598
Number of participants with account balances2011-01-014,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2010: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,738
Total number of active participants reported on line 7a of the Form 55002010-01-014,119
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01336
Total of all active and inactive participants2010-01-014,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,462
Number of participants with account balances2010-01-013,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0189
2009: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,688
Total number of active participants reported on line 7a of the Form 55002009-01-014,515
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01223
Total of all active and inactive participants2009-01-014,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,738
Number of participants with account balances2009-01-014,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01161

Financial Data on CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$98,961,364
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,508,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$29,326,644
Expenses. Certain deemed distributions of participant loans2023-12-31$109,019
Value of total corrective distributions2023-12-31$29,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$34,952,558
Value of total assets at end of year2023-12-31$444,128,487
Value of total assets at beginning of year2023-12-31$374,675,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$43,978
Total interest from all sources2023-12-31$920,998
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$12,763,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$12,763,700
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$18,886,785
Participant contributions at end of year2023-12-31$4,241,163
Participant contributions at beginning of year2023-12-31$3,543,162
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$1,012
Assets. Other investments not covered elsewhere at end of year2023-12-31$46,421,083
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$44,651,180
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,384,875
Other income not declared elsewhere2023-12-31$1,239,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$69,452,552
Value of net assets at end of year (total assets less liabilities)2023-12-31$444,128,487
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$374,675,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$386,700,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$320,810,175
Interest on participant loans2023-12-31$227,268
Interest earned on other investments2023-12-31$684,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$612,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$9,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$49,084,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$13,680,898
Employer contributions (assets) at end of year2023-12-31$6,153,535
Employer contributions (assets) at beginning of year2023-12-31$5,670,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$29,326,644
Contract administrator fees2023-12-31$43,978
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,670,407
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,069,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,804,562
Expenses. Certain deemed distributions of participant loans2022-12-31$215,639
Value of total corrective distributions2022-12-31$9,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,326,097
Value of total assets at end of year2022-12-31$374,675,935
Value of total assets at beginning of year2022-12-31$439,415,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,495
Total interest from all sources2022-12-31$829,095
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,389,583
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$18,389,583
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,860,129
Participant contributions at end of year2022-12-31$3,543,162
Participant contributions at beginning of year2022-12-31$3,831,734
Participant contributions at end of year2022-12-31$1,012
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$44,651,180
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$40,395,287
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,475,022
Other income not declared elsewhere2022-12-31$-1,452,026
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$-64,739,508
Value of net assets at end of year (total assets less liabilities)2022-12-31$374,675,935
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$439,415,443
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$320,810,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$389,885,428
Interest on participant loans2022-12-31$176,583
Interest earned on other investments2022-12-31$652,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-90,763,156
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$12,990,946
Employer contributions (assets) at end of year2022-12-31$5,670,406
Employer contributions (assets) at beginning of year2022-12-31$5,302,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,804,562
Contract administrator fees2022-12-31$39,495
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$86,657,846
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,470,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,307,282
Expenses. Certain deemed distributions of participant loans2021-12-31$95,460
Value of total corrective distributions2021-12-31$30,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,672,380
Value of total assets at end of year2021-12-31$439,415,443
Value of total assets at beginning of year2021-12-31$376,228,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,240
Total interest from all sources2021-12-31$804,199
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,319,535
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$18,319,535
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,537,625
Participant contributions at end of year2021-12-31$3,831,734
Participant contributions at beginning of year2021-12-31$3,982,371
Assets. Other investments not covered elsewhere at end of year2021-12-31$40,395,287
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$38,691,478
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,877,864
Other income not declared elsewhere2021-12-31$315,631
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$63,187,427
Value of net assets at end of year (total assets less liabilities)2021-12-31$439,415,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$376,228,016
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$389,885,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$328,545,787
Interest on participant loans2021-12-31$212,560
Interest earned on other investments2021-12-31$591,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$35,546,101
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$12,256,891
Employer contributions (assets) at end of year2021-12-31$5,302,994
Employer contributions (assets) at beginning of year2021-12-31$5,008,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,307,282
Contract administrator fees2021-12-31$37,240
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$78,001,420
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,143,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,952,230
Expenses. Certain deemed distributions of participant loans2020-12-31$106,108
Value of total corrective distributions2020-12-31$46,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,475,265
Value of total assets at end of year2020-12-31$376,228,016
Value of total assets at beginning of year2020-12-31$323,369,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,271
Total interest from all sources2020-12-31$766,570
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,773,074
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$12,773,074
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,960,874
Participant contributions at end of year2020-12-31$3,982,371
Participant contributions at beginning of year2020-12-31$3,778,470
Assets. Other investments not covered elsewhere at end of year2020-12-31$38,691,478
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$30,988,092
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,846,097
Other income not declared elsewhere2020-12-31$353,850
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$52,858,293
Value of net assets at end of year (total assets less liabilities)2020-12-31$376,228,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$323,369,723
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$328,545,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$283,657,093
Interest on participant loans2020-12-31$211,113
Interest earned on other investments2020-12-31$555,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,632,661
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$11,668,294
Employer contributions (assets) at end of year2020-12-31$5,008,380
Employer contributions (assets) at beginning of year2020-12-31$4,946,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,952,230
Contract administrator fees2020-12-31$38,271
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 name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$85,468,854
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,916,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,722,720
Expenses. Certain deemed distributions of participant loans2019-12-31$173,935
Value of total corrective distributions2019-12-31$322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,204,223
Value of total assets at end of year2019-12-31$323,369,723
Value of total assets at beginning of year2019-12-31$260,817,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,163
Total interest from all sources2019-12-31$206,913
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,455,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,455,145
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,577,612
Participant contributions at end of year2019-12-31$3,778,470
Participant contributions at beginning of year2019-12-31$3,864,536
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,988,092
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$31,789,095
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,097,743
Other income not declared elsewhere2019-12-31$1,073,640
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$62,552,714
Value of net assets at end of year (total assets less liabilities)2019-12-31$323,369,723
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$260,817,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$283,657,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$220,335,178
Interest on participant loans2019-12-31$206,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,528,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,528,868
Employer contributions (assets) at end of year2019-12-31$4,946,068
Employer contributions (assets) at beginning of year2019-12-31$4,828,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,722,720
Contract administrator fees2019-12-31$19,163
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,245,687
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,111,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,070,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,270,544
Value of total assets at end of year2018-12-31$260,817,009
Value of total assets at beginning of year2018-12-31$263,682,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,776
Total interest from all sources2018-12-31$668,119
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,530,957
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$10,530,957
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,362,748
Participant contributions at end of year2018-12-31$3,864,536
Participant contributions at beginning of year2018-12-31$3,628,973
Assets. Other investments not covered elsewhere at end of year2018-12-31$31,789,095
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$29,739,617
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,026,335
Other income not declared elsewhere2018-12-31$-183,405
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$-2,865,476
Value of net assets at end of year (total assets less liabilities)2018-12-31$260,817,009
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$263,682,485
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$220,335,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$225,712,663
Interest on participant loans2018-12-31$188,073
Interest earned on other investments2018-12-31$480,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,040,528
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$10,881,461
Employer contributions (assets) at end of year2018-12-31$4,828,200
Employer contributions (assets) at beginning of year2018-12-31$4,601,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,070,387
Contract administrator fees2018-12-31$40,776
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 name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$58,327,403
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,310,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,981,471
Expenses. Certain deemed distributions of participant loans2017-12-31$201,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,807,228
Value of total assets at end of year2017-12-31$263,682,485
Value of total assets at beginning of year2017-12-31$219,665,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,845
Total interest from all sources2017-12-31$154,282
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,883,921
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$9,883,921
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,234,050
Participant contributions at end of year2017-12-31$3,628,973
Participant contributions at beginning of year2017-12-31$3,321,978
Assets. Other investments not covered elsewhere at end of year2017-12-31$29,739,617
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$50,829,165
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,321,701
Other income not declared elsewhere2017-12-31$1,094,522
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$44,016,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$263,682,485
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$219,665,557
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$225,712,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$161,240,233
Interest on participant loans2017-12-31$154,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,387,450
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$10,251,477
Employer contributions (assets) at end of year2017-12-31$4,601,232
Employer contributions (assets) at beginning of year2017-12-31$4,274,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,981,471
Contract administrator fees2017-12-31$127,845
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : CAROMONT HEALTH, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$37,609,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,170,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,955,452
Expenses. Certain deemed distributions of participant loans2016-12-31$157,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,777,550
Value of total assets at end of year2016-12-31$219,665,557
Value of total assets at beginning of year2016-12-31$193,226,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,599
Total interest from all sources2016-12-31$139,595
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,192,422
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$4,192,422
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,987,005
Participant contributions at end of year2016-12-31$3,321,978
Participant contributions at beginning of year2016-12-31$3,163,371
Assets. Other investments not covered elsewhere at end of year2016-12-31$50,829,165
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,430,029
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,344,727
Other income not declared elsewhere2016-12-31$994,126
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$26,439,009
Value of net assets at end of year (total assets less liabilities)2016-12-31$219,665,557
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$193,226,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$161,240,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$141,541,905
Interest on participant loans2016-12-31$139,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$41,956,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,505,319
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,445,818
Employer contributions (assets) at end of year2016-12-31$4,274,181
Employer contributions (assets) at beginning of year2016-12-31$4,134,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,955,452
Contract administrator fees2016-12-31$17,143
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : CAROMONT HEALTH, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$20,775,975
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,367,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,954,987
Expenses. Certain deemed distributions of participant loans2015-12-31$223,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,574,103
Value of total assets at end of year2015-12-31$193,226,548
Value of total assets at beginning of year2015-12-31$184,818,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$189,247
Total interest from all sources2015-12-31$845,326
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,310,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,310,181
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,030,006
Participant contributions at end of year2015-12-31$3,163,371
Participant contributions at beginning of year2015-12-31$2,769,536
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,430,029
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,052,200
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,676,438
Other income not declared elsewhere2015-12-31$-22,498
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$8,408,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$193,226,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$184,818,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$171,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$141,541,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$136,288,702
Interest on participant loans2015-12-31$124,490
Interest earned on other investments2015-12-31$720,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$41,956,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$39,569,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,931,137
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$8,867,659
Employer contributions (assets) at end of year2015-12-31$4,134,380
Employer contributions (assets) at beginning of year2015-12-31$4,138,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,954,987
Contract administrator fees2015-12-31$17,644
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : CAROMONT HEALTH, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,310,750
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,522,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,231,027
Expenses. Certain deemed distributions of participant loans2014-12-31$247,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,192,255
Value of total assets at end of year2014-12-31$184,818,532
Value of total assets at beginning of year2014-12-31$166,029,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,519
Total interest from all sources2014-12-31$688,267
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,609,325
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$7,609,325
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,641,484
Participant contributions at end of year2014-12-31$2,769,536
Participant contributions at beginning of year2014-12-31$2,441,888
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,052,200
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,734,910
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,922,640
Other income not declared elsewhere2014-12-31$70,911
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$18,788,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$184,818,532
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$166,029,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$23,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$136,288,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$127,845,496
Interest on participant loans2014-12-31$111,229
Interest earned on other investments2014-12-31$577,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$39,569,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,139,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$749,992
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$8,628,131
Employer contributions (assets) at end of year2014-12-31$4,138,619
Employer contributions (assets) at beginning of year2014-12-31$3,867,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,231,027
Contract administrator fees2014-12-31$19,926
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : CAROMONT HEALTH, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$40,583,771
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,001,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,579,550
Expenses. Certain deemed distributions of participant loans2013-12-31$384,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,028,347
Value of total assets at end of year2013-12-31$166,029,955
Value of total assets at beginning of year2013-12-31$137,447,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,337
Total interest from all sources2013-12-31$605,571
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,136,494
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$5,136,494
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,778,712
Participant contributions at end of year2013-12-31$2,441,888
Participant contributions at beginning of year2013-12-31$2,035,629
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,734,910
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,298,171
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,470,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Other income not declared elsewhere2013-12-31$355,678
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$88,671
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$28,582,650
Value of net assets at end of year (total assets less liabilities)2013-12-31$166,029,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$137,447,305
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$127,845,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$103,609,190
Interest on participant loans2013-12-31$98,657
Interest earned on other investments2013-12-31$506,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,139,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,488,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,457,681
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$7,778,927
Employer contributions (assets) at end of year2013-12-31$3,867,675
Employer contributions (assets) at beginning of year2013-12-31$927,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,579,550
Contract administrator fees2013-12-31$37,337
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$180,221
Total income from all sources (including contributions)2012-12-31$28,418,066
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,952,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,930,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,700,863
Value of total assets at end of year2012-12-31$137,447,305
Value of total assets at beginning of year2012-12-31$117,162,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,461
Total interest from all sources2012-12-31$588,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,837,687
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$1,837,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,543,030
Participant contributions at end of year2012-12-31$2,035,629
Participant contributions at beginning of year2012-12-31$1,902,569
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,298,171
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,133,223
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,830,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$244,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$180,221
Other income not declared elsewhere2012-12-31$119,436
Total non interest bearing cash at end of year2012-12-31$88,671
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$20,465,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$137,447,305
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$116,982,187
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$103,609,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$87,221,574
Interest on participant loans2012-12-31$75,211
Interest earned on other investments2012-12-31$513,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$127,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$127,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,488,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,721,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,171,156
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$4,327,764
Employer contributions (assets) at end of year2012-12-31$927,589
Employer contributions (assets) at beginning of year2012-12-31$810,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,930,487
Contract administrator fees2012-12-31$22,461
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 name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$180,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$95,525
Total income from all sources (including contributions)2011-12-31$14,894,725
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,492,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,991,761
Expenses. Certain deemed distributions of participant loans2011-12-31$478,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,257,210
Value of total assets at end of year2011-12-31$117,162,408
Value of total assets at beginning of year2011-12-31$109,675,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,709
Total interest from all sources2011-12-31$90,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,725,698
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$2,725,698
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,451,039
Participant contributions at end of year2011-12-31$1,902,569
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,133,223
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,176,309
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,485,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$244,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$87,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$180,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$95,525
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$7,401,818
Value of net assets at end of year (total assets less liabilities)2011-12-31$116,982,187
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$109,580,369
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$87,221,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$82,287,978
Interest on participant loans2011-12-31$90,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$127,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$44,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$44,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,721,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,185,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,178,496
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$4,320,541
Employer contributions (assets) at end of year2011-12-31$810,290
Employer contributions (assets) at beginning of year2011-12-31$750,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,991,761
Contract administrator fees2011-12-31$22,709
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,144,186
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 name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : CAROMONT HEALTH, INC. 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$95,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$107,808
Total income from all sources (including contributions)2010-12-31$25,794,620
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,215,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,197,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,678,125
Value of total assets at end of year2010-12-31$109,675,894
Value of total assets at beginning of year2010-12-31$91,109,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,913
Total interest from all sources2010-12-31$645,933
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,207,125
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$2,099,294
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,367,696
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,618,516
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,176,309
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,433,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$87,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$89,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$95,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$107,808
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$18,578,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$109,580,369
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,001,379
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$82,287,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$67,437,511
Interest on participant loans2010-12-31$87,190
Interest earned on other investments2010-12-31$558,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$44,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$54,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$54,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,185,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$20,935,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,263,437
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$4,876,757
Employer contributions (assets) at end of year2010-12-31$750,275
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$107,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,197,717
Contract administrator fees2010-12-31$17,913
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,144,186
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$972,975
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

2023: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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: CAROMONT HEALTH, INC. 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered510
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered652
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered636
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered667
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered656
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered689
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered702
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894269+007
Policy instance 1
Insurance contract or identification number894269+007
Number of Individuals Covered4891
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered4640
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered2972
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered4071
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered3917
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893051-007
Policy instance 1
Insurance contract or identification number893051-007
Number of Individuals Covered3825
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1