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PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 401k Plan overview

Plan NamePHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN
Plan identification number 001

PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:PHOEBE PUTNEY HEALTH SYSTEM, INC.
Employer identification number (EIN):581928247
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM PETERSON
0012016-01-01WILLIAM PETERSON
0012015-01-01WILLIAM PETERSON
0012014-01-01WILLIAM PETERSON
0012013-01-01WILLIAM PETERSON
0012012-01-01WILLIAM PETERSON
0012011-01-01WILLIAM PETERSON WILLIAM PETERSON2012-10-15
0012009-01-01WILLIAM PETERSON
0012009-01-01WILLIAM PETERSON

Plan Statistics for PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN

401k plan membership statisitcs for PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN

Measure Date Value
2023: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015,826
Total number of active participants reported on line 7a of the Form 55002023-01-014,505
Number of retired or separated participants receiving benefits2023-01-0171
Number of other retired or separated participants entitled to future benefits2023-01-011,634
Total of all active and inactive participants2023-01-016,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0137
Total participants2023-01-016,247
Number of participants with account balances2023-01-015,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01202
2022: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,779
Total number of active participants reported on line 7a of the Form 55002022-01-014,103
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-011,615
Total of all active and inactive participants2022-01-015,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0135
Total participants2022-01-015,826
Number of participants with account balances2022-01-015,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01182
2021: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,705
Total number of active participants reported on line 7a of the Form 55002021-01-014,121
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-011,557
Total of all active and inactive participants2021-01-015,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0131
Total participants2021-01-015,779
Number of participants with account balances2021-01-015,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01278
2020: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,550
Total number of active participants reported on line 7a of the Form 55002020-01-014,302
Number of retired or separated participants receiving benefits2020-01-0140
Number of other retired or separated participants entitled to future benefits2020-01-011,336
Total of all active and inactive participants2020-01-015,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0127
Total participants2020-01-015,705
Number of participants with account balances2020-01-015,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01257
2019: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,100
Total number of active participants reported on line 7a of the Form 55002019-01-014,404
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-011,058
Total of all active and inactive participants2019-01-015,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0127
Total participants2019-01-015,549
Number of participants with account balances2019-01-014,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01294
2018: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,923
Total number of active participants reported on line 7a of the Form 55002018-01-014,430
Number of retired or separated participants receiving benefits2018-01-0160
Number of other retired or separated participants entitled to future benefits2018-01-011,590
Total of all active and inactive participants2018-01-016,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0120
Total participants2018-01-016,100
Number of participants with account balances2018-01-015,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01273
2017: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,334
Total number of active participants reported on line 7a of the Form 55002017-01-014,371
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-011,480
Total of all active and inactive participants2017-01-015,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-015,923
Number of participants with account balances2017-01-015,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01391
2016: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,173
Total number of active participants reported on line 7a of the Form 55002016-01-014,409
Number of retired or separated participants receiving benefits2016-01-0138
Number of other retired or separated participants entitled to future benefits2016-01-01872
Total of all active and inactive participants2016-01-015,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-015,334
Number of participants with account balances2016-01-014,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01287
2015: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,607
Total number of active participants reported on line 7a of the Form 55002015-01-014,289
Number of retired or separated participants receiving benefits2015-01-0133
Number of other retired or separated participants entitled to future benefits2015-01-011,840
Total of all active and inactive participants2015-01-016,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-016,173
Number of participants with account balances2015-01-015,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01320
2014: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,626
Total number of active participants reported on line 7a of the Form 55002014-01-014,438
Number of retired or separated participants receiving benefits2014-01-0151
Number of other retired or separated participants entitled to future benefits2014-01-012,101
Total of all active and inactive participants2014-01-016,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-016,607
Number of participants with account balances2014-01-016,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01554
2013: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,443
Total number of active participants reported on line 7a of the Form 55002013-01-014,899
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-011,682
Total of all active and inactive participants2013-01-016,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-016,626
Number of participants with account balances2013-01-016,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01130
2012: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,229
Total number of active participants reported on line 7a of the Form 55002012-01-015,187
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-011,227
Total of all active and inactive participants2012-01-016,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-016,427
Number of participants with account balances2012-01-015,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01276
2011: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,533
Total number of active participants reported on line 7a of the Form 55002011-01-015,003
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,225
Total of all active and inactive participants2011-01-016,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,228
Number of participants with account balances2011-01-014,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01335
2009: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,591
Total number of active participants reported on line 7a of the Form 55002009-01-013,523
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01866
Total of all active and inactive participants2009-01-014,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,401
Number of participants with account balances2009-01-013,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01279

Financial Data on PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN

Measure Date Value
2023 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$87,324,151
Total of all expenses incurred2023-12-31$34,241,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$33,502,226
Expenses. Certain deemed distributions of participant loans2023-12-31$38,691
Value of total corrective distributions2023-12-31$6,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$31,082,493
Value of total assets at end of year2023-12-31$398,024,442
Value of total assets at beginning of year2023-12-31$344,941,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$693,866
Total interest from all sources2023-12-31$1,142,556
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,392,901
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$6,392,901
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$22,338,160
Participant contributions at end of year2023-12-31$8,034,421
Participant contributions at beginning of year2023-12-31$7,818,168
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,698,430
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$3,913,013
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,704,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$41,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$27,928
Other income not declared elsewhere2023-12-31$462,641
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$53,082,851
Value of net assets at end of year (total assets less liabilities)2023-12-31$398,024,442
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$344,941,591
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
Investment advisory and management fees2023-12-31$459,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$348,617,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$294,846,258
Interest on participant loans2023-12-31$345,778
Interest earned on other investments2023-12-31$796,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$37,317,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$38,336,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$48,243,560
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$7,039,985
Employer contributions (assets) at end of year2023-12-31$314,285
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$33,502,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2023-12-31580914992
2022 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-39,478,204
Total of all expenses incurred2022-12-31$26,430,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,204,123
Expenses. Certain deemed distributions of participant loans2022-12-31$58,158
Value of total corrective distributions2022-12-31$442,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,538,549
Value of total assets at end of year2022-12-31$344,941,591
Value of total assets at beginning of year2022-12-31$410,849,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$725,422
Total interest from all sources2022-12-31$1,085,378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,199,006
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$6,199,006
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$20,997,458
Participant contributions at end of year2022-12-31$7,818,168
Participant contributions at beginning of year2022-12-31$8,214,569
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,913,013
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,128,614
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,155,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$27,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$24,276
Other income not declared elsewhere2022-12-31$-409,839
Administrative expenses (other) incurred2022-12-31$261,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-65,908,222
Value of net assets at end of year (total assets less liabilities)2022-12-31$344,941,591
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$410,849,813
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
Investment advisory and management fees2022-12-31$463,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$294,846,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$362,454,981
Interest on participant loans2022-12-31$343,669
Interest earned on other investments2022-12-31$741,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$38,336,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$36,027,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,891,298
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$6,385,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,204,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2022-12-31580914992
2021 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$79,406,256
Total of all expenses incurred2021-12-31$24,502,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,659,458
Expenses. Certain deemed distributions of participant loans2021-12-31$124,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,335,400
Value of total assets at end of year2021-12-31$410,849,813
Value of total assets at beginning of year2021-12-31$355,945,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$718,312
Total interest from all sources2021-12-31$1,137,243
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,856,602
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$7,856,602
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$21,641,676
Participant contributions at end of year2021-12-31$8,214,569
Participant contributions at beginning of year2021-12-31$9,191,922
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,128,614
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,904,666
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,671,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$24,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$34,203
Other income not declared elsewhere2021-12-31$315,567
Administrative expenses (other) incurred2021-12-31$246,872
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$54,904,201
Value of net assets at end of year (total assets less liabilities)2021-12-31$410,849,813
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$355,945,612
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
Investment advisory and management fees2021-12-31$471,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$362,454,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$308,899,209
Interest on participant loans2021-12-31$390,601
Interest earned on other investments2021-12-31$746,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$36,027,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,727,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$40,761,444
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$6,022,173
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$188,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,659,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2021-12-31580914992
2020 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$22,053
Total income from all sources (including contributions)2020-12-31$76,312,462
Total of all expenses incurred2020-12-31$28,656,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,844,884
Expenses. Certain deemed distributions of participant loans2020-12-31$188,035
Value of total corrective distributions2020-12-31$5,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,662,473
Value of total assets at end of year2020-12-31$355,945,612
Value of total assets at beginning of year2020-12-31$308,267,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$617,842
Total interest from all sources2020-12-31$1,251,749
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,060,854
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$5,060,854
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$19,872,967
Participant contributions at end of year2020-12-31$9,191,922
Participant contributions at beginning of year2020-12-31$7,774,043
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,904,666
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,205,902
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,975,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$34,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,580
Other income not declared elsewhere2020-12-31$277,666
Administrative expenses (other) incurred2020-12-31$243,107
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$47,656,115
Value of net assets at end of year (total assets less liabilities)2020-12-31$355,945,612
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$308,267,444
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
Investment advisory and management fees2020-12-31$374,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$308,899,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$265,952,706
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2
Interest on participant loans2020-12-31$443,358
Interest earned on other investments2020-12-31$808,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,727,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,128,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,059,720
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$5,813,732
Employer contributions (assets) at end of year2020-12-31$188,146
Employer contributions (assets) at beginning of year2020-12-31$194,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,844,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2020-12-31580914992
2019 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$6,167
Total income from all sources (including contributions)2019-12-31$81,685,017
Total of all expenses incurred2019-12-31$23,402,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,775,531
Expenses. Certain deemed distributions of participant loans2019-12-31$36,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,920,572
Value of total assets at end of year2019-12-31$308,267,444
Value of total assets at beginning of year2019-12-31$249,978,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$590,938
Total interest from all sources2019-12-31$1,214,508
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,728,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,728,583
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$19,077,106
Participant contributions at end of year2019-12-31$7,774,043
Participant contributions at beginning of year2019-12-31$7,212,802
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,205,902
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,046,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,704,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,045
Other income not declared elsewhere2019-12-31$279,523
Administrative expenses (other) incurred2019-12-31$241,602
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$58,282,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$308,267,444
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$249,978,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$349,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$265,952,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$209,645,301
Value of interest in pooled separate accounts at end of year2019-12-31$2
Value of interest in pooled separate accounts at beginning of year2019-12-31$30,714,918
Interest on participant loans2019-12-31$466,059
Interest earned on other investments2019-12-31$748,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,128,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$347,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,528,844
Net investment gain/loss from pooled separate accounts2019-12-31$12,987
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$6,138,729
Employer contributions (assets) at end of year2019-12-31$194,932
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,775,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2019-12-31580914992
2018 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$12,992,026
Total of all expenses incurred2018-12-31$21,795,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,004,473
Expenses. Certain deemed distributions of participant loans2018-12-31$94,811
Value of total corrective distributions2018-12-31$3,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,357,050
Value of total assets at end of year2018-12-31$249,978,866
Value of total assets at beginning of year2018-12-31$258,781,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$692,724
Total interest from all sources2018-12-31$401,966
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,272,998
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$4,272,998
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$17,966,783
Participant contributions at end of year2018-12-31$7,212,802
Participant contributions at beginning of year2018-12-31$6,967,545
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,046,871
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,951,585
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,607,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$23,938
Other income not declared elsewhere2018-12-31$-64,301
Administrative expenses (other) incurred2018-12-31$403,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,803,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$249,978,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$258,781,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$289,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$209,645,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$219,179,356
Value of interest in pooled separate accounts at end of year2018-12-31$30,714,918
Value of interest in pooled separate accounts at beginning of year2018-12-31$30,281,641
Interest on participant loans2018-12-31$397,029
Interest earned on other investments2018-12-31$4,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$347,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$377,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,366,913
Net investment gain/loss from pooled separate accounts2018-12-31$391,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,782,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,004,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2018-12-31580914992
2017 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$14,012
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$27,935
Total income from all sources (including contributions)2017-12-31$58,437,013
Total of all expenses incurred2017-12-31$15,528,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,935,212
Expenses. Certain deemed distributions of participant loans2017-12-31$87,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,993,707
Value of total assets at end of year2017-12-31$258,781,956
Value of total assets at beginning of year2017-12-31$215,887,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$505,933
Total interest from all sources2017-12-31$331,239
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,649,882
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$3,649,882
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$15,994,489
Participant contributions at end of year2017-12-31$6,967,545
Participant contributions at beginning of year2017-12-31$6,180,989
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$32,778
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,951,585
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,593,770
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,268,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$23,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$27,935
Other income not declared elsewhere2017-12-31$213,947
Administrative expenses (other) incurred2017-12-31$366,287
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$42,908,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$258,781,956
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$215,859,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$139,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$219,179,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$175,978,431
Value of interest in pooled separate accounts at end of year2017-12-31$30,281,641
Value of interest in pooled separate accounts at beginning of year2017-12-31$28,342,739
Interest on participant loans2017-12-31$326,126
Interest earned on other investments2017-12-31$5,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$377,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$410,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$30,893,975
Net investment gain/loss from pooled separate accounts2017-12-31$354,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,730,638
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,335,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,935,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2017-12-31580914992
2016 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,935
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$37,717,355
Total of all expenses incurred2016-12-31$15,616,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,035,127
Expenses. Certain deemed distributions of participant loans2016-12-31$50,259
Value of total corrective distributions2016-12-31$27,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,471,592
Value of total assets at end of year2016-12-31$215,887,559
Value of total assets at beginning of year2016-12-31$193,754,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$503,646
Total interest from all sources2016-12-31$306,601
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,586,531
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$2,586,531
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$15,807,790
Participant contributions at end of year2016-12-31$6,180,989
Participant contributions at beginning of year2016-12-31$6,102,524
Participant contributions at end of year2016-12-31$32,778
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,593,770
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,225,740
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,015,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$12,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$27,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$46,599
Administrative expenses (other) incurred2016-12-31$462,057
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$22,100,388
Value of net assets at end of year (total assets less liabilities)2016-12-31$215,859,624
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$193,754,278
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$41,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$175,978,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$159,784,660
Value of interest in pooled separate accounts at end of year2016-12-31$28,342,739
Value of interest in pooled separate accounts at beginning of year2016-12-31$25,881,074
Interest on participant loans2016-12-31$302,937
Interest earned on other investments2016-12-31$3,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$410,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$542,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,987,700
Net investment gain/loss from pooled separate accounts2016-12-31$318,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,647,909
Employer contributions (assets) at end of year2016-12-31$3,335,638
Employer contributions (assets) at beginning of year2016-12-31$208,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,035,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2016-12-31580914992
2015 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$28,832
Total income from all sources (including contributions)2015-12-31$20,581,157
Total of all expenses incurred2015-12-31$20,308,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,813,299
Expenses. Certain deemed distributions of participant loans2015-12-31$43,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,315,671
Value of total assets at end of year2015-12-31$193,754,278
Value of total assets at beginning of year2015-12-31$193,452,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$451,670
Total interest from all sources2015-12-31$444,223
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,391,066
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$2,391,066
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$14,535,399
Participant contributions at end of year2015-12-31$6,102,524
Participant contributions at beginning of year2015-12-31$6,189,159
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,225,740
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$989,666
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$907,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,577
Other income not declared elsewhere2015-12-31$-34,616
Administrative expenses (other) incurred2015-12-31$324,391
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$52,789
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$272,493
Value of net assets at end of year (total assets less liabilities)2015-12-31$193,754,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$193,452,953
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$127,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$159,784,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$160,402,512
Value of interest in pooled separate accounts at end of year2015-12-31$25,881,074
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,970,006
Interest on participant loans2015-12-31$307,399
Interest earned on other investments2015-12-31$136,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$542,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,838,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,791,118
Net investment gain/loss from pooled separate accounts2015-12-31$255,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,872,949
Employer contributions (assets) at end of year2015-12-31$208,948
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,813,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2015-12-31580914992
2014 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$64,342
Total income from all sources (including contributions)2014-12-31$30,544,411
Total of all expenses incurred2014-12-31$17,279,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,758,463
Expenses. Certain deemed distributions of participant loans2014-12-31$56,039
Value of total corrective distributions2014-12-31$3,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,232,035
Value of total assets at end of year2014-12-31$193,452,953
Value of total assets at beginning of year2014-12-31$180,123,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$461,274
Total interest from all sources2014-12-31$379,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,667,153
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$2,667,153
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$13,415,290
Participant contributions at end of year2014-12-31$6,189,159
Participant contributions at beginning of year2014-12-31$5,519,738
Assets. Other investments not covered elsewhere at end of year2014-12-31$989,666
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,017,626
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,175,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,180
Other income not declared elsewhere2014-12-31$31,109
Administrative expenses (other) incurred2014-12-31$394,435
Total non interest bearing cash at end of year2014-12-31$52,789
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,265,148
Value of net assets at end of year (total assets less liabilities)2014-12-31$193,452,953
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$180,123,463
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$66,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$160,402,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$147,131,884
Value of interest in pooled separate accounts at end of year2014-12-31$20,970,006
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,273,269
Interest on participant loans2014-12-31$289,325
Interest earned on other investments2014-12-31$89,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,838,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,177,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,854,801
Net investment gain/loss from pooled separate accounts2014-12-31$380,026
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$3,640,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,758,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2014-12-31580914992
2013 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$37,055
Total income from all sources (including contributions)2013-12-31$53,318,399
Total of all expenses incurred2013-12-31$12,320,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,657,215
Expenses. Certain deemed distributions of participant loans2013-12-31$18,270
Value of total corrective distributions2013-12-31$1,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,840,059
Value of total assets at end of year2013-12-31$180,123,463
Value of total assets at beginning of year2013-12-31$139,088,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$643,571
Total interest from all sources2013-12-31$383,321
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,873,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,873,967
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$13,781,816
Participant contributions at end of year2013-12-31$5,519,738
Participant contributions at beginning of year2013-12-31$4,414,772
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,017,626
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,429,963
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,675,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,833
Other income not declared elsewhere2013-12-31$151,865
Administrative expenses (other) incurred2013-12-31$579,598
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$40,997,854
Value of net assets at end of year (total assets less liabilities)2013-12-31$180,123,463
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$139,088,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$147,131,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$108,682,870
Value of interest in pooled separate accounts at end of year2013-12-31$17,273,269
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,699,729
Interest on participant loans2013-12-31$197,472
Interest earned on other investments2013-12-31$185,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,177,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,858,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,712,410
Net investment gain/loss from pooled separate accounts2013-12-31$356,777
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$7,382,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,657,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2013-12-31580914992
2012 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$469,208
Total income from all sources (including contributions)2012-12-31$36,677,364
Total of all expenses incurred2012-12-31$8,288,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,841,377
Expenses. Certain deemed distributions of participant loans2012-12-31$11,043
Value of total corrective distributions2012-12-31$818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,868,468
Value of total assets at end of year2012-12-31$139,088,554
Value of total assets at beginning of year2012-12-31$110,230,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$435,292
Total interest from all sources2012-12-31$525,013
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,752,517
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$1,752,517
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 period2012-12-31Yes
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$12,482,435
Participant contributions at end of year2012-12-31$4,414,772
Participant contributions at beginning of year2012-12-31$3,687,170
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,429,963
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,803,196
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,446,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$133,811
Administrative expenses (other) incurred2012-12-31$374,177
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$28,388,834
Value of net assets at end of year (total assets less liabilities)2012-12-31$139,088,554
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$110,230,512
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
Investment advisory and management fees2012-12-31$61,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$108,682,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$11,699,729
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$202,241
Interest earned on other investments2012-12-31$322,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$89,480,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$89,480,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,858,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,259,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,037,453
Net investment gain/loss from pooled separate accounts2012-12-31$360,102
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,939,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,841,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31DRAFFIN & TUCKER LLC
Accountancy firm EIN2012-12-31580914992
2011 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$32,755,790
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,991,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,477,886
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$31,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,186,019
Value of total assets at end of year2011-12-31$125,778,700
Value of total assets at beginning of year2011-12-31$101,014,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$482,511
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$719,328
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,351,150
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$1,351,150
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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 period2011-12-31Yes
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$20,035,329
Participant contributions at end of year2011-12-31$3,687,170
Participant contributions at beginning of year2011-12-31$3,080,269
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,803,196
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,771,395
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-496,796
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$24,764,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,778,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$101,014,536
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$80,166,906
Interest on participant loans2011-12-31$138,223
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$581,105
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$104,578,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,710,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,767,361
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$45,172
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,003,911
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$10,379,295
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,432,714
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$482,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31DRAFFIN & TUCKER LLC.
Accountancy firm EIN2011-12-31580914992
2010 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$6,958,331
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,662,701
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,611,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,149,496
Expenses. Certain deemed distributions of participant loans2010-12-31$152,379
Value of total corrective distributions2010-12-31$11,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,818,097
Value of total assets at end of year2010-12-31$101,014,536
Value of total assets at beginning of year2010-12-31$76,005,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$298,616
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$541,249
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,094,812
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$1,094,812
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$8,571,793
Participant contributions at end of year2010-12-31$3,080,269
Participant contributions at beginning of year2010-12-31$2,695,851
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
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$487,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$867,652
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$18,051,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$101,014,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$76,005,167
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$80,166,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,616,910
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$144,527
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$396,722
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,767,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,692,406
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$46,819
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,340,891
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$4,758,760
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,102,677
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$298,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2010-12-31580914992
2009 : PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED 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 PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN

2023: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED 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
2009: PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 3
Insurance contract or identification numberTT069463
Number of Individuals Covered5259
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5259
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered49
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 3
Insurance contract or identification numberTT069463
Number of Individuals Covered5126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered59
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered59
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5064
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 3
Insurance contract or identification numberTT069463
Number of Individuals Covered5064
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered64
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,075
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,075
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 3
Insurance contract or identification numberTT069463
Number of Individuals Covered4994
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered4994
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered64
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,033
Total amount of fees paid to insurance companyUSD $2,033
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2033
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered4891
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 3
Insurance contract or identification numberTT069463
Number of Individuals Covered4891
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered70
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,929
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,929
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5535
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $285
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $285
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5440
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered5727
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered5727
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $694
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $694
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered6033
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $756
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $756
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered6033
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 1
Insurance contract or identification number928330
Number of Individuals Covered6327
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $772
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $772
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 2
Insurance contract or identification numberTT069463
Number of Individuals Covered6327
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1014198-01
Policy instance 1
Insurance contract or identification number1014198-01
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number10681
Policy instance 2
Insurance contract or identification number10681
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08639
Policy instance 3
Insurance contract or identification number08639
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-12
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number928330
Policy instance 4
Insurance contract or identification number928330
Number of Individuals Covered5895
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $782
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $782
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069463
Policy instance 5
Insurance contract or identification numberTT069463
Number of Individuals Covered5895
Insurance policy start date2012-01-12
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number928330
Policy instance 5
Insurance contract or identification number928330
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,828
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1014198-01
Policy instance 1
Insurance contract or identification number1014198-01
Number of Individuals Covered4256
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $47,757
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number10681
Policy instance 2
Insurance contract or identification number10681
Number of Individuals Covered21
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08639
Policy instance 3
Insurance contract or identification number08639
Number of Individuals Covered234
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $41,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number923666
Policy instance 4
Insurance contract or identification number923666
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number923666
Policy instance 4
Insurance contract or identification number923666
Number of Individuals Covered19
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number10681
Policy instance 5
Insurance contract or identification number10681
Number of Individuals Covered22
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number928330
Policy instance 2
Insurance contract or identification number928330
Number of Individuals Covered1433
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,214
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1014198-01
Policy instance 1
Insurance contract or identification number1014198-01
Number of Individuals Covered4219
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,590
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08639
Policy instance 3
Insurance contract or identification number08639
Number of Individuals Covered253
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $46,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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