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GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameGWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN
Plan identification number 003

GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:GWINNETT HEALTH SYSTEM, INC.
Employer identification number (EIN):582135755
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01STEVE NADEAU
0032016-01-01STEVE NADEAU
0032015-01-01STEVE NADEAU
0032014-01-01STEVE NADEAU
0032013-01-01STEVE NADEAU
0032012-01-01STEVE NADEAU
0032011-01-01STEVE NADEAU
0032010-01-01STEVE NADEAU
0032009-01-01STEPHEN A NADEAU

Plan Statistics for GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,846
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,494
Total number of active participants reported on line 7a of the Form 55002018-01-015,473
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-014,258
Total of all active and inactive participants2018-01-019,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-019,846
Number of participants with account balances2018-01-019,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01107
2017: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,965
Total number of active participants reported on line 7a of the Form 55002017-01-015,371
Number of retired or separated participants receiving benefits2017-01-0155
Number of other retired or separated participants entitled to future benefits2017-01-014,021
Total of all active and inactive participants2017-01-019,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0147
Total participants2017-01-019,494
Number of participants with account balances2017-01-019,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01147
2016: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,363
Total number of active participants reported on line 7a of the Form 55002016-01-015,343
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-013,538
Total of all active and inactive participants2016-01-018,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0140
Total participants2016-01-018,965
Number of participants with account balances2016-01-018,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01112
2015: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,805
Total number of active participants reported on line 7a of the Form 55002015-01-015,162
Number of retired or separated participants receiving benefits2015-01-0134
Number of other retired or separated participants entitled to future benefits2015-01-013,133
Total of all active and inactive participants2015-01-018,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-018,363
Number of participants with account balances2015-01-018,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01100
2014: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,471
Total number of active participants reported on line 7a of the Form 55002014-01-014,921
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-012,827
Total of all active and inactive participants2014-01-017,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-017,805
Number of participants with account balances2014-01-017,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0187
2013: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,865
Total number of active participants reported on line 7a of the Form 55002013-01-014,803
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-012,620
Total of all active and inactive participants2013-01-017,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0124
Total participants2013-01-017,471
Number of participants with account balances2013-01-017,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0151
2012: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,483
Total number of active participants reported on line 7a of the Form 55002012-01-014,534
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-012,302
Total of all active and inactive participants2012-01-016,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-016,865
Number of participants with account balances2012-01-016,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0150
2011: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,126
Total number of active participants reported on line 7a of the Form 55002011-01-014,305
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-012,149
Total of all active and inactive participants2011-01-016,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-016,481
Number of participants with account balances2011-01-016,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168
2010: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,094
Total number of active participants reported on line 7a of the Form 55002010-01-014,153
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011,957
Total of all active and inactive participants2010-01-016,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-016,126
Number of participants with account balances2010-01-016,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01108
2009: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,771
Total number of active participants reported on line 7a of the Form 55002009-01-014,381
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01713
Total of all active and inactive participants2009-01-015,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015,094
Number of participants with account balances2009-01-013,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$428,473,478
Total transfer of assets from this plan2019-12-31$428,473,478
Total income from all sources (including contributions)2019-12-31$96,166,339
Total income from all sources (including contributions)2019-12-31$96,166,339
Total of all expenses incurred2019-12-31$58,522,471
Total of all expenses incurred2019-12-31$58,522,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$57,136,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$57,136,161
Expenses. Certain deemed distributions of participant loans2019-12-31$857,167
Expenses. Certain deemed distributions of participant loans2019-12-31$857,167
Value of total corrective distributions2019-12-31$286
Value of total corrective distributions2019-12-31$286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,686,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,686,413
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$390,829,610
Value of total assets at beginning of year2019-12-31$390,829,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$528,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$528,857
Total interest from all sources2019-12-31$427,376
Total interest from all sources2019-12-31$427,376
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,962,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,962,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,962,585
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,962,585
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,111,229
Contributions received from participants2019-12-31$15,111,229
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,807,346
Participant contributions at beginning of year2019-12-31$5,807,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,534,968
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,534,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,374
Other income not declared elsewhere2019-12-31$6,567
Other income not declared elsewhere2019-12-31$6,567
Administrative expenses (other) incurred2019-12-31$528,857
Administrative expenses (other) incurred2019-12-31$528,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$37,643,868
Value of net income/loss2019-12-31$37,643,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$390,829,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$390,829,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$285,322,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$285,322,771
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1
Value of interest in pooled separate accounts at beginning of year2019-12-31$1
Interest on participant loans2019-12-31$291,160
Interest on participant loans2019-12-31$291,160
Interest earned on other investments2019-12-31$136,216
Interest earned on other investments2019-12-31$136,216
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$94,848,309
Value of interest in common/collective trusts at beginning of year2019-12-31$94,848,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,793,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,793,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$66,083,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$66,083,395
Net investment gain/loss from pooled separate accounts2019-12-31$3
Net investment gain/loss from pooled separate accounts2019-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,040,216
Contributions received in cash from employer2019-12-31$11,040,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$57,136,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$57,136,161
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
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 investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2019-12-31581763439
Accountancy firm EIN2019-12-31581763439
2018 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$19,301,866
Total of all expenses incurred2018-12-31$29,905,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,577,438
Expenses. Certain deemed distributions of participant loans2018-12-31$778,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,904,029
Value of total assets at end of year2018-12-31$390,829,610
Value of total assets at beginning of year2018-12-31$401,433,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$549,786
Total interest from all sources2018-12-31$436,558
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,471,285
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$5,471,285
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$19,974,425
Participant contributions at end of year2018-12-31$5,807,346
Participant contributions at beginning of year2018-12-31$5,925,391
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,252,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$57,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$54,821
Administrative expenses (other) incurred2018-12-31$549,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,603,804
Value of net assets at end of year (total assets less liabilities)2018-12-31$390,829,610
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$401,433,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$285,322,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$295,896,265
Value of interest in pooled separate accounts at end of year2018-12-31$1
Value of interest in pooled separate accounts at beginning of year2018-12-31$94,762,721
Interest on participant loans2018-12-31$285,343
Interest earned on other investments2018-12-31$151,215
Value of interest in common/collective trusts at end of year2018-12-31$94,848,309
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,793,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,794,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,814,322
Net investment gain/loss from pooled separate accounts2018-12-31$1,103,214
Net investment gain or loss from common/collective trusts2018-12-31$201,102
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$14,677,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,577,438
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 name2018-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2018-12-31581763439
2017 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$86,739,821
Total of all expenses incurred2017-12-31$24,777,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,806,264
Expenses. Certain deemed distributions of participant loans2017-12-31$537,738
Value of total corrective distributions2017-12-31$143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,937,059
Value of total assets at end of year2017-12-31$401,433,414
Value of total assets at beginning of year2017-12-31$339,471,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$433,769
Total interest from all sources2017-12-31$264,207
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,501,371
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$4,501,371
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$19,805,489
Participant contributions at end of year2017-12-31$5,925,391
Participant contributions at beginning of year2017-12-31$5,729,934
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,684,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$54,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,705
Administrative expenses (other) incurred2017-12-31$433,769
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$61,961,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$401,433,414
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$339,471,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$295,896,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$232,939,017
Value of interest in pooled separate accounts at end of year2017-12-31$94,762,721
Value of interest in pooled separate accounts at beginning of year2017-12-31$94,645,294
Interest on participant loans2017-12-31$258,286
Interest earned on other investments2017-12-31$5,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,794,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,105,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,024,104
Net investment gain/loss from pooled separate accounts2017-12-31$1,013,080
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,446,694
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,806,264
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 name2017-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2017-12-31581763439
2016 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$55,190,165
Total of all expenses incurred2016-12-31$24,961,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,283,678
Expenses. Certain deemed distributions of participant loans2016-12-31$305,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$36,771,323
Value of total assets at end of year2016-12-31$339,471,507
Value of total assets at beginning of year2016-12-31$309,243,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$372,061
Total interest from all sources2016-12-31$415,230
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,520,256
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$3,520,256
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$19,954,782
Participant contributions at end of year2016-12-31$5,729,934
Participant contributions at beginning of year2016-12-31$5,109,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,453,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$33,325
Administrative expenses (other) incurred2016-12-31$372,061
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$30,228,507
Value of net assets at end of year (total assets less liabilities)2016-12-31$339,471,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$309,243,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$232,939,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$209,759,340
Value of interest in pooled separate accounts at end of year2016-12-31$94,645,294
Value of interest in pooled separate accounts at beginning of year2016-12-31$88,957,297
Interest on participant loans2016-12-31$231,713
Interest earned on other investments2016-12-31$183,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,105,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,286,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,460,121
Net investment gain/loss from pooled separate accounts2016-12-31$1,023,235
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$15,362,694
Employer contributions (assets) at end of year2016-12-31$5,109
Employer contributions (assets) at beginning of year2016-12-31$96,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,283,678
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 name2016-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2016-12-31581763439
2015 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$33,232,620
Total of all expenses incurred2015-12-31$18,194,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,163,115
Expenses. Certain deemed distributions of participant loans2015-12-31$639,153
Value of total corrective distributions2015-12-31$3,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,020,752
Value of total assets at end of year2015-12-31$309,243,000
Value of total assets at beginning of year2015-12-31$294,204,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$388,643
Total interest from all sources2015-12-31$394,007
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,072,213
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$3,072,213
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$17,814,240
Participant contributions at end of year2015-12-31$5,109,765
Participant contributions at beginning of year2015-12-31$5,102,075
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,607,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$33,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$37,996
Other income not declared elsewhere2015-12-31$1,188
Administrative expenses (other) incurred2015-12-31$388,643
Total non interest bearing cash at beginning of year2015-12-31$108,221
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$15,038,477
Value of net assets at end of year (total assets less liabilities)2015-12-31$309,243,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$294,204,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$209,759,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$195,195,750
Value of interest in pooled separate accounts at end of year2015-12-31$88,957,297
Value of interest in pooled separate accounts at beginning of year2015-12-31$87,928,914
Interest on participant loans2015-12-31$210,422
Interest earned on other investments2015-12-31$183,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,286,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,773,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,415,317
Net investment gain/loss from pooled separate accounts2015-12-31$-840,223
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$13,599,178
Employer contributions (assets) at end of year2015-12-31$96,493
Employer contributions (assets) at beginning of year2015-12-31$58,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,163,115
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 name2015-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2015-12-31581763439
2014 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$49,239,075
Total of all expenses incurred2014-12-31$22,256,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,465,219
Expenses. Certain deemed distributions of participant loans2014-12-31$486,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$33,256,003
Value of total assets at end of year2014-12-31$294,204,523
Value of total assets at beginning of year2014-12-31$267,222,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$305,201
Total interest from all sources2014-12-31$414,490
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,325,967
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$3,325,967
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$16,263,304
Participant contributions at end of year2014-12-31$5,102,075
Participant contributions at beginning of year2014-12-31$4,859,517
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,444,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$37,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$33,161
Administrative expenses (other) incurred2014-12-31$305,201
Total non interest bearing cash at end of year2014-12-31$108,221
Total non interest bearing cash at beginning of year2014-12-31$154,837
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$26,982,470
Value of net assets at end of year (total assets less liabilities)2014-12-31$294,204,523
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$267,222,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$195,195,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$172,300,010
Value of interest in pooled separate accounts at end of year2014-12-31$87,928,914
Value of interest in pooled separate accounts at beginning of year2014-12-31$84,517,279
Interest on participant loans2014-12-31$226,757
Interest earned on other investments2014-12-31$187,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,773,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,305,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,043,902
Net investment gain/loss from pooled separate accounts2014-12-31$198,713
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$13,547,993
Employer contributions (assets) at end of year2014-12-31$58,125
Employer contributions (assets) at beginning of year2014-12-31$52,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,465,219
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 name2014-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2014-12-31581763439
2013 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$62,484,708
Total of all expenses incurred2013-12-31$16,537,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,682,552
Expenses. Certain deemed distributions of participant loans2013-12-31$717,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$30,002,609
Value of total assets at end of year2013-12-31$267,222,053
Value of total assets at beginning of year2013-12-31$221,274,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$136,890
Total interest from all sources2013-12-31$430,830
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,198,830
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$2,198,830
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$15,301,355
Participant contributions at end of year2013-12-31$4,859,517
Participant contributions at beginning of year2013-12-31$4,462,310
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,747,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$33,161
Administrative expenses (other) incurred2013-12-31$136,890
Total non interest bearing cash at end of year2013-12-31$154,837
Total non interest bearing cash at beginning of year2013-12-31$115,362
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$45,947,377
Value of net assets at end of year (total assets less liabilities)2013-12-31$267,222,053
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$221,274,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$172,300,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$126,691,734
Value of interest in pooled separate accounts at end of year2013-12-31$84,517,279
Value of interest in pooled separate accounts at beginning of year2013-12-31$83,838,345
Interest on participant loans2013-12-31$239,478
Interest earned on other investments2013-12-31$191,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,305,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,115,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,747,968
Net investment gain/loss from pooled separate accounts2013-12-31$-1,895,529
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$12,953,356
Employer contributions (assets) at end of year2013-12-31$52,235
Employer contributions (assets) at beginning of year2013-12-31$51,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,682,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2013-12-31581763439
2012 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$45,463,239
Total of all expenses incurred2012-12-31$11,213,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,361,834
Expenses. Certain deemed distributions of participant loans2012-12-31$791,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,783,055
Value of total assets at end of year2012-12-31$221,274,676
Value of total assets at beginning of year2012-12-31$187,025,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,382
Total interest from all sources2012-12-31$399,757
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,363,130
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$2,363,130
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,665,419
Participant contributions at end of year2012-12-31$4,462,310
Participant contributions at beginning of year2012-12-31$4,566,970
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,040,805
Administrative expenses (other) incurred2012-12-31$60,382
Total non interest bearing cash at end of year2012-12-31$115,362
Total non interest bearing cash at beginning of year2012-12-31$37,434
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$34,249,417
Value of net assets at end of year (total assets less liabilities)2012-12-31$221,274,676
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$187,025,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$126,691,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$101,687,590
Value of interest in pooled separate accounts at end of year2012-12-31$83,838,345
Value of interest in pooled separate accounts at beginning of year2012-12-31$74,006,480
Interest on participant loans2012-12-31$195,116
Interest earned on other investments2012-12-31$204,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,115,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,670,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,700,782
Net investment gain/loss from pooled separate accounts2012-12-31$3,216,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,076,831
Employer contributions (assets) at end of year2012-12-31$51,008
Employer contributions (assets) at beginning of year2012-12-31$55,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,361,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2012-12-31581763439
2011 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$26,476,464
Total of all expenses incurred2011-12-31$12,332,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,229,319
Expenses. Certain deemed distributions of participant loans2011-12-31$1,068,792
Value of total corrective distributions2011-12-31$86
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,645,083
Value of total assets at end of year2011-12-31$187,025,259
Value of total assets at beginning of year2011-12-31$172,881,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,191
Total interest from all sources2011-12-31$801,739
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,681,293
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$1,681,293
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,636,676
Participant contributions at end of year2011-12-31$4,566,970
Participant contributions at beginning of year2011-12-31$4,491,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$390,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$40,448
Other income not declared elsewhere2011-12-31$1,589
Administrative expenses (other) incurred2011-12-31$34,191
Total non interest bearing cash at end of year2011-12-31$37,434
Total non interest bearing cash at beginning of year2011-12-31$13,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$14,144,076
Value of net assets at end of year (total assets less liabilities)2011-12-31$187,025,259
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$172,881,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$101,687,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$96,413,901
Value of interest in pooled separate accounts at end of year2011-12-31$74,006,480
Value of interest in pooled separate accounts at beginning of year2011-12-31$66,041,329
Interest on participant loans2011-12-31$152,809
Interest earned on other investments2011-12-31$648,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,670,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,836,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,802,401
Net investment gain/loss from pooled separate accounts2011-12-31$2,149,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,618,038
Employer contributions (assets) at end of year2011-12-31$55,977
Employer contributions (assets) at beginning of year2011-12-31$43,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,229,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2011-12-31581763439
2010 : GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$8,090,145
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$540,561
Total income from all sources (including contributions)2010-12-31$41,477,269
Total of all expenses incurred2010-12-31$9,365,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,431,941
Expenses. Certain deemed distributions of participant loans2010-12-31$861,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,149,504
Value of total assets at end of year2010-12-31$172,881,183
Value of total assets at beginning of year2010-12-31$133,219,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,970
Total interest from all sources2010-12-31$544,695
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,600,154
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$1,600,154
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 period2010-12-31Yes
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$12,957,789
Participant contributions at end of year2010-12-31$4,491,573
Participant contributions at beginning of year2010-12-31$1,032,858
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$608,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$40,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$127,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$540,561
Administrative expenses (other) incurred2010-12-31$71,970
Total non interest bearing cash at end of year2010-12-31$13,916
Total non interest bearing cash at beginning of year2010-12-31$2,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,111,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$172,881,183
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$132,679,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$96,413,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$75,499,618
Value of interest in pooled separate accounts at end of year2010-12-31$66,041,329
Interest on participant loans2010-12-31$192,119
Interest earned on other investments2010-12-31$352,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$530,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$530,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,836,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$56,026,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,728,447
Net investment gain/loss from pooled separate accounts2010-12-31$2,454,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,583,239
Employer contributions (assets) at end of year2010-12-31$43,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,431,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDHAM BRANNON, PC
Accountancy firm EIN2010-12-31581763439

Form 5500 Responses for GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN

2019: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX 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: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GWINNETT HOSPITAL SYSTEM TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,105
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 $12,105
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $462
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 $462
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $842
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,330
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 $14,330
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $501
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 $501
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered290
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,240
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $469
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered9715
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered119
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,548
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 $14,548
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $488
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 $488
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,186
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $426
Insurance broker organization code?3
Insurance broker nameHARLEY N STURGILL
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered9315
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 numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered8196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered337
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $926
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81
Insurance broker organization code?3
Insurance broker nameDIANA L. AVERY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $487
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 $487
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered141
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,687
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 $15,687
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered7595
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered355
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,851
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78
Insurance broker organization code?3
Insurance broker nameJOYCE KRINSKY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,091
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 $16,091
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered48
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $508
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 $508
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,340
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 $16,340
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered51
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $518
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 $518
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,895
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $874
Insurance broker organization code?3
Insurance broker nameKRISTEN N. ROSE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered7267
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered388
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,872
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 $774
Insurance broker organization code?3
Insurance broker nameNEIL M FISCH
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $683
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 $683
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered6693
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,420
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 $16,420
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 3
Insurance contract or identification numberCR29600
Number of Individuals Covered59
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $800
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 4
Insurance contract or identification numberGP25208
Number of Individuals Covered183
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,337
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered417
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,153
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered6287
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 numberTT069351
Policy instance 1
Insurance contract or identification numberTT069351
Number of Individuals Covered6057
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 2
Insurance contract or identification number67164
Number of Individuals Covered443
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $415
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67164
Policy instance 3
Insurance contract or identification number67164
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-01-12
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 5
Insurance contract or identification numberCR29600
Number of Individuals Covered63
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,834
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25208
Policy instance 6
Insurance contract or identification numberGP25208
Number of Individuals Covered195
Total amount of commissions paid to insurance brokerUSD $17,708
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR29600
Policy instance 4
Insurance contract or identification numberCR29600
Insurance policy start date2010-01-01
Insurance policy end date2010-01-13
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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