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TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN
Plan identification number 002

TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TALLAHASSEE MEMORIAL HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:TALLAHASSEE MEMORIAL HEALTHCARE, INC.
Employer identification number (EIN):591917016
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-06-27
Company Identification Number: 747823
Legal Registered Office Address: RISK MANAGER/TMRMC

TALLAHASSEE

32308

More information about TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PHILIP BONDI
0022017-01-01
0022016-01-01PHILIP BONDI
0022015-01-01PHILIP BONDI
0022014-01-01PHILIP BONDI
0022013-01-01PHILIP BONDI
0022012-01-01PHILIP BONDI
0022011-01-01PHILIP BONDI
0022010-01-01PHILIP BONDI STEVE ADRIAANSE2011-10-11
0022009-01-01PHIL BONDI

Plan Statistics for TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,404
Total number of active participants reported on line 7a of the Form 55002022-01-013,066
Number of retired or separated participants receiving benefits2022-01-0172
Number of other retired or separated participants entitled to future benefits2022-01-012,478
Total of all active and inactive participants2022-01-015,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-015,635
Number of participants with account balances2022-01-015,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,035
Total number of active participants reported on line 7a of the Form 55002021-01-012,969
Number of retired or separated participants receiving benefits2021-01-0171
Number of other retired or separated participants entitled to future benefits2021-01-012,188
Total of all active and inactive participants2021-01-015,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-015,250
Number of participants with account balances2021-01-015,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,736
Total number of active participants reported on line 7a of the Form 55002020-01-013,221
Number of retired or separated participants receiving benefits2020-01-0143
Number of other retired or separated participants entitled to future benefits2020-01-011,604
Total of all active and inactive participants2020-01-014,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-014,877
Number of participants with account balances2020-01-014,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01174
2019: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,338
Total number of active participants reported on line 7a of the Form 55002019-01-014,791
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-01823
Total of all active and inactive participants2019-01-015,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-015,680
Number of participants with account balances2019-01-014,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01185
2018: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,501
Total number of active participants reported on line 7a of the Form 55002018-01-013,236
Number of retired or separated participants receiving benefits2018-01-0145
Number of other retired or separated participants entitled to future benefits2018-01-011,052
Total of all active and inactive participants2018-01-014,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-014,338
Number of participants with account balances2018-01-014,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01185
2017: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,464
Total number of active participants reported on line 7a of the Form 55002017-01-014,532
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-01985
Total of all active and inactive participants2017-01-015,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-015,557
Number of participants with account balances2017-01-014,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01175
2016: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,983
Total number of active participants reported on line 7a of the Form 55002016-01-014,505
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-01922
Total of all active and inactive participants2016-01-015,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-015,464
Number of participants with account balances2016-01-014,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01150
2015: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,868
Total number of active participants reported on line 7a of the Form 55002015-01-014,329
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01623
Total of all active and inactive participants2015-01-014,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-014,981
Number of participants with account balances2015-01-013,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01191
2014: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,902
Total number of active participants reported on line 7a of the Form 55002014-01-014,242
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01606
Total of all active and inactive participants2014-01-014,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-014,868
Number of participants with account balances2014-01-013,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01113
2013: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,515
Total number of active participants reported on line 7a of the Form 55002013-01-014,126
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01759
Total of all active and inactive participants2013-01-014,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-014,899
Number of participants with account balances2013-01-013,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01115
2012: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,277
Total number of active participants reported on line 7a of the Form 55002012-01-013,963
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01540
Total of all active and inactive participants2012-01-014,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-014,515
Number of participants with account balances2012-01-013,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01116
2011: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,417
Total number of active participants reported on line 7a of the Form 55002011-01-013,862
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01405
Total of all active and inactive participants2011-01-014,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-014,276
Number of participants with account balances2011-01-013,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01101
2010: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,617
Total number of active participants reported on line 7a of the Form 55002010-01-012,968
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01445
Total of all active and inactive participants2010-01-013,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-013,417
Number of participants with account balances2010-01-013,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01110
2009: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,095
Total number of active participants reported on line 7a of the Form 55002009-01-012,639
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01971
Total of all active and inactive participants2009-01-013,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-013,617
Number of participants with account balances2009-01-013,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-13,157,218
Total of all expenses incurred2022-12-31$11,410,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,098,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,150,799
Value of total assets at end of year2022-12-31$154,558,618
Value of total assets at beginning of year2022-12-31$179,126,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$311,911
Total interest from all sources2022-12-31$263,241
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,592,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,592,606
Administrative expenses professional fees incurred2022-12-31$12,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$243,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,567,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,558,618
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$179,126,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$56,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$142,019,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$167,240,270
Interest earned on other investments2022-12-31$263,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,538,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,885,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,163,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,150,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,098,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSL, P.A.
Accountancy firm EIN2022-12-31593070669
2021 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$35,762,874
Total of all expenses incurred2021-12-31$9,828,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,431,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,700,715
Value of total assets at end of year2021-12-31$179,126,099
Value of total assets at beginning of year2021-12-31$153,191,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$396,862
Total interest from all sources2021-12-31$245,679
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,464,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,464,333
Administrative expenses professional fees incurred2021-12-31$11,825
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$320,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,934,821
Value of net assets at end of year (total assets less liabilities)2021-12-31$179,126,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$153,191,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$64,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$167,240,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$141,558,816
Interest earned on other investments2021-12-31$245,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,885,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,632,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,352,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,700,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,431,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSL, P.A.
Accountancy firm EIN2021-12-31593070669
2020 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$28,340,264
Total of all expenses incurred2020-12-31$8,612,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,258,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,039,013
Value of total assets at end of year2020-12-31$153,191,278
Value of total assets at beginning of year2020-12-31$133,463,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$353,562
Total interest from all sources2020-12-31$243,153
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,880,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,880,229
Administrative expenses professional fees incurred2020-12-31$13,581
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$260,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,727,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$153,191,278
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,463,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$79,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$141,558,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$123,758,554
Interest earned on other investments2020-12-31$243,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,632,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,704,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,177,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,039,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,258,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2019 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$33,739,579
Total income from all sources (including contributions)2019-12-31$33,739,579
Total of all expenses incurred2019-12-31$8,693,754
Total of all expenses incurred2019-12-31$8,693,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,404,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,404,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,032,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,032,084
Value of total assets at end of year2019-12-31$133,463,316
Value of total assets at end of year2019-12-31$133,463,316
Value of total assets at beginning of year2019-12-31$108,417,491
Value of total assets at beginning of year2019-12-31$108,417,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,583
Total interest from all sources2019-12-31$244,323
Total interest from all sources2019-12-31$244,323
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,784,343
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,784,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,784,343
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,784,343
Administrative expenses professional fees incurred2019-12-31$10,400
Administrative expenses professional fees incurred2019-12-31$10,400
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Administrative expenses (other) incurred2019-12-31$220,198
Administrative expenses (other) incurred2019-12-31$220,198
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$25,045,825
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,463,316
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,463,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,417,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,417,491
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
Investment advisory and management fees2019-12-31$58,985
Investment advisory and management fees2019-12-31$58,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,758,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,758,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,644,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,644,894
Interest earned on other investments2019-12-31$244,323
Interest earned on other investments2019-12-31$244,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,704,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,704,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,772,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,772,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,678,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,678,829
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
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$11,032,084
Contributions received in cash from employer2019-12-31$11,032,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,404,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,404,171
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 investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MSL, P.A.
Accountancy firm EIN2019-12-31593070669
2018 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,821,506
Total of all expenses incurred2018-12-31$6,152,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,847,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,467,561
Value of total assets at end of year2018-12-31$108,417,491
Value of total assets at beginning of year2018-12-31$111,748,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$305,232
Total interest from all sources2018-12-31$191,489
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,769,694
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$1,769,694
Administrative expenses professional fees incurred2018-12-31$13,230
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,055
Administrative expenses (other) incurred2018-12-31$212,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,331,053
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,417,491
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$111,748,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$79,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$99,644,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$104,782,327
Interest earned on other investments2018-12-31$191,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,772,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,966,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,607,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,415,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,847,327
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 name2018-12-31MOORE STEPHENS LOVELACE, PA
Accountancy firm EIN2018-12-31593070669
2017 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$24,230,897
Total of all expenses incurred2017-12-31$5,170,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,106,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,770,457
Value of total assets at end of year2017-12-31$111,748,544
Value of total assets at beginning of year2017-12-31$92,688,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,214
Total interest from all sources2017-12-31$1,897
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,515,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Administrative expenses (other) incurred2017-12-31$7,690
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$19,060,184
Value of net assets at end of year (total assets less liabilities)2017-12-31$111,748,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$92,688,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$44,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$104,782,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$85,385,036
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,261,945
Interest earned on other investments2017-12-31$1,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,966,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$41,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,874,056
Net investment gain/loss from pooled separate accounts2017-12-31$69,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,770,457
Income. Dividends from preferred stock2017-12-31$1,515,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,106,499
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 name2017-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2017-12-31593070669
2016 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$17,273,689
Total of all expenses incurred2016-12-31$4,848,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,780,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,337,804
Value of total assets at end of year2016-12-31$92,688,360
Value of total assets at beginning of year2016-12-31$80,262,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,218
Total interest from all sources2016-12-31$877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,365,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,365,404
Administrative expenses professional fees incurred2016-12-31$12,341
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$6,391
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$12,425,383
Value of net assets at end of year (total assets less liabilities)2016-12-31$92,688,360
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,262,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$49,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$85,385,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,363,605
Value of interest in pooled separate accounts at end of year2016-12-31$7,261,945
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,588,942
Interest earned on other investments2016-12-31$877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$41,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$310,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,509,334
Net investment gain/loss from pooled separate accounts2016-12-31$60,270
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$9,337,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,780,088
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 name2016-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,463,543
Total of all expenses incurred2015-12-31$3,936,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,897,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,302,005
Value of total assets at end of year2015-12-31$80,262,977
Value of total assets at beginning of year2015-12-31$76,736,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,187
Total interest from all sources2015-12-31$1,316
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$963,533
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$963,533
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
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
Administrative expenses (other) incurred2015-12-31$7,845
Total non interest bearing cash at beginning of year2015-12-31$103,081
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$3,526,917
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,262,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,736,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,363,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,603,836
Value of interest in pooled separate accounts at end of year2015-12-31$5,588,942
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,911,073
Interest earned on other investments2015-12-31$1,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$310,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$118,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,855,022
Net investment gain/loss from pooled separate accounts2015-12-31$51,711
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$9,302,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,897,439
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 name2015-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669
2014 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,388
Total income from all sources (including contributions)2014-12-31$13,012,216
Total of all expenses incurred2014-12-31$4,389,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,337,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,322,184
Value of total assets at end of year2014-12-31$76,736,060
Value of total assets at beginning of year2014-12-31$68,114,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,259
Total interest from all sources2014-12-31$926
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$924,353
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$924,353
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,388
Administrative expenses (other) incurred2014-12-31$5,434
Total non interest bearing cash at end of year2014-12-31$103,081
Total non interest bearing cash at beginning of year2014-12-31$88,473
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$8,623,166
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,736,060
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,112,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$45,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,603,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,442,071
Value of interest in pooled separate accounts at end of year2014-12-31$4,911,073
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,537,240
Interest earned on other investments2014-12-31$926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$118,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,717,825
Net investment gain/loss from pooled separate accounts2014-12-31$46,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,322,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,337,791
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 name2014-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2014-12-31593070669
2013 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,388
Total income from all sources (including contributions)2013-12-31$19,719,124
Total of all expenses incurred2013-12-31$2,776,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,724,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,985,333
Value of total assets at end of year2013-12-31$68,114,282
Value of total assets at beginning of year2013-12-31$51,169,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,562
Total interest from all sources2013-12-31$519
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$605,516
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$605,516
Administrative expenses professional fees incurred2013-12-31$970
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,388
Administrative expenses (other) incurred2013-12-31$2,243
Total non interest bearing cash at end of year2013-12-31$88,473
Total non interest bearing cash at beginning of year2013-12-31$67,610
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$16,942,983
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,112,894
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,169,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,442,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,535,748
Value of interest in pooled separate accounts at end of year2013-12-31$4,537,240
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,508,308
Interest earned on other investments2013-12-31$519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$58,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,076,714
Net investment gain/loss from pooled separate accounts2013-12-31$51,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,985,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,724,579
Contract administrator fees2013-12-31$4,306
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 name2013-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$11,801,910
Total of all expenses incurred2012-12-31$2,218,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,178,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,421,367
Value of total assets at end of year2012-12-31$51,169,911
Value of total assets at beginning of year2012-12-31$41,586,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,349
Total interest from all sources2012-12-31$954
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$587,293
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$587,293
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,500,000
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
Administrative expenses (other) incurred2012-12-31$3,523
Total non interest bearing cash at end of year2012-12-31$67,610
Total non interest bearing cash at beginning of year2012-12-31$49,799
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$9,583,246
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,169,911
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,586,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$36,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,535,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,210,068
Value of interest in pooled separate accounts at end of year2012-12-31$4,508,308
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,200,637
Interest earned on other investments2012-12-31$954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$58,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$126,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,736,933
Net investment gain/loss from pooled separate accounts2012-12-31$55,363
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$7,421,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,178,315
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 name2012-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,120,975
Total of all expenses incurred2011-12-31$1,999,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,969,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,224,325
Value of total assets at end of year2011-12-31$41,586,665
Value of total assets at beginning of year2011-12-31$36,465,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,301
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$549,523
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$549,523
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,500,000
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
Administrative expenses (other) incurred2011-12-31$3,588
Total non interest bearing cash at end of year2011-12-31$49,799
Total non interest bearing cash at beginning of year2011-12-31$25,113
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$5,121,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,586,665
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,465,659
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
Investment advisory and management fees2011-12-31$26,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,210,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,882,460
Value of interest in pooled separate accounts at end of year2011-12-31$4,200,637
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,504,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$126,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$53,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-763,731
Net investment gain/loss from pooled separate accounts2011-12-31$110,858
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$7,224,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,969,669
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 name2011-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2011-12-31593070669
2010 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$10,418,577
Total of all expenses incurred2010-12-31$1,729,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,704,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,004,764
Value of total assets at end of year2010-12-31$36,465,659
Value of total assets at beginning of year2010-12-31$27,776,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,810
Total interest from all sources2010-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$334,329
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$334,329
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$10
Total non interest bearing cash at end of year2010-12-31$25,113
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$8,689,527
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,465,659
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,776,132
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
Investment advisory and management fees2010-12-31$24,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,882,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,021,595
Value of interest in pooled separate accounts at end of year2010-12-31$3,504,130
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,734,598
Interest earned on other investments2010-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$53,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,970,482
Net investment gain/loss from pooled separate accounts2010-12-31$108,988
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$7,004,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,704,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2010-12-31593070669
2009 : TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN

2022: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT 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: TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered5635
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered5635
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered5250
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered5250
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered4877
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered4877
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered4385
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered4385
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered4338
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered4338
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080361
Policy instance 2
Insurance contract or identification numberTT080361
Number of Individuals Covered4501
Insurance policy start date2017-01-26
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 numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered4501
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 numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3942
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3910
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3989
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3616
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3388
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 numberTT080361
Policy instance 1
Insurance contract or identification numberTT080361
Number of Individuals Covered3417
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

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