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SHANDS JACKSONVILLE RETIREMENT PLAN 401k Plan overview

Plan NameSHANDS JACKSONVILLE RETIREMENT PLAN
Plan identification number 001

SHANDS JACKSONVILLE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • 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.

401k Sponsoring company profile

SHANDS JACKSONVILLE MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHANDS JACKSONVILLE MEDICAL CENTER, INC.
Employer identification number (EIN):592142859
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SHANDS JACKSONVILLE MEDICAL CENTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-06-30
Company Identification Number: 759011
Legal Registered Office Address: 655 WEST 8TH STREET

JACKSONVILLE

32209

More information about SHANDS JACKSONVILLE MEDICAL CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHANDS JACKSONVILLE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE SMALL LESLI WARD2018-09-12
0012016-01-01CHRISTINE SMALL LESLI WARD2017-12-13
0012015-01-01CHRISTINE SMALL LESLI WARD2016-10-17
0012014-01-01CHRISTINE SMALL LESLI WARD2015-10-14
0012013-01-01CHRISTINE SMALL LESLI WARD2014-10-15
0012012-01-01LASHANDA NESMITH
0012011-01-01KANESHIA RICHARDSON
0012010-01-01KANESHIA RICHARDSON
0012009-01-01KANESHIA RICHARDSON

Plan Statistics for SHANDS JACKSONVILLE RETIREMENT PLAN

401k plan membership statisitcs for SHANDS JACKSONVILLE RETIREMENT PLAN

Measure Date Value
2023: SHANDS JACKSONVILLE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016,911
Total number of active participants reported on line 7a of the Form 55002023-01-015,319
Number of retired or separated participants receiving benefits2023-01-0186
Number of other retired or separated participants entitled to future benefits2023-01-011,871
Total of all active and inactive participants2023-01-017,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0126
Total participants2023-01-017,302
Number of participants with account balances2023-01-017,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SHANDS JACKSONVILLE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,499
Total number of active participants reported on line 7a of the Form 55002022-01-014,980
Number of retired or separated participants receiving benefits2022-01-0176
Number of other retired or separated participants entitled to future benefits2022-01-011,827
Total of all active and inactive participants2022-01-016,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-016,911
Number of participants with account balances2022-01-016,782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SHANDS JACKSONVILLE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,460
Total number of active participants reported on line 7a of the Form 55002021-01-014,724
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-011,697
Total of all active and inactive participants2021-01-016,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-016,499
Number of participants with account balances2021-01-016,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHANDS JACKSONVILLE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,118
Total number of active participants reported on line 7a of the Form 55002020-01-014,830
Number of retired or separated participants receiving benefits2020-01-0141
Number of other retired or separated participants entitled to future benefits2020-01-011,577
Total of all active and inactive participants2020-01-016,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-016,460
Number of participants with account balances2020-01-016,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHANDS JACKSONVILLE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,299
Total number of active participants reported on line 7a of the Form 55002019-01-014,740
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-011,325
Total of all active and inactive participants2019-01-016,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-016,118
Number of participants with account balances2019-01-016,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SHANDS JACKSONVILLE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,171
Total number of active participants reported on line 7a of the Form 55002018-01-015,198
Number of retired or separated participants receiving benefits2018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-011,053
Total of all active and inactive participants2018-01-016,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-016,299
Number of participants with account balances2018-01-016,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SHANDS JACKSONVILLE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,056
Total number of active participants reported on line 7a of the Form 55002017-01-015,040
Number of retired or separated participants receiving benefits2017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-011,093
Total of all active and inactive participants2017-01-016,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-016,171
Number of participants with account balances2017-01-015,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: SHANDS JACKSONVILLE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,561
Total number of active participants reported on line 7a of the Form 55002016-01-014,887
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-011,140
Total of all active and inactive participants2016-01-016,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-016,056
Number of participants with account balances2016-01-015,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: SHANDS JACKSONVILLE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,413
Total number of active participants reported on line 7a of the Form 55002015-01-014,618
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01924
Total of all active and inactive participants2015-01-015,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-015,561
Number of participants with account balances2015-01-015,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01231
2014: SHANDS JACKSONVILLE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,081
Total number of active participants reported on line 7a of the Form 55002014-01-014,479
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01915
Total of all active and inactive participants2014-01-015,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-015,413
Number of participants with account balances2014-01-014,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01191
2013: SHANDS JACKSONVILLE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,262
Total number of active participants reported on line 7a of the Form 55002013-01-014,205
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-01856
Total of all active and inactive participants2013-01-015,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-015,081
Number of participants with account balances2013-01-014,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01250
2012: SHANDS JACKSONVILLE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,159
Total number of active participants reported on line 7a of the Form 55002012-01-014,374
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01877
Total of all active and inactive participants2012-01-015,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-015,262
Number of participants with account balances2012-01-014,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01289
2011: SHANDS JACKSONVILLE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,027
Total number of active participants reported on line 7a of the Form 55002011-01-014,405
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01735
Total of all active and inactive participants2011-01-015,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-015,159
Number of participants with account balances2011-01-014,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01103
2010: SHANDS JACKSONVILLE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,146
Total number of active participants reported on line 7a of the Form 55002010-01-014,364
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01654
Total of all active and inactive participants2010-01-015,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-015,027
Number of participants with account balances2010-01-014,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01229
2009: SHANDS JACKSONVILLE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,187
Total number of active participants reported on line 7a of the Form 55002009-01-014,333
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011,805
Total of all active and inactive participants2009-01-016,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-016,146
Number of participants with account balances2009-01-015,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01223

Financial Data on SHANDS JACKSONVILLE RETIREMENT PLAN

Measure Date Value
2023 : SHANDS JACKSONVILLE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$82,419,635
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,524,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$28,736,190
Expenses. Certain deemed distributions of participant loans2023-12-31$253,368
Value of total corrective distributions2023-12-31$8,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$39,993,089
Value of total assets at end of year2023-12-31$396,147,444
Value of total assets at beginning of year2023-12-31$343,252,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$527,251
Total interest from all sources2023-12-31$2,162,812
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,539,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$10,539,487
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$23,160,079
Participant contributions at end of year2023-12-31$5,244,114
Participant contributions at beginning of year2023-12-31$4,775,250
Participant contributions at end of year2023-12-31$894,639
Participant contributions at beginning of year2023-12-31$498,247
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,372,115
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,038,460
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,542,291
Other income not declared elsewhere2023-12-31$206,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$52,894,820
Value of net assets at end of year (total assets less liabilities)2023-12-31$396,147,444
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$343,252,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$48,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$300,482,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$249,370,366
Interest on participant loans2023-12-31$286,294
Interest earned on other investments2023-12-31$1,876,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$87,615,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$86,763,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$29,518,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$13,290,719
Employer contributions (assets) at end of year2023-12-31$539,486
Employer contributions (assets) at beginning of year2023-12-31$806,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$28,736,190
Contract administrator fees2023-12-31$478,945
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2023-12-31593204548
2022 : SHANDS JACKSONVILLE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,630,680
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,910,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,160,799
Expenses. Certain deemed distributions of participant loans2022-12-31$260,881
Value of total corrective distributions2022-12-31$1,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$40,704,658
Value of total assets at end of year2022-12-31$343,252,624
Value of total assets at beginning of year2022-12-31$371,794,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$487,723
Total interest from all sources2022-12-31$2,197,773
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,398,495
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$11,398,495
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$22,981,638
Participant contributions at end of year2022-12-31$4,775,250
Participant contributions at beginning of year2022-12-31$4,978,534
Participant contributions at end of year2022-12-31$498,247
Participant contributions at beginning of year2022-12-31$488,623
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,038,460
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,237,414
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,870,899
Other income not declared elsewhere2022-12-31$-244,042
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$-28,541,506
Value of net assets at end of year (total assets less liabilities)2022-12-31$343,252,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$371,794,130
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$49,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$249,370,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$279,883,612
Interest on participant loans2022-12-31$500,900
Interest earned on other investments2022-12-31$1,696,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$86,763,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$84,415,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-58,687,564
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$13,852,121
Employer contributions (assets) at end of year2022-12-31$806,670
Employer contributions (assets) at beginning of year2022-12-31$790,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,160,799
Contract administrator fees2022-12-31$438,679
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 name2022-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2022-12-31593204548
2021 : SHANDS JACKSONVILLE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$69,126,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,283,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,581,342
Expenses. Certain deemed distributions of participant loans2021-12-31$226,514
Value of total corrective distributions2021-12-31$4,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,879,466
Value of total assets at end of year2021-12-31$371,794,130
Value of total assets at beginning of year2021-12-31$322,951,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$471,796
Total interest from all sources2021-12-31$2,107,001
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,947,070
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$15,947,070
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$21,358,442
Participant contributions at end of year2021-12-31$4,978,534
Participant contributions at beginning of year2021-12-31$5,892,247
Participant contributions at end of year2021-12-31$488,623
Participant contributions at beginning of year2021-12-31$438,367
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,237,414
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$743,906
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,369,778
Other income not declared elsewhere2021-12-31$936
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$48,842,538
Value of net assets at end of year (total assets less liabilities)2021-12-31$371,794,130
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$322,951,592
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$52,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$279,883,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$234,623,091
Interest on participant loans2021-12-31$434,961
Interest earned on other investments2021-12-31$1,672,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$84,415,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$80,577,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,191,842
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$13,151,246
Employer contributions (assets) at end of year2021-12-31$790,223
Employer contributions (assets) at beginning of year2021-12-31$676,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,581,342
Contract administrator fees2021-12-31$419,045
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 name2021-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2021-12-31593204548
2020 : SHANDS JACKSONVILLE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$65,301,041
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,542,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,690,384
Expenses. Certain deemed distributions of participant loans2020-12-31$382,949
Value of total corrective distributions2020-12-31$4,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,768,256
Value of total assets at end of year2020-12-31$322,951,592
Value of total assets at beginning of year2020-12-31$292,193,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$464,297
Total interest from all sources2020-12-31$2,116,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,263,403
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$7,263,403
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,003,949
Participant contributions at end of year2020-12-31$5,892,247
Participant contributions at beginning of year2020-12-31$5,680,350
Participant contributions at end of year2020-12-31$438,367
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$743,906
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$500,690
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,658,510
Other income not declared elsewhere2020-12-31$45,553
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$30,758,499
Value of net assets at end of year (total assets less liabilities)2020-12-31$322,951,592
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$292,193,093
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$66,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$234,623,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$207,683,246
Interest on participant loans2020-12-31$459,509
Interest earned on other investments2020-12-31$1,656,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$80,577,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,328,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,107,568
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$12,105,797
Employer contributions (assets) at end of year2020-12-31$676,487
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,690,384
Contract administrator fees2020-12-31$397,797
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2020-12-31593204548
2019 : SHANDS JACKSONVILLE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$66,861,907
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,665,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,723,092
Expenses. Certain deemed distributions of participant loans2019-12-31$590,847
Value of total corrective distributions2019-12-31$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,086,166
Value of total assets at end of year2019-12-31$292,193,093
Value of total assets at beginning of year2019-12-31$243,997,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$351,737
Total interest from all sources2019-12-31$1,149,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,665,611
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$6,665,611
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,186,302
Participant contributions at end of year2019-12-31$5,680,350
Participant contributions at beginning of year2019-12-31$5,452,999
Assets. Other investments not covered elsewhere at end of year2019-12-31$500,690
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$365,853
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,377,137
Other income not declared elsewhere2019-12-31$270,572
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$48,196,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$292,193,093
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$243,997,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$53,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$207,683,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$164,031,465
Interest on participant loans2019-12-31$440,935
Interest earned on other investments2019-12-31$708,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,328,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,146,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,690,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,522,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,723,092
Contract administrator fees2019-12-31$298,088
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2019-12-31593204548
2018 : SHANDS JACKSONVILLE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$16,599,159
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,427,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,764,712
Expenses. Certain deemed distributions of participant loans2018-12-31$573,150
Value of total corrective distributions2018-12-31$35,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,086,802
Value of total assets at end of year2018-12-31$243,997,035
Value of total assets at beginning of year2018-12-31$245,825,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,550
Total interest from all sources2018-12-31$1,797,663
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,267,330
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$9,267,330
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$14,469,364
Participant contributions at end of year2018-12-31$5,452,999
Participant contributions at beginning of year2018-12-31$4,342,872
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$521,962
Assets. Other investments not covered elsewhere at end of year2018-12-31$365,853
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$368,845
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,395,402
Other income not declared elsewhere2018-12-31$16,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,828,452
Value of net assets at end of year (total assets less liabilities)2018-12-31$243,997,035
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$245,825,487
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$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$164,031,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$168,387,059
Interest on participant loans2018-12-31$365,797
Interest earned on other investments2018-12-31$1,431,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$74,146,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$71,867,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,568,990
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$9,222,036
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$337,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,764,712
Contract administrator fees2018-12-31$26,550
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 name2018-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2018-12-31593204548
2017 : SHANDS JACKSONVILLE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$51,090,353
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,429,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,991,436
Expenses. Certain deemed distributions of participant loans2017-12-31$316,412
Value of total corrective distributions2017-12-31$96,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,294,702
Value of total assets at end of year2017-12-31$245,825,487
Value of total assets at beginning of year2017-12-31$210,164,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,425
Total interest from all sources2017-12-31$1,715,654
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,815,293
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$6,815,293
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$14,178,250
Participant contributions at end of year2017-12-31$4,342,872
Participant contributions at beginning of year2017-12-31$3,754,435
Participant contributions at end of year2017-12-31$521,962
Participant contributions at beginning of year2017-12-31$460,592
Assets. Other investments not covered elsewhere at end of year2017-12-31$368,845
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$426,795
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,920,085
Other income not declared elsewhere2017-12-31$92,927
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$35,660,900
Value of net assets at end of year (total assets less liabilities)2017-12-31$245,825,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$210,164,587
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$168,387,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$136,224,348
Interest on participant loans2017-12-31$312,083
Interest earned on other investments2017-12-31$1,403,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$71,867,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$68,985,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,171,777
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$9,196,367
Employer contributions (assets) at end of year2017-12-31$337,529
Employer contributions (assets) at beginning of year2017-12-31$312,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,991,436
Contract administrator fees2017-12-31$25,425
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 name2017-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2017-12-31593204548
2016 : SHANDS JACKSONVILLE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$38,139,546
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,196,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,835,888
Expenses. Certain deemed distributions of participant loans2016-12-31$304,387
Value of total corrective distributions2016-12-31$42,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,741,137
Value of total assets at end of year2016-12-31$210,164,587
Value of total assets at beginning of year2016-12-31$188,221,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,092
Total interest from all sources2016-12-31$1,613,503
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,806,048
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$5,806,048
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$12,080,682
Participant contributions at end of year2016-12-31$3,754,435
Participant contributions at beginning of year2016-12-31$3,100,930
Participant contributions at end of year2016-12-31$460,592
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$426,795
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$346,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,635,365
Other income not declared elsewhere2016-12-31$14,249
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$21,942,936
Value of net assets at end of year (total assets less liabilities)2016-12-31$210,164,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$188,221,651
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$1,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$136,224,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$119,367,673
Interest on participant loans2016-12-31$272,184
Interest earned on other investments2016-12-31$1,341,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$68,985,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$65,406,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,964,609
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$8,025,090
Employer contributions (assets) at end of year2016-12-31$312,676
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,835,888
Contract administrator fees2016-12-31$12,900
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 name2016-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2016-12-31593204548
2015 : SHANDS JACKSONVILLE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$20,528,082
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,647,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,470,150
Expenses. Certain deemed distributions of participant loans2015-12-31$144,014
Value of total corrective distributions2015-12-31$7,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,098,049
Value of total assets at end of year2015-12-31$188,221,651
Value of total assets at beginning of year2015-12-31$183,340,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,016
Total interest from all sources2015-12-31$1,523,384
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,528,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,528,542
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,949,880
Participant contributions at end of year2015-12-31$3,100,930
Participant contributions at beginning of year2015-12-31$2,675,328
Assets. Other investments not covered elsewhere at end of year2015-12-31$346,182
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$190,783
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,231,545
Other income not declared elsewhere2015-12-31$8,489
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$4,880,851
Value of net assets at end of year (total assets less liabilities)2015-12-31$188,221,651
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$183,340,800
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$119,367,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$117,346,203
Interest on participant loans2015-12-31$254,530
Interest earned on other investments2015-12-31$1,268,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$65,406,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$63,128,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,630,382
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$6,916,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,470,150
Contract administrator fees2015-12-31$26,016
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 name2015-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2015-12-31593204548
2014 : SHANDS JACKSONVILLE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$24,254,578
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,978,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,779,271
Expenses. Certain deemed distributions of participant loans2014-12-31$189,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,956,009
Value of total assets at end of year2014-12-31$183,340,800
Value of total assets at beginning of year2014-12-31$172,064,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,725
Total interest from all sources2014-12-31$1,490,368
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,490,935
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$6,490,935
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,463,655
Participant contributions at end of year2014-12-31$2,675,328
Participant contributions at beginning of year2014-12-31$2,677,485
Assets. Other investments not covered elsewhere at end of year2014-12-31$190,783
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,103,576
Other income not declared elsewhere2014-12-31$18,346
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$11,276,037
Value of net assets at end of year (total assets less liabilities)2014-12-31$183,340,800
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$172,064,763
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$117,346,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$108,845,784
Interest on participant loans2014-12-31$248,794
Interest earned on other investments2014-12-31$1,241,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$63,128,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$60,541,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-701,080
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,388,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,779,271
Contract administrator fees2014-12-31$9,725
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 name2014-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2014-12-31593204548
2013 : SHANDS JACKSONVILLE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$35,650,773
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,711,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,469,227
Expenses. Certain deemed distributions of participant loans2013-12-31$235,551
Value of total corrective distributions2013-12-31$2,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,146,124
Value of total assets at end of year2013-12-31$172,064,763
Value of total assets at beginning of year2013-12-31$153,125,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,894
Total interest from all sources2013-12-31$1,423,536
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,472,054
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$3,472,054
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,943,581
Participant contributions at end of year2013-12-31$2,677,485
Participant contributions at beginning of year2013-12-31$2,620,267
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,890,037
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$18,938,875
Value of net assets at end of year (total assets less liabilities)2013-12-31$172,064,763
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$153,125,888
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$108,845,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$91,601,824
Interest on participant loans2013-12-31$252,785
Interest earned on other investments2013-12-31$1,170,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$60,541,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$58,903,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,609,059
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$6,312,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,469,227
Contract administrator fees2013-12-31$4,894
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 name2013-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2013-12-31593204548
2012 : SHANDS JACKSONVILLE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$202,075
Total income from all sources (including contributions)2012-12-31$28,148,431
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,012,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,984,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,533,982
Value of total assets at end of year2012-12-31$153,125,888
Value of total assets at beginning of year2012-12-31$139,191,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,189
Total interest from all sources2012-12-31$1,914,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,529,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,529,994
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,817,764
Participant contributions at end of year2012-12-31$2,620,267
Participant contributions at beginning of year2012-12-31$2,551,036
Participant contributions at beginning of year2012-12-31$347,444
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$590,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$199,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$202,075
Other income not declared elsewhere2012-12-31$8,951
Total non interest bearing cash at beginning of year2012-12-31$1,817
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$14,136,311
Value of net assets at end of year (total assets less liabilities)2012-12-31$153,125,888
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$138,989,577
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$91,601,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$69,740,105
Interest on participant loans2012-12-31$244,968
Interest earned on other investments2012-12-31$1,669,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$204,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$204,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$58,903,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$65,885,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,160,915
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$6,125,549
Employer contributions (assets) at beginning of year2012-12-31$261,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,984,931
Contract administrator fees2012-12-31$27,189
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 name2012-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2012-12-31593204548
2011 : SHANDS JACKSONVILLE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$202,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$891,512
Total income from all sources (including contributions)2011-12-31$16,246,821
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,395,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,700,011
Expenses. Certain deemed distributions of participant loans2011-12-31$605,686
Value of total corrective distributions2011-12-31$62,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,215,883
Value of total assets at end of year2011-12-31$139,191,652
Value of total assets at beginning of year2011-12-31$135,029,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,688
Total interest from all sources2011-12-31$2,213,987
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,566,602
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$1,566,602
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$9,312,343
Participant contributions at end of year2011-12-31$2,551,036
Participant contributions at beginning of year2011-12-31$2,511,744
Participant contributions at end of year2011-12-31$347,444
Participant contributions at beginning of year2011-12-31$340,726
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$729,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$199,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$151,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$202,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$891,512
Other income not declared elsewhere2011-12-31$28,536
Total non interest bearing cash at end of year2011-12-31$1,817
Total non interest bearing cash at beginning of year2011-12-31$1,450
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$4,851,794
Value of net assets at end of year (total assets less liabilities)2011-12-31$138,989,577
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$134,137,783
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$69,740,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,637,303
Interest on participant loans2011-12-31$332,062
Interest earned on other investments2011-12-31$1,881,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$204,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$575,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$575,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$65,885,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$61,551,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,778,187
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$6,174,370
Employer contributions (assets) at end of year2011-12-31$261,859
Employer contributions (assets) at beginning of year2011-12-31$260,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,700,011
Contract administrator fees2011-12-31$26,688
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 name2011-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2011-12-31593204548
2010 : SHANDS JACKSONVILLE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$891,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$156,134
Total income from all sources (including contributions)2010-12-31$28,583,652
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,349,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,660,931
Expenses. Certain deemed distributions of participant loans2010-12-31$663,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,562,706
Value of total assets at end of year2010-12-31$135,029,295
Value of total assets at beginning of year2010-12-31$118,059,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,667
Total interest from all sources2010-12-31$2,974,917
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,415,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,455,069
Participant contributions at end of year2010-12-31$2,511,744
Participant contributions at beginning of year2010-12-31$2,199,740
Participant contributions at end of year2010-12-31$340,726
Participant contributions at beginning of year2010-12-31$336,144
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$449,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$151,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$187,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$891,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$156,134
Total non interest bearing cash at end of year2010-12-31$1,450
Total non interest bearing cash at beginning of year2010-12-31$1,450
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$16,234,615
Value of net assets at end of year (total assets less liabilities)2010-12-31$134,137,783
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$117,903,168
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$69,637,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,845,322
Interest on participant loans2010-12-31$102,890
Interest earned on other investments2010-12-31$2,872,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$575,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$61,551,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$57,226,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,630,854
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$6,658,334
Employer contributions (assets) at end of year2010-12-31$260,241
Employer contributions (assets) at beginning of year2010-12-31$251,624
Income. Dividends from preferred stock2010-12-31$1,415,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,660,931
Contract administrator fees2010-12-31$24,667
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 name2010-12-31JAMES,MOORE & CO.,P.L.,CPAS & CNSLT
Accountancy firm EIN2010-12-31593204548
2009 : SHANDS JACKSONVILLE RETIREMENT 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 SHANDS JACKSONVILLE RETIREMENT PLAN

2023: SHANDS JACKSONVILLE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHANDS JACKSONVILLE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
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: SHANDS JACKSONVILLE RETIREMENT 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered43
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered5199
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered324
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered337
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4274
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered43
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4257
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered345
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered358
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4278
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered44
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered45
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4260
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered363
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered47
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4402
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered373
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered4418
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered382
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered412
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered3279
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered426
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered3290
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered50
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 2
Insurance contract or identification number893470087
Number of Individuals Covered3226
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered440
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 3
Insurance contract or identification number43509-013
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893470087
Policy instance 3
Insurance contract or identification number893470087
Number of Individuals Covered3380
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893215-87
Policy instance 2
Insurance contract or identification number893215-87
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-013
Policy instance 4
Insurance contract or identification number43509-013
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509-004
Policy instance 1
Insurance contract or identification number43509-004
Number of Individuals Covered457
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509
Policy instance 2
Insurance contract or identification number43509
Number of Individuals Covered514
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893215-87
Policy instance 1
Insurance contract or identification number893215-87
Number of Individuals Covered4414
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43509
Policy instance 3
Insurance contract or identification number43509
Number of Individuals Covered2364
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $787
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $682
Insurance broker organization code?3
Insurance broker nameTOUMA, TRACY E
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893215-87
Policy instance 2
Insurance contract or identification number893215-87
Number of Individuals Covered4285
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892531-87
Policy instance 1
Insurance contract or identification number892531-87
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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