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THE INFIRMARY 401(K) PLAN 401k Plan overview

Plan NameTHE INFIRMARY 401(K) PLAN
Plan identification number 003

THE INFIRMARY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:THE INFIRMARY HEALTH SYSTEM, INC.
Employer identification number (EIN):630841123
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INFIRMARY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JUDITH L. STITT JUDITH L. STITT2018-09-10
0032016-01-01JUDITH L. STITT JUDITH L. STITT2017-08-14
0032015-01-01JUDITH L. STITT JUDITH L. STITT2016-10-12
0032014-01-01JUDITH L. STITT JUDITH L. STITT2015-10-05
0032013-01-01JUDITH L. STITT JUDITH L. STITT2014-09-24
0032012-01-01JUDITH L. STITT JUDITH L. STITT2013-09-13
0032011-01-01JUDITH L. STITT JUDITH L. STITT2012-10-04
0032009-01-01SHEILA C. DAVIDSON SHEILA C. DAVIDSON2010-10-13
0032009-01-01SHEILA C. DAVIDSON SHEILA C. DAVIDSON2010-10-14

Plan Statistics for THE INFIRMARY 401(K) PLAN

401k plan membership statisitcs for THE INFIRMARY 401(K) PLAN

Measure Date Value
2023: THE INFIRMARY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016,875
Total number of active participants reported on line 7a of the Form 55002023-01-015,771
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-011,275
Total of all active and inactive participants2023-01-017,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-017,065
Number of participants with account balances2023-01-015,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0135
2022: THE INFIRMARY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,607
Total number of active participants reported on line 7a of the Form 55002022-01-015,622
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-011,193
Total of all active and inactive participants2022-01-016,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-016,836
Number of participants with account balances2022-01-015,295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0146
2021: THE INFIRMARY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,442
Total number of active participants reported on line 7a of the Form 55002021-01-015,409
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-011,177
Total of all active and inactive participants2021-01-016,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016,607
Number of participants with account balances2021-01-015,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
2020: THE INFIRMARY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,376
Total number of active participants reported on line 7a of the Form 55002020-01-015,407
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-011,015
Total of all active and inactive participants2020-01-016,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,442
Number of participants with account balances2020-01-015,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: THE INFIRMARY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,348
Total number of active participants reported on line 7a of the Form 55002019-01-015,424
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01933
Total of all active and inactive participants2019-01-016,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016,376
Number of participants with account balances2019-01-015,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: THE INFIRMARY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,317
Total number of active participants reported on line 7a of the Form 55002018-01-014,458
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-011,101
Total of all active and inactive participants2018-01-015,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,572
Number of participants with account balances2018-01-015,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: THE INFIRMARY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,305
Total number of active participants reported on line 7a of the Form 55002017-01-015,169
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-011,135
Total of all active and inactive participants2017-01-016,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,317
Number of participants with account balances2017-01-015,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE INFIRMARY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,981
Total number of active participants reported on line 7a of the Form 55002016-01-014,228
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-011,058
Total of all active and inactive participants2016-01-015,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,294
Number of participants with account balances2016-01-015,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: THE INFIRMARY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,754
Total number of active participants reported on line 7a of the Form 55002015-01-014,990
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01986
Total of all active and inactive participants2015-01-015,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,981
Number of participants with account balances2015-01-015,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0144
2014: THE INFIRMARY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,876
Total number of active participants reported on line 7a of the Form 55002014-01-014,842
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01908
Total of all active and inactive participants2014-01-015,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,754
Number of participants with account balances2014-01-014,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0178
2013: THE INFIRMARY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,812
Total number of active participants reported on line 7a of the Form 55002013-01-015,078
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01787
Total of all active and inactive participants2013-01-015,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,870
Number of participants with account balances2013-01-014,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012: THE INFIRMARY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,784
Total number of active participants reported on line 7a of the Form 55002012-01-015,084
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01711
Total of all active and inactive participants2012-01-015,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,800
Number of participants with account balances2012-01-014,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01130
2011: THE INFIRMARY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,626
Total number of active participants reported on line 7a of the Form 55002011-01-015,129
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01648
Total of all active and inactive participants2011-01-015,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,784
Number of participants with account balances2011-01-015,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01164
2009: THE INFIRMARY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,629
Total number of active participants reported on line 7a of the Form 55002009-01-015,132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,601
Total of all active and inactive participants2009-01-016,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,733
Number of participants with account balances2009-01-015,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on THE INFIRMARY 401(K) PLAN

Measure Date Value
2023 : THE INFIRMARY 401(K) 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$74,718,409
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$24,587,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$24,343,906
Expenses. Certain deemed distributions of participant loans2023-12-31$37,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$30,696,712
Value of total assets at end of year2023-12-31$335,541,880
Value of total assets at beginning of year2023-12-31$285,410,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$206,187
Total interest from all sources2023-12-31$1,568,900
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,409,783
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$3,409,783
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$17,925,960
Participant contributions at end of year2023-12-31$5,612,909
Participant contributions at beginning of year2023-12-31$4,646,509
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$70,665
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$41,863
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,308,975
Other income not declared elsewhere2023-12-31$-221,601
Administrative expenses (other) incurred2023-12-31$206,187
Total non interest bearing cash at end of year2023-12-31$297
Total non interest bearing cash at beginning of year2023-12-31$386
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$50,131,042
Value of net assets at end of year (total assets less liabilities)2023-12-31$335,541,880
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$285,410,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$258,659,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$212,110,350
Interest on participant loans2023-12-31$303,362
Interest earned on other investments2023-12-31$1,265,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$71,198,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$68,611,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$39,264,615
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$11,461,777
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$24,343,906
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 name2023-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2023-12-31260079381
2022 : THE INFIRMARY 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-15,417,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$31,282,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,980,759
Expenses. Certain deemed distributions of participant loans2022-12-31$63,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,634,124
Value of total assets at end of year2022-12-31$285,410,838
Value of total assets at beginning of year2022-12-31$332,110,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$237,455
Total interest from all sources2022-12-31$1,140,087
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,531,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,531,925
Administrative expenses professional fees incurred2022-12-31$40,867
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,963,004
Participant contributions at end of year2022-12-31$4,646,509
Participant contributions at beginning of year2022-12-31$4,805,168
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$41,863
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$391,479
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,401,285
Other income not declared elsewhere2022-12-31$92,877
Administrative expenses (other) incurred2022-12-31$2,875
Total non interest bearing cash at end of year2022-12-31$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,699,879
Value of net assets at end of year (total assets less liabilities)2022-12-31$285,410,838
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$332,110,717
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$28,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$212,110,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$261,423,039
Interest on participant loans2022-12-31$225,841
Interest earned on other investments2022-12-31$914,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$68,611,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,491,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-57,816,760
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$11,269,835
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,980,759
Contract administrator fees2022-12-31$165,221
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 name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
2021 : THE INFIRMARY 401(K) 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$64,948,188
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,932,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,641,050
Expenses. Certain deemed distributions of participant loans2021-12-31$19,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,463,084
Value of total assets at end of year2021-12-31$332,110,717
Value of total assets at beginning of year2021-12-31$293,095,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$272,452
Total interest from all sources2021-12-31$1,083,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,045,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,045,033
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,415,748
Participant contributions at end of year2021-12-31$4,805,168
Participant contributions at beginning of year2021-12-31$5,067,402
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$558,180
Assets. Other investments not covered elsewhere at end of year2021-12-31$391,479
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$326,427
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,170,538
Other income not declared elsewhere2021-12-31$147,361
Administrative expenses (other) incurred2021-12-31$272,452
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$39,015,410
Value of net assets at end of year (total assets less liabilities)2021-12-31$332,110,717
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$293,095,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$261,423,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$227,240,452
Interest on participant loans2021-12-31$265,471
Interest earned on other investments2021-12-31$817,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,491,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$59,508,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$32,209,495
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$10,876,798
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$394,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,641,050
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 name2021-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2021-12-31260079381
2020 : THE INFIRMARY 401(K) 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$66,752,169
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,913,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,665,193
Expenses. Certain deemed distributions of participant loans2020-12-31$3,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,008,943
Value of total assets at end of year2020-12-31$293,095,307
Value of total assets at beginning of year2020-12-31$254,256,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$244,736
Total interest from all sources2020-12-31$1,127,475
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,442,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,442,083
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$15,061,317
Participant contributions at end of year2020-12-31$5,067,402
Participant contributions at beginning of year2020-12-31$5,638,298
Participant contributions at end of year2020-12-31$558,180
Assets. Other investments not covered elsewhere at end of year2020-12-31$326,427
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$291,458
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,102,662
Other income not declared elsewhere2020-12-31$189,343
Administrative expenses (other) incurred2020-12-31$244,736
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$38,838,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$293,095,307
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$254,256,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$227,240,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$195,155,416
Interest on participant loans2020-12-31$289,795
Interest earned on other investments2020-12-31$837,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$59,508,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$53,171,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$36,984,325
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$10,844,964
Employer contributions (assets) at end of year2020-12-31$394,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,665,193
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2020-12-31260079381
2019 : THE INFIRMARY 401(K) 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$66,983,648
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,109,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,769,482
Expenses. Certain deemed distributions of participant loans2019-12-31$4,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,702,581
Value of total assets at end of year2019-12-31$254,256,622
Value of total assets at beginning of year2019-12-31$204,382,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$335,639
Total interest from all sources2019-12-31$1,163,373
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,093,257
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$2,093,257
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,907,122
Participant contributions at end of year2019-12-31$5,638,298
Participant contributions at beginning of year2019-12-31$5,203,261
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$527,108
Assets. Other investments not covered elsewhere at end of year2019-12-31$291,458
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$236,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,257,518
Other income not declared elsewhere2019-12-31$169,314
Administrative expenses (other) incurred2019-12-31$335,639
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$49,874,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$254,256,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$204,382,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$195,155,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$150,876,346
Interest on participant loans2019-12-31$297,204
Interest earned on other investments2019-12-31$866,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$53,171,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,131,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,855,123
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$10,537,941
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$407,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,769,482
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 name2019-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2019-12-31260079381
2018 : THE INFIRMARY 401(K) 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$16,445,609
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,673,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,253,186
Expenses. Certain deemed distributions of participant loans2018-12-31$24,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,211,159
Value of total assets at end of year2018-12-31$204,382,151
Value of total assets at beginning of year2018-12-31$205,610,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$396,298
Total interest from all sources2018-12-31$948,581
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,847,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,847,162
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,520,818
Participant contributions at end of year2018-12-31$5,203,261
Participant contributions at beginning of year2018-12-31$4,934,141
Participant contributions at end of year2018-12-31$527,108
Assets. Other investments not covered elsewhere at end of year2018-12-31$236,900
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$267,436
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,106,798
Other income not declared elsewhere2018-12-31$62,481
Administrative expenses (other) incurred2018-12-31$396,298
Total non interest bearing cash at beginning of year2018-12-31$471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,228,069
Value of net assets at end of year (total assets less liabilities)2018-12-31$204,382,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$205,610,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$150,876,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$154,234,936
Interest on participant loans2018-12-31$230,347
Interest earned on other investments2018-12-31$718,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47,131,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$46,173,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,623,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,583,543
Employer contributions (assets) at end of year2018-12-31$407,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,253,186
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 name2018-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2018-12-31260079381
2017 : THE INFIRMARY 401(K) 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$50,692,608
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,055,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,816,140
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,462,425
Value of total assets at end of year2017-12-31$205,610,220
Value of total assets at beginning of year2017-12-31$168,973,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$241,241
Total interest from all sources2017-12-31$823,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,329,870
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$1,329,870
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,410,443
Participant contributions at end of year2017-12-31$4,934,141
Participant contributions at beginning of year2017-12-31$4,913,356
Assets. Other investments not covered elsewhere at end of year2017-12-31$267,436
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$223,598
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,617,130
Other income not declared elsewhere2017-12-31$148,367
Administrative expenses (other) incurred2017-12-31$241,241
Total non interest bearing cash at end of year2017-12-31$471
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$36,636,699
Value of net assets at end of year (total assets less liabilities)2017-12-31$205,610,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$168,973,521
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$154,234,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$121,784,484
Interest on participant loans2017-12-31$220,193
Interest earned on other investments2017-12-31$603,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$46,173,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$42,052,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,928,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,434,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,816,140
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 name2017-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2017-12-31260079381
2016 : THE INFIRMARY 401(K) 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$27,232,765
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,728,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,317,741
Expenses. Certain deemed distributions of participant loans2016-12-31$10,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,019,572
Value of total assets at end of year2016-12-31$168,973,521
Value of total assets at beginning of year2016-12-31$152,468,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$399,962
Total interest from all sources2016-12-31$758,318
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,215,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,215,693
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,368,860
Participant contributions at end of year2016-12-31$4,913,356
Participant contributions at beginning of year2016-12-31$4,571,026
Assets. Other investments not covered elsewhere at end of year2016-12-31$223,598
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$204,620
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,177,827
Other income not declared elsewhere2016-12-31$124,427
Administrative expenses (other) incurred2016-12-31$399,962
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$57
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$16,504,569
Value of net assets at end of year (total assets less liabilities)2016-12-31$168,973,521
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$152,468,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$121,784,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$108,492,905
Interest on participant loans2016-12-31$198,117
Interest earned on other investments2016-12-31$560,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$42,052,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$39,200,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,114,755
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$4,472,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,317,741
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 name2016-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2016-12-31260079381
2015 : THE INFIRMARY 401(K) 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$18,744,232
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,965,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,752,368
Expenses. Certain deemed distributions of participant loans2015-12-31$36,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,278,519
Value of total assets at end of year2015-12-31$152,468,952
Value of total assets at beginning of year2015-12-31$145,690,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,716
Total interest from all sources2015-12-31$738,018
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,157,373
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$1,157,373
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,450,552
Participant contributions at end of year2015-12-31$4,571,026
Participant contributions at beginning of year2015-12-31$4,198,967
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$204,620
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$215,553
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,727,668
Other income not declared elsewhere2015-12-31$84,616
Administrative expenses (other) incurred2015-12-31$176,716
Total non interest bearing cash at end of year2015-12-31$57
Total non interest bearing cash at beginning of year2015-12-31$200
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$6,778,544
Value of net assets at end of year (total assets less liabilities)2015-12-31$152,468,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$145,690,408
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$108,492,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$104,617,546
Interest on participant loans2015-12-31$180,405
Interest earned on other investments2015-12-31$557,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$39,200,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,658,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-514,294
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$4,100,299
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,752,368
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 name2015-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2015-12-31260079381
2014 : THE INFIRMARY 401(K) 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$21,622,103
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,314,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,079,082
Expenses. Certain deemed distributions of participant loans2014-12-31$15,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,632,949
Value of total assets at end of year2014-12-31$145,690,408
Value of total assets at beginning of year2014-12-31$137,382,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$219,614
Total interest from all sources2014-12-31$744,233
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,044,317
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$1,044,317
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,768,631
Participant contributions at end of year2014-12-31$4,198,967
Participant contributions at beginning of year2014-12-31$3,750,554
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$359,140
Assets. Other investments not covered elsewhere at end of year2014-12-31$215,553
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$313,439
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,061,316
Other income not declared elsewhere2014-12-31$107,344
Administrative expenses (other) incurred2014-12-31$219,614
Total non interest bearing cash at end of year2014-12-31$200
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,307,447
Value of net assets at end of year (total assets less liabilities)2014-12-31$145,690,408
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$137,382,961
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$104,617,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$97,036,962
Interest on participant loans2014-12-31$171,390
Interest earned on other investments2014-12-31$572,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,658,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$35,781,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,093,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,803,002
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$141,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,079,082
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 name2014-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2014-12-31260079381
2013 : THE INFIRMARY 401(K) 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$34,495,155
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,418,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,273,773
Expenses. Certain deemed distributions of participant loans2013-12-31$10,884
Value of total corrective distributions2013-12-31$4,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,805,688
Value of total assets at end of year2013-12-31$137,382,961
Value of total assets at beginning of year2013-12-31$113,306,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$129,872
Total interest from all sources2013-12-31$754,842
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$900,999
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$900,999
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,455,952
Participant contributions at end of year2013-12-31$3,750,554
Participant contributions at beginning of year2013-12-31$3,233,199
Participant contributions at end of year2013-12-31$359,140
Participant contributions at beginning of year2013-12-31$339,834
Assets. Other investments not covered elsewhere at end of year2013-12-31$313,439
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,715,705
Other income not declared elsewhere2013-12-31$119,436
Administrative expenses (other) incurred2013-12-31$129,872
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$24,076,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$137,382,961
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$113,306,657
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$97,036,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,910,611
Interest on participant loans2013-12-31$140,864
Interest earned on other investments2013-12-31$613,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$35,781,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,689,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,914,190
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$3,634,031
Employer contributions (assets) at end of year2013-12-31$141,100
Employer contributions (assets) at beginning of year2013-12-31$133,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,273,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2013-12-31260079381
2012 : THE INFIRMARY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$0
Total income from all sources (including contributions)2012-12-31$23,963,013
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,355,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,303,006
Expenses. Certain deemed distributions of participant loans2012-12-31$3,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,070,408
Value of total assets at end of year2012-12-31$113,306,657
Value of total assets at beginning of year2012-12-31$97,699,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,577
Total interest from all sources2012-12-31$823,280
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,136,690
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$1,136,690
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,022,860
Participant contributions at end of year2012-12-31$3,233,199
Participant contributions at beginning of year2012-12-31$3,215,797
Participant contributions at end of year2012-12-31$339,834
Participant contributions at beginning of year2012-12-31$316,400
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$334,564
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,585,970
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$48,577
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$15,607,534
Value of net assets at end of year (total assets less liabilities)2012-12-31$113,306,657
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$97,699,123
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$75,910,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$62,863,048
Interest on participant loans2012-12-31$133,486
Interest earned on other investments2012-12-31$689,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,689,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,845,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,932,635
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$3,461,578
Employer contributions (assets) at end of year2012-12-31$133,376
Employer contributions (assets) at beginning of year2012-12-31$124,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,303,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2012-12-31260079381
2011 : THE INFIRMARY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,418,892
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,500,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,352,526
Expenses. Certain deemed distributions of participant loans2011-12-31$36,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,992,301
Value of total assets at end of year2011-12-31$97,699,123
Value of total assets at beginning of year2011-12-31$93,780,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$111,546
Total interest from all sources2011-12-31$864,881
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$862,025
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$862,025
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,616,099
Participant contributions at end of year2011-12-31$3,215,797
Participant contributions at beginning of year2011-12-31$3,035,696
Participant contributions at end of year2011-12-31$316,400
Participant contributions at beginning of year2011-12-31$307,619
Assets. Other investments not covered elsewhere at end of year2011-12-31$334,564
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$351,516
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$837,422
Administrative expenses (other) incurred2011-12-31$111,546
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$3,918,664
Value of net assets at end of year (total assets less liabilities)2011-12-31$97,699,123
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,780,459
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$62,863,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$61,212,366
Interest on participant loans2011-12-31$137,504
Interest earned on other investments2011-12-31$727,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,845,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,754,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,300,315
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$3,538,780
Employer contributions (assets) at end of year2011-12-31$124,150
Employer contributions (assets) at beginning of year2011-12-31$118,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,352,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLACK & PINCKARD
Accountancy firm EIN2011-12-31260079381
2010 : THE INFIRMARY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$19,684,937
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,603,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,379,628
Expenses. Certain deemed distributions of participant loans2010-12-31$1,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,737,209
Value of total assets at end of year2010-12-31$93,780,459
Value of total assets at beginning of year2010-12-31$83,698,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$221,836
Total interest from all sources2010-12-31$851,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$804,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$804,973
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,999,416
Participant contributions at end of year2010-12-31$3,035,696
Participant contributions at beginning of year2010-12-31$3,146,361
Participant contributions at end of year2010-12-31$307,619
Participant contributions at beginning of year2010-12-31$275,853
Assets. Other investments not covered elsewhere at end of year2010-12-31$351,516
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$646,923
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$343,837
Other income not declared elsewhere2010-12-31$-5,992
Administrative expenses (other) incurred2010-12-31$221,836
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$10,081,897
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,780,459
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,698,562
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$61,212,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,398,232
Interest on participant loans2010-12-31$148,148
Interest earned on other investments2010-12-31$703,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,754,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,231,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,297,431
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$3,393,956
Employer contributions (assets) at end of year2010-12-31$118,885
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,379,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2010-12-31260079381
2009 : THE INFIRMARY 401(K) 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 THE INFIRMARY 401(K) PLAN

2023: THE INFIRMARY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE INFIRMARY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE INFIRMARY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE INFIRMARY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE INFIRMARY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE INFIRMARY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE INFIRMARY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE INFIRMARY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE INFIRMARY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE INFIRMARY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE INFIRMARY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INFIRMARY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INFIRMARY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE INFIRMARY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered7065
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered6836
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered6607
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered6442
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered6376
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5572
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered6317
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5981
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5754
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5870
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5800
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5784
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 number67367
Policy instance 2
Insurance contract or identification number67367
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-04
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041516
Policy instance 1
Insurance contract or identification number041516
Number of Individuals Covered5731
Insurance policy start date2010-04-05
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

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