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RUSH HEALTH SYSTEMS 403(B) PLAN 401k Plan overview

Plan NameRUSH HEALTH SYSTEMS 403(B) PLAN
Plan identification number 002

RUSH HEALTH SYSTEMS 403(B) PLAN Benefits

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

401k Sponsoring company profile

RUSH MEDICAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:RUSH MEDICAL FOUNDATION
Employer identification number (EIN):640345119
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSH HEALTH SYSTEMS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SCOTT VINCENT2024-02-15
0022022-01-01SCOTT VINCENT2024-04-18
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SCOTT VINCENT
0022016-01-01D. K. SMITH D. K. SMITH2017-09-21
0022016-01-01
0022016-01-01 D. K. SMITH2017-09-21
0022015-01-01DONNIE SMITH D.K.SMITH2016-10-10
0022014-01-01DONNIE SMITH
0022013-01-01DONNIE SMITH
0022012-01-01DONNIE SMITH
0022011-01-01DONNIE SMITH
0022010-01-01DONNIE SMITH DONNIE SMITH2011-10-13
0022009-01-01DONNIE SMITH

Plan Statistics for RUSH HEALTH SYSTEMS 403(B) PLAN

401k plan membership statisitcs for RUSH HEALTH SYSTEMS 403(B) PLAN

Measure Date Value
2022: RUSH HEALTH SYSTEMS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,879
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RUSH HEALTH SYSTEMS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,010
Total number of active participants reported on line 7a of the Form 55002021-01-012,276
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-01575
Total of all active and inactive participants2021-01-012,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,879
Number of participants with account balances2021-01-011,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RUSH HEALTH SYSTEMS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,150
Total number of active participants reported on line 7a of the Form 55002020-01-012,481
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01529
Total of all active and inactive participants2020-01-013,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,010
Number of participants with account balances2020-01-011,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: RUSH HEALTH SYSTEMS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,987
Total number of active participants reported on line 7a of the Form 55002019-01-012,532
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01618
Total of all active and inactive participants2019-01-013,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,150
Number of participants with account balances2019-01-011,941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RUSH HEALTH SYSTEMS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,969
Total number of active participants reported on line 7a of the Form 55002018-01-012,467
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01574
Total of all active and inactive participants2018-01-013,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,041
Number of participants with account balances2018-01-011,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RUSH HEALTH SYSTEMS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,989
Total number of active participants reported on line 7a of the Form 55002017-01-012,436
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01575
Total of all active and inactive participants2017-01-013,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,011
Number of participants with account balances2017-01-011,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RUSH HEALTH SYSTEMS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,166
Total number of active participants reported on line 7a of the Form 55002016-01-012,553
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01558
Total of all active and inactive participants2016-01-013,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,111
Number of participants with account balances2016-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RUSH HEALTH SYSTEMS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,999
Total number of active participants reported on line 7a of the Form 55002015-01-012,726
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01475
Total of all active and inactive participants2015-01-013,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,201
Number of participants with account balances2015-01-011,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RUSH HEALTH SYSTEMS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,747
Total number of active participants reported on line 7a of the Form 55002014-01-012,475
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01381
Total of all active and inactive participants2014-01-012,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,856
Number of participants with account balances2014-01-011,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RUSH HEALTH SYSTEMS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,739
Total number of active participants reported on line 7a of the Form 55002013-01-012,393
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-01316
Total of all active and inactive participants2013-01-012,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,735
Number of participants with account balances2013-01-011,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RUSH HEALTH SYSTEMS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,247
Total number of active participants reported on line 7a of the Form 55002012-01-012,539
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-01238
Total of all active and inactive participants2012-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,788
Number of participants with account balances2012-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RUSH HEALTH SYSTEMS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,329
Total number of active participants reported on line 7a of the Form 55002011-01-012,429
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01234
Total of all active and inactive participants2011-01-012,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,663
Number of participants with account balances2011-01-011,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RUSH HEALTH SYSTEMS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,243
Total number of active participants reported on line 7a of the Form 55002010-01-012,134
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-012,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,275
Number of participants with account balances2010-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RUSH HEALTH SYSTEMS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,259
Total number of active participants reported on line 7a of the Form 55002009-01-012,116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01573
Total of all active and inactive participants2009-01-012,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,689
Number of participants with account balances2009-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RUSH HEALTH SYSTEMS 403(B) PLAN

Measure Date Value
2022 : RUSH HEALTH SYSTEMS 403(B) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$54,346,945
Total income from all sources (including contributions)2022-12-31$-7,750,306
Total of all expenses incurred2022-12-31$5,234,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,929,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,694,456
Value of total assets at beginning of year2022-12-31$67,332,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$305,873
Total interest from all sources2022-12-31$272,503
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$272,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$272,495
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$2,641,819
Participant contributions at beginning of year2022-12-31$550,415
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,592,255
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,637
Other income not declared elsewhere2022-12-31$-442,003
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$-12,985,231
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,332,176
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,514,672
Interest on participant loans2022-12-31$17,954
Interest earned on other investments2022-12-31$254,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,674,834
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$149,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,547,757
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,779,552
Contract administrator fees2022-12-31$305,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : RUSH HEALTH SYSTEMS 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$11,632,523
Total of all expenses incurred2021-12-31$4,470,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,090,894
Expenses. Certain deemed distributions of participant loans2021-12-31$89,953
Value of total corrective distributions2021-12-31$593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,490,323
Value of total assets at end of year2021-12-31$67,332,176
Value of total assets at beginning of year2021-12-31$60,170,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$288,973
Total interest from all sources2021-12-31$316,764
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,640,766
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$2,640,766
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$4,343,982
Participant contributions at end of year2021-12-31$550,415
Participant contributions at beginning of year2021-12-31$619,452
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,592,255
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,198,997
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$146,341
Other income not declared elsewhere2021-12-31$300,460
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$7,162,110
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,332,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,170,066
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$50,514,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,497,146
Interest on participant loans2021-12-31$28,889
Interest earned on other investments2021-12-31$287,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,674,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,854,471
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,510,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,884,210
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,580,067
Contract administrator fees2021-12-31$288,973
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RUSH HEALTH SYSTEMS 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,684,543
Total of all expenses incurred2020-12-31$4,844,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,609,058
Expenses. Certain deemed distributions of participant loans2020-12-31$19,473
Value of total corrective distributions2020-12-31$3,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,548,415
Value of total assets at end of year2020-12-31$60,170,066
Value of total assets at beginning of year2020-12-31$53,329,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$212,523
Total interest from all sources2020-12-31$316,116
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,492,157
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$1,492,157
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$4,464,359
Participant contributions at end of year2020-12-31$619,452
Participant contributions at beginning of year2020-12-31$827,507
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,198,997
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,644,784
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,056
Other income not declared elsewhere2020-12-31$392,603
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$6,840,397
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,170,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,329,669
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$42,497,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,936,075
Interest on participant loans2020-12-31$35,437
Interest earned on other investments2020-12-31$280,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,854,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,921,303
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,447,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,935,252
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,161,099
Contract administrator fees2020-12-31$212,523
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 name2020-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2020-12-31201941244
2019 : RUSH HEALTH SYSTEMS 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$12,565,229
Total of all expenses incurred2019-12-31$4,642,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,425,572
Expenses. Certain deemed distributions of participant loans2019-12-31$44,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,657,328
Value of total assets at end of year2019-12-31$53,329,669
Value of total assets at beginning of year2019-12-31$45,407,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,263
Total interest from all sources2019-12-31$322,687
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,717,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,717,531
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,513,422
Participant contributions at end of year2019-12-31$827,507
Participant contributions at beginning of year2019-12-31$907,826
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,644,784
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,215,817
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$143,906
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$7,922,370
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,329,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,407,299
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$36,936,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,127,165
Interest on participant loans2019-12-31$45,438
Interest earned on other investments2019-12-31$277,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,921,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,156,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,867,683
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,425,572
Contract administrator fees2019-12-31$173,263
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 name2019-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2019-12-31201941244
2018 : RUSH HEALTH SYSTEMS 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,321,194
Total of all expenses incurred2018-12-31$5,481,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,397,379
Expenses. Certain deemed distributions of participant loans2018-12-31$11,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,509,134
Value of total assets at end of year2018-12-31$45,407,299
Value of total assets at beginning of year2018-12-31$48,567,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,454
Total interest from all sources2018-12-31$306,964
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,055,078
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$2,055,078
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,449,616
Participant contributions at end of year2018-12-31$907,826
Participant contributions at beginning of year2018-12-31$760,243
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,215,817
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,187,009
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,160,441
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,407,299
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,567,740
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$30,127,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,309,955
Interest on participant loans2018-12-31$40,693
Interest earned on other investments2018-12-31$266,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,156,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,310,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,549,982
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,397,379
Contract administrator fees2018-12-31$72,454
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 name2018-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2018-12-31201941244
2017 : RUSH HEALTH SYSTEMS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,488,754
Total of all expenses incurred2017-12-31$4,392,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,262,952
Expenses. Certain deemed distributions of participant loans2017-12-31$23,986
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,972,646
Value of total assets at end of year2017-12-31$48,567,740
Value of total assets at beginning of year2017-12-31$42,471,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,643
Total interest from all sources2017-12-31$302,350
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,476,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,828,893
Participant contributions at end of year2017-12-31$760,243
Participant contributions at beginning of year2017-12-31$669,846
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,187,009
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,029,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$143,753
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$6,096,173
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,567,740
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,471,567
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$33,309,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,192,239
Interest on participant loans2017-12-31$31,757
Interest earned on other investments2017-12-31$270,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,310,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,580,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,736,767
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
Income. Dividends from common stock2017-12-31$1,476,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,262,952
Contract administrator fees2017-12-31$105,643
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 name2017-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2017-12-31201941244
2016 : RUSH HEALTH SYSTEMS 403(B) 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$7,613,889
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,757,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,671,771
Expenses. Certain deemed distributions of participant loans2016-12-31$3,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,814,934
Value of total assets at end of year2016-12-31$42,471,567
Value of total assets at beginning of year2016-12-31$37,614,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,525
Total interest from all sources2016-12-31$300,036
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,172,664
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$1,172,664
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,741,783
Participant contributions at end of year2016-12-31$669,846
Participant contributions at beginning of year2016-12-31$564,527
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,029,390
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$788,045
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,151
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$4,856,636
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,471,567
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,614,931
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$27,192,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,415,027
Interest on participant loans2016-12-31$23,913
Interest earned on other investments2016-12-31$276,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,580,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,847,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,326,255
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,671,771
Contract administrator fees2016-12-31$81,525
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 name2016-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2016-12-31201941244
2015 : RUSH HEALTH SYSTEMS 403(B) 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$4,725,131
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,813,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,762,818
Expenses. Certain deemed distributions of participant loans2015-12-31$6,942
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,798,372
Value of total assets at end of year2015-12-31$37,614,931
Value of total assets at beginning of year2015-12-31$34,703,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,120
Total interest from all sources2015-12-31$291,633
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,254,607
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$1,254,607
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,565,717
Participant contributions at end of year2015-12-31$564,527
Participant contributions at beginning of year2015-12-31$579,256
Participant contributions at beginning of year2015-12-31$500
Assets. Other investments not covered elsewhere at end of year2015-12-31$788,045
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$606,394
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$232,655
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$2,911,251
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,614,931
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,703,680
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$23,415,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,549,391
Interest on participant loans2015-12-31$23,179
Interest earned on other investments2015-12-31$268,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,847,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,967,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,619,481
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$0
Employer contributions (assets) at beginning of year2015-12-31$1,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,762,818
Contract administrator fees2015-12-31$44,120
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2015-12-31201941244
2014 : RUSH HEALTH SYSTEMS 403(B) 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$1,359
Total income from all sources (including contributions)2014-12-31$5,560,823
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,139,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,098,594
Expenses. Certain deemed distributions of participant loans2014-12-31$378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,068,158
Value of total assets at end of year2014-12-31$34,703,680
Value of total assets at beginning of year2014-12-31$31,284,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,891
Total interest from all sources2014-12-31$275,528
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$845,327
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$845,327
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,778,815
Participant contributions at end of year2014-12-31$579,256
Participant contributions at beginning of year2014-12-31$417,702
Participant contributions at end of year2014-12-31$500
Assets. Other investments not covered elsewhere at end of year2014-12-31$606,394
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$391,508
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$289,314
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$3,420,960
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,703,680
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,282,720
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$21,549,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,538,768
Interest on participant loans2014-12-31$19,369
Interest earned on other investments2014-12-31$256,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,967,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,935,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$371,810
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$29
Employer contributions (assets) at end of year2014-12-31$1,054
Employer contributions (assets) at beginning of year2014-12-31$1,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,098,594
Contract administrator fees2014-12-31$40,891
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,359
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 name2014-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2014-12-31201941244
2013 : RUSH HEALTH SYSTEMS 403(B) 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$1,359
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$8,617,720
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$987,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$911,098
Expenses. Certain deemed distributions of participant loans2013-12-31$46,400
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,753,759
Value of total assets at end of year2013-12-31$31,284,079
Value of total assets at beginning of year2013-12-31$23,652,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,519
Total interest from all sources2013-12-31$240,792
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$509,137
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$509,137
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,841,648
Participant contributions at end of year2013-12-31$417,702
Participant contributions at beginning of year2013-12-31$278,800
Assets. Other investments not covered elsewhere at end of year2013-12-31$391,508
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$308,014
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$911,086
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$7,630,703
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,282,720
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,652,017
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$19,538,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,829,604
Interest on participant loans2013-12-31$13,262
Interest earned on other investments2013-12-31$227,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,935,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,235,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,114,032
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$1,025
Employer contributions (assets) at end of year2013-12-31$1,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$911,098
Contract administrator fees2013-12-31$29,519
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,359
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 name2013-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2013-12-31201941244
2012 : RUSH HEALTH SYSTEMS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,202,017
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$972,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$946,647
Expenses. Certain deemed distributions of participant loans2012-12-31$3,197
Value of total corrective distributions2012-12-31$1,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,334,612
Value of total assets at end of year2012-12-31$23,652,017
Value of total assets at beginning of year2012-12-31$18,422,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,819
Total interest from all sources2012-12-31$216,076
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$285,635
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$285,635
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$278,800
Participant contributions at beginning of year2012-12-31$196,329
Assets. Other investments not covered elsewhere at end of year2012-12-31$308,014
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$265,041
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$702,430
Administrative expenses (other) incurred2012-12-31$35
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$5,229,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,652,017
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,422,318
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$13,829,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,155,161
Interest on participant loans2012-12-31$10,155
Interest earned on other investments2012-12-31$205,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,235,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,805,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,365,694
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$3,632,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$946,647
Contract administrator fees2012-12-31$20,784
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 name2012-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2012-12-31201941244
2011 : RUSH HEALTH SYSTEMS 403(B) 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$6,753,706
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$982,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$972,965
Expenses. Certain deemed distributions of participant loans2011-12-31$3,215
Value of total corrective distributions2011-12-31$1,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,786,364
Value of total assets at end of year2011-12-31$18,422,318
Value of total assets at beginning of year2011-12-31$12,650,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,461
Total interest from all sources2011-12-31$200,735
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$199,310
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$199,310
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$3,109,546
Participant contributions at end of year2011-12-31$196,329
Participant contributions at beginning of year2011-12-31$81,164
Assets. Other investments not covered elsewhere at end of year2011-12-31$265,041
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$120,477
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,676,818
Administrative expenses (other) incurred2011-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,771,678
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,422,318
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,650,640
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$11,155,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,563,985
Interest on participant loans2011-12-31$5,187
Interest earned on other investments2011-12-31$195,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,805,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,885,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-432,703
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$972,965
Contract administrator fees2011-12-31$4,448
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 name2011-12-31HORNE CPAS BUSINESS ADVISORS
Accountancy firm EIN2011-12-31201941244
2010 : RUSH HEALTH SYSTEMS 403(B) 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$5,664,047
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$479,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$472,432
Expenses. Certain deemed distributions of participant loans2010-12-31$3,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,669,038
Value of total assets at end of year2010-12-31$12,650,640
Value of total assets at beginning of year2010-12-31$7,466,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,087
Total interest from all sources2010-12-31$145,593
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$73,624
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$73,624
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,930,429
Participant contributions at end of year2010-12-31$81,164
Participant contributions at beginning of year2010-12-31$17,605
Participant contributions at beginning of year2010-12-31$12,736
Assets. Other investments not covered elsewhere at end of year2010-12-31$120,477
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$29,136
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,738,609
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$5,184,118
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,650,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,466,522
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$7,563,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,891,231
Interest on participant loans2010-12-31$1,719
Interest earned on other investments2010-12-31$143,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,885,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,515,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$775,792
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$472,432
Contract administrator fees2010-12-31$4,087
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 investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31HORNE, LLP
Accountancy firm EIN2010-12-31201941244
2009 : RUSH HEALTH SYSTEMS 403(B) 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 RUSH HEALTH SYSTEMS 403(B) PLAN

2022: RUSH HEALTH SYSTEMS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
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: RUSH HEALTH SYSTEMS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: RUSH HEALTH SYSTEMS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RUSH HEALTH SYSTEMS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RUSH HEALTH SYSTEMS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RUSH HEALTH SYSTEMS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RUSH HEALTH SYSTEMS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: RUSH HEALTH SYSTEMS 403(B) 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: RUSH HEALTH SYSTEMS 403(B) 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: RUSH HEALTH SYSTEMS 403(B) 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: RUSH HEALTH SYSTEMS 403(B) 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: RUSH HEALTH SYSTEMS 403(B) 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
2010: RUSH HEALTH SYSTEMS 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RUSH HEALTH SYSTEMS 403(B) 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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $66
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1880
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered254
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $169
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $158
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1850
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $88
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered290
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $78
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1927
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered314
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $87
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1849
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number55080
Policy instance 1
Insurance contract or identification number55080
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99
Insurance broker organization code?3
Insurance broker nameLOFTON, JEFFREY W
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1785
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered400
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $66
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52
Insurance broker organization code?3
Insurance broker nameWILLIAMSON, WALTER C
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $133
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120
Insurance broker organization code?3
Insurance broker nameLOFTON, JEFFERY W
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1515
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered436
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $99
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88
Insurance broker organization code?3
Insurance broker nameLOFTON, JEFFERY W
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1429
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1307
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered484
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $96
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86
Insurance broker organization code?3
Insurance broker nameLOFTON, JEFFERY W
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered523
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $95
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered1177
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 1
Insurance contract or identification number55080
Number of Individuals Covered703
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47
Insurance broker organization code?3
Insurance broker nameWILLIAMSON, WALTER C
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55080
Policy instance 2
Insurance contract or identification number55080
Number of Individuals Covered904
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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