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OCHSNER CLINIC FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameOCHSNER CLINIC FOUNDATION 401(K) PLAN
Plan identification number 002

OCHSNER CLINIC FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OCHSNER CLINIC FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:OCHSNER CLINIC FOUNDATION
Employer identification number (EIN):720502505
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCHSNER CLINIC FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TRACEY SCHIRO
0022016-01-01TRACEY SCHIRO
0022015-01-01VICKIE PETTEE BOBBY BRANNON2016-10-13
0022014-01-01JANET SNOW-GODFREY BOBBY C. BRANNON2015-10-12
0022013-01-01BOBBY C BRANNON
0022012-01-01BOBBY C BRANNON
0022011-01-01JOAN MOLLOHAN BOBBY BRANNON2012-10-04
0022009-01-01JOAN K. MOLLOHAN BOBBY C BRANNON2010-10-08

Plan Statistics for OCHSNER CLINIC FOUNDATION 401(K) PLAN

401k plan membership statisitcs for OCHSNER CLINIC FOUNDATION 401(K) PLAN

Measure Date Value
2022: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129,770
Total number of active participants reported on line 7a of the Form 55002022-01-0131,221
Number of retired or separated participants receiving benefits2022-01-01323
Number of other retired or separated participants entitled to future benefits2022-01-018,470
Total of all active and inactive participants2022-01-0140,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0182
Total participants2022-01-0140,096
Number of participants with account balances2022-01-0139,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,647
2021: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128,425
Total number of active participants reported on line 7a of the Form 55002021-01-0123,072
Number of retired or separated participants receiving benefits2021-01-01229
Number of other retired or separated participants entitled to future benefits2021-01-016,408
Total of all active and inactive participants2021-01-0129,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0161
Total participants2021-01-0129,770
Number of participants with account balances2021-01-0129,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,361
2020: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126,319
Total number of active participants reported on line 7a of the Form 55002020-01-0122,549
Number of retired or separated participants receiving benefits2020-01-01169
Number of other retired or separated participants entitled to future benefits2020-01-015,660
Total of all active and inactive participants2020-01-0128,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0147
Total participants2020-01-0128,425
Number of participants with account balances2020-01-0127,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01701
2019: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0123,906
Total number of active participants reported on line 7a of the Form 55002019-01-0121,455
Number of retired or separated participants receiving benefits2019-01-01185
Number of other retired or separated participants entitled to future benefits2019-01-014,637
Total of all active and inactive participants2019-01-0126,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0142
Total participants2019-01-0126,319
Number of participants with account balances2019-01-0125,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01873
2018: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121,415
Total number of active participants reported on line 7a of the Form 55002018-01-0119,595
Number of retired or separated participants receiving benefits2018-01-01143
Number of other retired or separated participants entitled to future benefits2018-01-014,130
Total of all active and inactive participants2018-01-0123,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0138
Total participants2018-01-0123,906
Number of participants with account balances2018-01-0123,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01858
2017: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119,929
Total number of active participants reported on line 7a of the Form 55002017-01-0117,823
Number of retired or separated participants receiving benefits2017-01-01105
Number of other retired or separated participants entitled to future benefits2017-01-013,456
Total of all active and inactive participants2017-01-0121,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-0121,415
Number of participants with account balances2017-01-0120,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01759
2016: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119,976
Total number of active participants reported on line 7a of the Form 55002016-01-0116,731
Number of retired or separated participants receiving benefits2016-01-0182
Number of other retired or separated participants entitled to future benefits2016-01-013,090
Total of all active and inactive participants2016-01-0119,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0126
Total participants2016-01-0119,929
Number of participants with account balances2016-01-0119,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01574
2015: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117,818
Total number of active participants reported on line 7a of the Form 55002015-01-0115,803
Number of retired or separated participants receiving benefits2015-01-0161
Number of other retired or separated participants entitled to future benefits2015-01-014,084
Total of all active and inactive participants2015-01-0119,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-0119,976
Number of participants with account balances2015-01-0119,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01612
2014: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116,188
Total number of active participants reported on line 7a of the Form 55002014-01-0114,613
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-013,110
Total of all active and inactive participants2014-01-0117,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0141
Total participants2014-01-0117,818
Number of participants with account balances2014-01-0117,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01576
2013: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115,074
Total number of active participants reported on line 7a of the Form 55002013-01-0114,497
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011,685
Total of all active and inactive participants2013-01-0116,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-0116,188
Number of participants with account balances2013-01-0115,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,325
2012: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,685
Total number of active participants reported on line 7a of the Form 55002012-01-0113,640
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011,424
Total of all active and inactive participants2012-01-0115,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-0115,074
Number of participants with account balances2012-01-0113,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,290
2011: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113,338
Total number of active participants reported on line 7a of the Form 55002011-01-0113,529
Number of retired or separated participants receiving benefits2011-01-0138
Number of other retired or separated participants entitled to future benefits2011-01-011,102
Total of all active and inactive participants2011-01-0114,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-0114,685
Number of participants with account balances2011-01-0113,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,137
2009: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,870
Total number of active participants reported on line 7a of the Form 55002009-01-0111,685
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-011,000
Total of all active and inactive participants2009-01-0112,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-0112,725
Number of participants with account balances2009-01-0111,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,043

Financial Data on OCHSNER CLINIC FOUNDATION 401(K) PLAN

Measure Date Value
2022 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$17,744
Total unrealized appreciation/depreciation of assets2022-12-31$17,744
Total transfer of assets to this plan2022-12-31$47,997,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-122,509,161
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$111,733,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$109,720,697
Value of total corrective distributions2022-12-31$148,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$220,542,472
Value of total assets at end of year2022-12-31$1,885,488,107
Value of total assets at beginning of year2022-12-31$2,071,733,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,863,521
Total interest from all sources2022-12-31$949,438
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$27,192,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$27,192,975
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$153,002,490
Participant contributions at end of year2022-12-31$21,506,988
Participant contributions at beginning of year2022-12-31$19,988,113
Assets. Other investments not covered elsewhere at end of year2022-12-31$36,394,101
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$76,291,382
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,747,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$161,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$18,566,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-9,843,401
Administrative expenses (other) incurred2022-12-31$1,863,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-234,242,232
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,885,488,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,071,733,151
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 end of year2022-12-31$775,354,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$903,926,226
Interest on participant loans2022-12-31$949,438
Value of interest in common/collective trusts at end of year2022-12-31$973,136,771
Value of interest in common/collective trusts at beginning of year2022-12-31$1,025,151,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,977,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-184,411,306
Net investment gain or loss from common/collective trusts2022-12-31$-176,957,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$54,792,063
Employer contributions (assets) at end of year2022-12-31$54,552,077
Employer contributions (assets) at beginning of year2022-12-31$46,375,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$109,558,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2022-12-31721396621
2021 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$236,542,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$390,045,989
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$81,404,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$79,816,184
Value of total corrective distributions2021-12-31$5,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$180,921,609
Value of total assets at end of year2021-12-31$2,071,733,151
Value of total assets at beginning of year2021-12-31$1,526,549,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,582,637
Total interest from all sources2021-12-31$825,666
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$31,754,085
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$31,754,085
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$121,344,759
Participant contributions at end of year2021-12-31$19,988,113
Participant contributions at beginning of year2021-12-31$16,678,875
Assets. Other investments not covered elsewhere at end of year2021-12-31$76,291,382
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$34,928,507
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,196,549
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$55,123
Other income not declared elsewhere2021-12-31$4,819,914
Administrative expenses (other) incurred2021-12-31$1,582,637
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$308,641,554
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,071,733,151
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,526,549,143
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$903,926,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$593,338,952
Interest on participant loans2021-12-31$825,666
Value of interest in common/collective trusts at end of year2021-12-31$1,025,151,789
Value of interest in common/collective trusts at beginning of year2021-12-31$843,166,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$56,819,482
Net investment gain or loss from common/collective trusts2021-12-31$114,905,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,380,301
Employer contributions (assets) at end of year2021-12-31$46,375,641
Employer contributions (assets) at beginning of year2021-12-31$38,436,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$79,761,061
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 name2021-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2021-12-31721396621
2020 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$344,550,793
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$81,544,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$80,289,006
Value of total corrective distributions2020-12-31$7,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$151,306,467
Value of total assets at end of year2020-12-31$1,526,549,143
Value of total assets at beginning of year2020-12-31$1,263,542,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,248,272
Total interest from all sources2020-12-31$943,620
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,857,675
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$14,857,675
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$103,345,641
Participant contributions at end of year2020-12-31$16,678,875
Participant contributions at beginning of year2020-12-31$17,494,713
Assets. Other investments not covered elsewhere at end of year2020-12-31$34,928,507
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$27,046,873
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,365,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$99,682
Other income not declared elsewhere2020-12-31$7,726,076
Administrative expenses (other) incurred2020-12-31$1,248,272
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$263,006,449
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,526,549,143
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,263,542,694
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$593,338,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$522,286,093
Interest on participant loans2020-12-31$943,620
Value of interest in common/collective trusts at end of year2020-12-31$843,166,058
Value of interest in common/collective trusts at beginning of year2020-12-31$660,726,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$62,028,989
Net investment gain or loss from common/collective trusts2020-12-31$107,687,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$36,595,405
Employer contributions (assets) at end of year2020-12-31$38,436,751
Employer contributions (assets) at beginning of year2020-12-31$35,988,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$80,189,324
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 name2020-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2020-12-31721396621
2019 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$346,970,476
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$64,727,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,636,516
Value of total corrective distributions2019-12-31$17,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$137,053,128
Value of total assets at end of year2019-12-31$1,263,542,694
Value of total assets at beginning of year2019-12-31$981,299,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,073,213
Total interest from all sources2019-12-31$919,885
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,179,380
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$20,179,380
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$91,225,487
Participant contributions at end of year2019-12-31$17,494,713
Participant contributions at beginning of year2019-12-31$15,753,865
Assets. Other investments not covered elsewhere at end of year2019-12-31$27,046,873
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,753,652
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,839,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$25,223
Other income not declared elsewhere2019-12-31$5,319,744
Administrative expenses (other) incurred2019-12-31$1,073,213
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$282,243,119
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,263,542,694
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$981,299,575
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$522,286,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$413,902,681
Interest on participant loans2019-12-31$919,885
Value of interest in common/collective trusts at end of year2019-12-31$660,726,766
Value of interest in common/collective trusts at beginning of year2019-12-31$496,830,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$69,932,652
Net investment gain or loss from common/collective trusts2019-12-31$113,565,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,988,249
Employer contributions (assets) at end of year2019-12-31$35,988,249
Employer contributions (assets) at beginning of year2019-12-31$32,058,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,611,293
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 name2019-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2019-12-31721396621
2018 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$61,782,686
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$53,569,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$52,793,157
Value of total corrective distributions2018-12-31$10,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$123,067,278
Value of total assets at end of year2018-12-31$981,299,575
Value of total assets at beginning of year2018-12-31$973,085,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$765,464
Total interest from all sources2018-12-31$738,145
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,215,613
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$20,215,613
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$81,490,437
Participant contributions at end of year2018-12-31$15,753,865
Participant contributions at beginning of year2018-12-31$13,431,304
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,365,517
Assets. Other investments not covered elsewhere at end of year2018-12-31$22,753,652
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$22,892,817
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,518,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$10,302
Other income not declared elsewhere2018-12-31$-1,408,406
Administrative expenses (other) incurred2018-12-31$765,464
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$8,213,646
Value of net assets at end of year (total assets less liabilities)2018-12-31$981,299,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$973,085,929
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$413,902,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$417,504,171
Interest on participant loans2018-12-31$738,145
Value of interest in common/collective trusts at end of year2018-12-31$496,830,560
Value of interest in common/collective trusts at beginning of year2018-12-31$486,818,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-47,338,394
Net investment gain or loss from common/collective trusts2018-12-31$-33,491,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,058,803
Employer contributions (assets) at end of year2018-12-31$32,058,817
Employer contributions (assets) at beginning of year2018-12-31$30,073,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$52,782,855
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 name2018-12-31CARR RIGGS & INGRAM
Accountancy firm EIN2018-12-31721396621
2017 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$248,545,625
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$41,512,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,858,692
Value of total corrective distributions2017-12-31$22,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$116,859,148
Value of total assets at end of year2017-12-31$973,085,929
Value of total assets at beginning of year2017-12-31$766,053,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$631,317
Total interest from all sources2017-12-31$520,599
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,086,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,086,757
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$73,721,365
Participant contributions at end of year2017-12-31$13,431,304
Participant contributions at beginning of year2017-12-31$11,811,331
Participant contributions at end of year2017-12-31$2,365,517
Participant contributions at beginning of year2017-12-31$2,114,938
Assets. Other investments not covered elsewhere at end of year2017-12-31$22,892,817
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,333,706
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,064,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$36,947
Other income not declared elsewhere2017-12-31$3,757,117
Administrative expenses (other) incurred2017-12-31$631,317
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$207,032,787
Value of net assets at end of year (total assets less liabilities)2017-12-31$973,085,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$766,053,142
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$417,504,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$335,579,570
Interest on participant loans2017-12-31$520,599
Value of interest in common/collective trusts at end of year2017-12-31$486,818,697
Value of interest in common/collective trusts at beginning of year2017-12-31$372,485,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$42,307,751
Net investment gain or loss from common/collective trusts2017-12-31$71,014,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,073,423
Employer contributions (assets) at end of year2017-12-31$30,073,423
Employer contributions (assets) at beginning of year2017-12-31$25,728,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$40,821,745
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 name2017-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2017-12-31720136870
2016 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$150,587,798
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,374,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,854,972
Value of total corrective distributions2016-12-31$17,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$97,880,646
Value of total assets at end of year2016-12-31$766,053,142
Value of total assets at beginning of year2016-12-31$652,839,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$501,528
Total interest from all sources2016-12-31$451,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,071,874
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$11,071,874
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$65,444,477
Participant contributions at end of year2016-12-31$11,811,331
Participant contributions at beginning of year2016-12-31$11,143,863
Participant contributions at end of year2016-12-31$2,114,938
Participant contributions at beginning of year2016-12-31$1,839,494
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,333,706
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$17,750,737
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,707,677
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$935,610
Administrative expenses (other) incurred2016-12-31$501,528
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$113,213,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$766,053,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$652,839,577
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$335,579,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$292,463,284
Interest on participant loans2016-12-31$451,308
Value of interest in common/collective trusts at end of year2016-12-31$372,485,105
Value of interest in common/collective trusts at beginning of year2016-12-31$304,839,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,621,128
Net investment gain or loss from common/collective trusts2016-12-31$26,627,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,728,492
Employer contributions (assets) at end of year2016-12-31$25,728,492
Employer contributions (assets) at beginning of year2016-12-31$24,802,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,853,756
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 name2016-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2016-12-31720136870
2015 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,594
Total income from all sources (including contributions)2015-12-31$81,205,739
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,761,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,746,320
Value of total corrective distributions2015-12-31$6,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$88,806,054
Value of total assets at end of year2015-12-31$652,839,577
Value of total assets at beginning of year2015-12-31$604,407,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,009,584
Total interest from all sources2015-12-31$400,510
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,111,477
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$14,111,477
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$58,754,678
Participant contributions at end of year2015-12-31$11,143,863
Participant contributions at beginning of year2015-12-31$10,237,497
Participant contributions at end of year2015-12-31$1,839,494
Participant contributions at beginning of year2015-12-31$511,810
Assets. Other investments not covered elsewhere at end of year2015-12-31$17,750,737
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,886,628
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,202,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$120,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,594
Other income not declared elsewhere2015-12-31$-636,743
Administrative expenses (other) incurred2015-12-31$1,009,584
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$48,443,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$652,839,577
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$604,395,814
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$292,463,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$271,673,309
Interest on participant loans2015-12-31$400,510
Value of interest in common/collective trusts at end of year2015-12-31$304,839,265
Value of interest in common/collective trusts at beginning of year2015-12-31$283,307,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,559,466
Net investment gain or loss from common/collective trusts2015-12-31$-3,916,093
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$24,848,913
Employer contributions (assets) at end of year2015-12-31$24,802,934
Employer contributions (assets) at beginning of year2015-12-31$21,790,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,626,240
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 name2015-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2015-12-31720136870
2014 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$106,616,194
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$34,954,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,458,228
Value of total corrective distributions2014-12-31$3,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$75,329,539
Value of total assets at end of year2014-12-31$604,407,408
Value of total assets at beginning of year2014-12-31$532,733,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$492,473
Total interest from all sources2014-12-31$309,061
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$17,127,358
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$17,127,358
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$49,311,744
Participant contributions at end of year2014-12-31$10,237,497
Participant contributions at beginning of year2014-12-31$8,869,489
Participant contributions at end of year2014-12-31$511,810
Participant contributions at beginning of year2014-12-31$404,371
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,886,628
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,282,173
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,202,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$741,484
Administrative expenses (other) incurred2014-12-31$492,473
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$9,912
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$71,662,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$604,395,814
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$532,733,731
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$271,673,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$484,189,442
Interest on participant loans2014-12-31$309,061
Value of interest in common/collective trusts at end of year2014-12-31$283,307,373
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,100,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,100,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$849,060
Net investment gain or loss from common/collective trusts2014-12-31$12,259,692
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$21,815,485
Employer contributions (assets) at end of year2014-12-31$21,790,791
Employer contributions (assets) at beginning of year2014-12-31$19,870,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,455,567
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 name2014-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2014-12-31720136870
2013 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$147,496,710
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$30,313,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,360,722
Expenses. Certain deemed distributions of participant loans2013-12-31$636,761
Value of total corrective distributions2013-12-31$18,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$64,907,824
Value of total assets at end of year2013-12-31$532,733,731
Value of total assets at beginning of year2013-12-31$415,550,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$297,647
Total interest from all sources2013-12-31$235,525
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,567,838
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$19,567,838
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$43,946,990
Participant contributions at end of year2013-12-31$8,869,489
Participant contributions at beginning of year2013-12-31$6,467,130
Participant contributions at end of year2013-12-31$404,371
Participant contributions at beginning of year2013-12-31$347,293
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,282,173
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,999,715
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,551,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,338
Other income not declared elsewhere2013-12-31$1,846,259
Administrative expenses (other) incurred2013-12-31$297,647
Total non interest bearing cash at end of year2013-12-31$9,912
Total non interest bearing cash at beginning of year2013-12-31$8,883
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$117,183,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$532,733,731
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$415,550,560
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$484,189,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$373,351,832
Interest on participant loans2013-12-31$230,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,100,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,335,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,335,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$60,939,264
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$19,409,310
Employer contributions (assets) at end of year2013-12-31$19,870,420
Employer contributions (assets) at beginning of year2013-12-31$20,040,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,360,722
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 name2013-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2013-12-31720136870
2012 : OCHSNER CLINIC FOUNDATION 401(K) 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$107,462,001
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$21,205,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,476,201
Expenses. Certain deemed distributions of participant loans2012-12-31$444,428
Value of total corrective distributions2012-12-31$14,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$63,479,091
Value of total assets at end of year2012-12-31$415,550,560
Value of total assets at beginning of year2012-12-31$329,294,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270,213
Total interest from all sources2012-12-31$184,353
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,789,161
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$7,789,161
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$41,641,265
Participant contributions at end of year2012-12-31$6,467,130
Participant contributions at beginning of year2012-12-31$5,165,761
Participant contributions at end of year2012-12-31$347,293
Participant contributions at beginning of year2012-12-31$317,903
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,999,715
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,364,362
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,797,280
Other income not declared elsewhere2012-12-31$929,385
Administrative expenses (other) incurred2012-12-31$270,213
Total non interest bearing cash at end of year2012-12-31$8,883
Total non interest bearing cash at beginning of year2012-12-31$7,625
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$86,256,229
Value of net assets at end of year (total assets less liabilities)2012-12-31$415,550,560
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$329,294,331
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$373,351,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$246,984,407
Interest on participant loans2012-12-31$177,536
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$45,680,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,335,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,206,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,206,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,963,586
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$4,116,425
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$20,040,546
Employer contributions (assets) at end of year2012-12-31$20,040,546
Employer contributions (assets) at beginning of year2012-12-31$18,567,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,476,201
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 name2012-12-31BOURGEOIS BENNETT, LLC
Accountancy firm EIN2012-12-31720136870
2011 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$47,202,291
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,606,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,943,046
Expenses. Certain deemed distributions of participant loans2011-12-31$435,077
Value of total corrective distributions2011-12-31$3,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$57,642,547
Value of total assets at end of year2011-12-31$329,294,331
Value of total assets at beginning of year2011-12-31$301,698,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$225,145
Total interest from all sources2011-12-31$158,196
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,170,548
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$5,170,548
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$36,917,928
Participant contributions at end of year2011-12-31$5,165,761
Participant contributions at beginning of year2011-12-31$4,105,448
Participant contributions at end of year2011-12-31$317,903
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,364,362
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,523,657
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,148,698
Other income not declared elsewhere2011-12-31$-321,422
Administrative expenses (other) incurred2011-12-31$225,145
Total non interest bearing cash at end of year2011-12-31$7,625
Total non interest bearing cash at beginning of year2011-12-31$7,329
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$27,595,955
Value of net assets at end of year (total assets less liabilities)2011-12-31$329,294,331
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$301,698,376
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$246,984,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$204,449,576
Interest on participant loans2011-12-31$151,244
Value of interest in common/collective trusts at end of year2011-12-31$45,680,031
Value of interest in common/collective trusts at beginning of year2011-12-31$68,938,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,206,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$71,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$71,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,021,525
Net investment gain or loss from common/collective trusts2011-12-31$573,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,575,921
Employer contributions (assets) at end of year2011-12-31$18,567,416
Employer contributions (assets) at beginning of year2011-12-31$16,601,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,943,046
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 name2011-12-31POSTLETHWAITE AND NETTERVILLE APAC
Accountancy firm EIN2011-12-31721202445
2010 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,898
Total income from all sources (including contributions)2010-12-31$80,400,316
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,333,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,944,277
Expenses. Certain deemed distributions of participant loans2010-12-31$196,101
Value of total corrective distributions2010-12-31$3,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$49,089,838
Value of total assets at end of year2010-12-31$301,698,406
Value of total assets at beginning of year2010-12-31$238,634,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$189,859
Total interest from all sources2010-12-31$129,899
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,780,110
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$3,780,110
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$31,470,342
Participant contributions at end of year2010-12-31$4,105,448
Participant contributions at beginning of year2010-12-31$2,810,920
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,523,657
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,086,735
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,010,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,898
Other income not declared elsewhere2010-12-31$1,081,935
Administrative expenses (other) incurred2010-12-31$189,859
Total non interest bearing cash at end of year2010-12-31$7,329
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$63,066,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$301,698,406
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$238,632,029
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$204,449,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$167,963,516
Interest on participant loans2010-12-31$129,868
Value of interest in common/collective trusts at end of year2010-12-31$68,938,622
Value of interest in common/collective trusts at beginning of year2010-12-31$53,702,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$71,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$39,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$39,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,325,464
Net investment gain or loss from common/collective trusts2010-12-31$6,993,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,608,788
Employer contributions (assets) at end of year2010-12-31$16,601,891
Employer contributions (assets) at beginning of year2010-12-31$8,031,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,944,277
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,064,815
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,064,815
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 name2010-12-31POSTLETHWAITE AND NETTERVILLE APAC
Accountancy firm EIN2010-12-31721202445
2009 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OCHSNER CLINIC FOUNDATION 401(K) PLAN

2022: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OCHSNER CLINIC FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
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 1
Insurance contract or identification number55080
Number of Individuals Covered632
Insurance policy start date2022-10-24
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 Covered371
Insurance policy start date2022-12-30
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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