OCHSNER CLINIC FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OCHSNER CLINIC FOUNDATION 401(K) PLAN
Measure | Date | Value |
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2022 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $17,744 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $17,744 |
Total transfer of assets to this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $111,733,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $109,720,697 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $1,885,488,107 |
Value of total assets at beginning of year | 2022-12-31 | $2,071,733,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,863,521 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $27,192,975 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $153,002,490 |
Participant contributions at end of year | 2022-12-31 | $21,506,988 |
Participant contributions at beginning of year | 2022-12-31 | $19,988,113 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $36,394,101 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $18,566,008 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $-9,843,401 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $775,354,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $903,926,226 |
Interest on participant loans | 2022-12-31 | $949,438 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $973,136,771 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,025,151,789 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,977,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-176,957,083 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $54,792,063 |
Employer contributions (assets) at end of year | 2022-12-31 | $54,552,077 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $46,375,641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $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 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $81,404,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $79,816,184 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $2,071,733,151 |
Value of total assets at beginning of year | 2021-12-31 | $1,526,549,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,582,637 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $31,754,085 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $121,344,759 |
Participant contributions at end of year | 2021-12-31 | $19,988,113 |
Participant contributions at beginning of year | 2021-12-31 | $16,678,875 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $76,291,382 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $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 elsewhere | 2021-12-31 | $4,819,914 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $903,926,226 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $593,338,952 |
Interest on participant loans | 2021-12-31 | $825,666 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,025,151,789 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $114,905,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $46,380,301 |
Employer contributions (assets) at end of year | 2021-12-31 | $46,375,641 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $38,436,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $79,761,061 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARR, RIGGS & INGRAM |
Accountancy firm EIN | 2021-12-31 | 721396621 |
2020 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $81,544,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $80,289,006 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $1,526,549,143 |
Value of total assets at beginning of year | 2020-12-31 | $1,263,542,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,248,272 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $14,857,675 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $103,345,641 |
Participant contributions at end of year | 2020-12-31 | $16,678,875 |
Participant contributions at beginning of year | 2020-12-31 | $17,494,713 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $34,928,507 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 elsewhere | 2020-12-31 | $7,726,076 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $593,338,952 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $522,286,093 |
Interest on participant loans | 2020-12-31 | $943,620 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $843,166,058 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $107,687,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $36,595,405 |
Employer contributions (assets) at end of year | 2020-12-31 | $38,436,751 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $35,988,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $80,189,324 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CARR, RIGGS & INGRAM |
Accountancy firm EIN | 2020-12-31 | 721396621 |
2019 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $64,727,357 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $63,636,516 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $1,263,542,694 |
Value of total assets at beginning of year | 2019-12-31 | $981,299,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,073,213 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $20,179,380 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $91,225,487 |
Participant contributions at end of year | 2019-12-31 | $17,494,713 |
Participant contributions at beginning of year | 2019-12-31 | $15,753,865 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $27,046,873 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 elsewhere | 2019-12-31 | $5,319,744 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $522,286,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $413,902,681 |
Interest on participant loans | 2019-12-31 | $919,885 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $660,726,766 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $113,565,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $35,988,249 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,988,249 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $32,058,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $63,611,293 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARR, RIGGS & INGRAM |
Accountancy firm EIN | 2019-12-31 | 721396621 |
2018 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $53,569,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $52,793,157 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $981,299,575 |
Value of total assets at beginning of year | 2018-12-31 | $973,085,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $765,464 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $20,215,613 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $81,490,437 |
Participant contributions at end of year | 2018-12-31 | $15,753,865 |
Participant contributions at beginning of year | 2018-12-31 | $13,431,304 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $2,365,517 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $22,753,652 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 elsewhere | 2018-12-31 | $-1,408,406 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $413,902,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $417,504,171 |
Interest on participant loans | 2018-12-31 | $738,145 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $496,830,560 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-33,491,550 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $32,058,803 |
Employer contributions (assets) at end of year | 2018-12-31 | $32,058,817 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,073,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $52,782,855 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARR RIGGS & INGRAM |
Accountancy firm EIN | 2018-12-31 | 721396621 |
2017 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $41,512,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $40,858,692 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $973,085,929 |
Value of total assets at beginning of year | 2017-12-31 | $766,053,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $631,317 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $14,086,757 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $73,721,365 |
Participant contributions at end of year | 2017-12-31 | $13,431,304 |
Participant contributions at beginning of year | 2017-12-31 | $11,811,331 |
Participant contributions at end of year | 2017-12-31 | $2,365,517 |
Participant contributions at beginning of year | 2017-12-31 | $2,114,938 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $22,892,817 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 elsewhere | 2017-12-31 | $3,757,117 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $417,504,171 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $335,579,570 |
Interest on participant loans | 2017-12-31 | $520,599 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $486,818,697 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $71,014,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $30,073,423 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,073,423 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $25,728,492 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $40,821,745 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2017-12-31 | 720136870 |
2016 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $37,374,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $36,854,972 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $766,053,142 |
Value of total assets at beginning of year | 2016-12-31 | $652,839,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $501,528 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $11,071,874 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $65,444,477 |
Participant contributions at end of year | 2016-12-31 | $11,811,331 |
Participant contributions at beginning of year | 2016-12-31 | $11,143,863 |
Participant contributions at end of year | 2016-12-31 | $2,114,938 |
Participant contributions at beginning of year | 2016-12-31 | $1,839,494 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $18,333,706 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $935,610 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $335,579,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $292,463,284 |
Interest on participant loans | 2016-12-31 | $451,308 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $372,485,105 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $26,627,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $25,728,492 |
Employer contributions (assets) at end of year | 2016-12-31 | $25,728,492 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $24,802,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $36,853,756 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2016-12-31 | 720136870 |
2015 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,761,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $31,746,320 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $652,839,577 |
Value of total assets at beginning of year | 2015-12-31 | $604,407,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,009,584 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $14,111,477 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $58,754,678 |
Participant contributions at end of year | 2015-12-31 | $11,143,863 |
Participant contributions at beginning of year | 2015-12-31 | $10,237,497 |
Participant contributions at end of year | 2015-12-31 | $1,839,494 |
Participant contributions at beginning of year | 2015-12-31 | $511,810 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $17,750,737 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $11,594 |
Other income not declared elsewhere | 2015-12-31 | $-636,743 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $292,463,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $271,673,309 |
Interest on participant loans | 2015-12-31 | $400,510 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $304,839,265 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-3,916,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $24,848,913 |
Employer contributions (assets) at end of year | 2015-12-31 | $24,802,934 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $21,790,791 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $31,626,240 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2015-12-31 | 720136870 |
2014 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $34,954,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $34,458,228 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $604,407,408 |
Value of total assets at beginning of year | 2014-12-31 | $532,733,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $492,473 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $17,127,358 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $49,311,744 |
Participant contributions at end of year | 2014-12-31 | $10,237,497 |
Participant contributions at beginning of year | 2014-12-31 | $8,869,489 |
Participant contributions at end of year | 2014-12-31 | $511,810 |
Participant contributions at beginning of year | 2014-12-31 | $404,371 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $16,886,628 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $7,338 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $11,594 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $741,484 |
Administrative expenses (other) incurred | 2014-12-31 | $492,473 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $271,673,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $484,189,442 |
Interest on participant loans | 2014-12-31 | $309,061 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $283,307,373 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $5,100,586 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $12,259,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $21,815,485 |
Employer contributions (assets) at end of year | 2014-12-31 | $21,790,791 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $19,870,420 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $34,455,567 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2014-12-31 | 720136870 |
2013 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $30,313,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,360,722 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $636,761 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $532,733,731 |
Value of total assets at beginning of year | 2013-12-31 | $415,550,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $297,647 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $19,567,838 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $43,946,990 |
Participant contributions at end of year | 2013-12-31 | $8,869,489 |
Participant contributions at beginning of year | 2013-12-31 | $6,467,130 |
Participant contributions at end of year | 2013-12-31 | $404,371 |
Participant contributions at beginning of year | 2013-12-31 | $347,293 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $14,282,173 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $7,338 |
Other income not declared elsewhere | 2013-12-31 | $1,846,259 |
Administrative expenses (other) incurred | 2013-12-31 | $297,647 |
Total non interest bearing cash at end of year | 2013-12-31 | $9,912 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $484,189,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $373,351,832 |
Interest on participant loans | 2013-12-31 | $230,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $5,100,586 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,335,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $19,409,310 |
Employer contributions (assets) at end of year | 2013-12-31 | $19,870,420 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $20,040,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,360,722 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2013-12-31 | 720136870 |
2012 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $21,205,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $20,476,201 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $444,428 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $415,550,560 |
Value of total assets at beginning of year | 2012-12-31 | $329,294,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $270,213 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,789,161 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $41,641,265 |
Participant contributions at end of year | 2012-12-31 | $6,467,130 |
Participant contributions at beginning of year | 2012-12-31 | $5,165,761 |
Participant contributions at end of year | 2012-12-31 | $347,293 |
Participant contributions at beginning of year | 2012-12-31 | $317,903 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $10,999,715 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $8,364,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,797,280 |
Other income not declared elsewhere | 2012-12-31 | $929,385 |
Administrative expenses (other) incurred | 2012-12-31 | $270,213 |
Total non interest bearing cash at end of year | 2012-12-31 | $8,883 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $373,351,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $246,984,407 |
Interest on participant loans | 2012-12-31 | $177,536 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $45,680,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,335,161 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,206,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,116,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $20,040,546 |
Employer contributions (assets) at end of year | 2012-12-31 | $20,040,546 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,567,416 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $20,476,201 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2012-12-31 | 720136870 |
2011 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $19,606,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $18,943,046 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $435,077 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $329,294,331 |
Value of total assets at beginning of year | 2011-12-31 | $301,698,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $225,145 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $5,170,548 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $36,917,928 |
Participant contributions at end of year | 2011-12-31 | $5,165,761 |
Participant contributions at beginning of year | 2011-12-31 | $4,105,448 |
Participant contributions at end of year | 2011-12-31 | $317,903 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $8,364,362 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $7,523,657 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,148,698 |
Other income not declared elsewhere | 2011-12-31 | $-321,422 |
Administrative expenses (other) incurred | 2011-12-31 | $225,145 |
Total non interest bearing cash at end of year | 2011-12-31 | $7,625 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $246,984,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $204,449,576 |
Interest on participant loans | 2011-12-31 | $151,244 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $45,680,031 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $68,938,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,206,826 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $71,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $573,947 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,575,921 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,567,416 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $16,601,891 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $18,943,046 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | POSTLETHWAITE AND NETTERVILLE APAC |
Accountancy firm EIN | 2011-12-31 | 721202445 |
2010 : OCHSNER CLINIC FOUNDATION 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $17,333,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $16,944,277 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $196,101 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $301,698,406 |
Value of total assets at beginning of year | 2010-12-31 | $238,634,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $189,859 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,780,110 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $31,470,342 |
Participant contributions at end of year | 2010-12-31 | $4,105,448 |
Participant contributions at beginning of year | 2010-12-31 | $2,810,920 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $7,523,657 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $2,898 |
Other income not declared elsewhere | 2010-12-31 | $1,081,935 |
Administrative expenses (other) incurred | 2010-12-31 | $189,859 |
Total non interest bearing cash at end of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $204,449,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $167,963,516 |
Interest on participant loans | 2010-12-31 | $129,868 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $68,938,622 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $53,702,436 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $71,853 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $39,370 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $6,993,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $16,608,788 |
Employer contributions (assets) at end of year | 2010-12-31 | $16,601,891 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $8,031,950 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,944,277 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,064,815 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,064,815 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | POSTLETHWAITE AND NETTERVILLE APAC |
Accountancy firm EIN | 2010-12-31 | 721202445 |
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 securities | 2009-12-31 | $0 |