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CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 401k Plan overview

Plan NameCHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT
Plan identification number 008

CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT Benefits

No plan benefit data available

401k Sponsoring company profile

CHS/COMMUNITY HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHS/COMMUNITY HEALTH SYSTEMS, INC.
Employer identification number (EIN):760137985
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CHS/COMMUNITY HEALTH SYSTEMS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2057824

More information about CHS/COMMUNITY HEALTH SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082023-01-01
0082022-01-01
0082021-01-01
0082021-01-01
0082020-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-012018-10-15
0082016-01-012017-09-27
0082015-01-072016-10-17

Financial Data on CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT

Measure Date Value
2023 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$60,166,729
Total transfer of assets from this plan2023-12-31$75,553,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$172,353,687
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$1,043,935,576
Value of total assets at beginning of year2023-12-31$886,968,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,947,578
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,947,578
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of net income/loss2023-12-31$172,353,687
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,043,935,576
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$886,968,914
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$719,535,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$188,450,954
Value of interest in pooled separate accounts at end of year2023-12-31$66,532,100
Value of interest in pooled separate accounts at beginning of year2023-12-31$461,746,682
Value of interest in common/collective trusts at end of year2023-12-31$257,868,201
Value of interest in common/collective trusts at beginning of year2023-12-31$236,771,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$76,070,598
Net investment gain/loss from pooled separate accounts2023-12-31$32,269,703
Net investment gain or loss from common/collective trusts2023-12-31$60,065,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Did the plan have assets held for investment2023-12-31Yes
2022 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$60,855,826
Total transfer of assets from this plan2022-12-31$136,303,239
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$0
Total income from all sources (including contributions)2022-12-31$-225,014,774
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$886,968,914
Value of total assets at beginning of year2022-12-31$1,187,431,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,514,043
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,514,043
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of net income/loss2022-12-31$-225,014,774
Value of net assets at end of year (total assets less liabilities)2022-12-31$886,968,914
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,187,431,101
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$188,450,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$233,336,714
Value of interest in pooled separate accounts at end of year2022-12-31$461,746,682
Value of interest in pooled separate accounts at beginning of year2022-12-31$603,436,803
Value of interest in common/collective trusts at end of year2022-12-31$236,771,278
Value of interest in common/collective trusts at beginning of year2022-12-31$350,657,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,021,429
Net investment gain/loss from pooled separate accounts2022-12-31$-81,500,952
Net investment gain or loss from common/collective trusts2022-12-31$-108,006,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Did the plan have assets held for investment2022-12-31Yes
2021 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$67,398,428
Total transfer of assets from this plan2021-12-31$156,602,998
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$174,044,449
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,187,431,101
Value of total assets at beginning of year2021-12-31$1,102,591,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,675,467
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,675,467
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of net income/loss2021-12-31$174,044,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,187,431,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,102,591,222
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$233,336,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$148,625,524
Value of interest in pooled separate accounts at end of year2021-12-31$603,436,803
Value of interest in pooled separate accounts at beginning of year2021-12-31$507,345,176
Value of interest in common/collective trusts at end of year2021-12-31$350,657,584
Value of interest in common/collective trusts at beginning of year2021-12-31$446,620,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,064,605
Net investment gain/loss from pooled separate accounts2021-12-31$115,508,177
Net investment gain or loss from common/collective trusts2021-12-31$48,796,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Did the plan have assets held for investment2021-12-31Yes
2020 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$67,724,139
Total transfer of assets from this plan2020-12-31$132,528,243
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$161,641,583
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,102,591,222
Value of total assets at beginning of year2020-12-31$1,005,753,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$720,924
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$720,924
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of net income/loss2020-12-31$161,641,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,102,591,222
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,005,753,743
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$148,625,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$139,652,328
Value of interest in pooled separate accounts at end of year2020-12-31$507,345,176
Value of interest in pooled separate accounts at beginning of year2020-12-31$466,150,355
Value of interest in common/collective trusts at end of year2020-12-31$446,620,522
Value of interest in common/collective trusts at beginning of year2020-12-31$399,951,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,895,604
Net investment gain/loss from pooled separate accounts2020-12-31$82,333,406
Net investment gain or loss from common/collective trusts2020-12-31$55,691,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
2019 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2
Total unrealized appreciation/depreciation of assets2019-12-31$2
Total transfer of assets to this plan2019-12-31$82,718,587
Total transfer of assets from this plan2019-12-31$137,447,279
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$211,057,480
Total loss/gain on sale of assets2019-12-31$1,159
Total of all expenses incurred2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,005,753,743
Value of total assets at beginning of year2019-12-31$849,424,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,370,061
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,370,061
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of net income/loss2019-12-31$211,057,480
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,005,753,743
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$849,424,955
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$139,652,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,178,008
Value of interest in pooled separate accounts at end of year2019-12-31$466,150,355
Value of interest in pooled separate accounts at beginning of year2019-12-31$379,227,079
Value of interest in common/collective trusts at end of year2019-12-31$399,951,060
Value of interest in common/collective trusts at beginning of year2019-12-31$355,018,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,868,197
Net investment gain/loss from pooled separate accounts2019-12-31$107,531,949
Net investment gain or loss from common/collective trusts2019-12-31$73,286,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$1,744
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$2,905
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,746
2018 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-27,510
Total unrealized appreciation/depreciation of assets2018-12-31$-27,510
Total transfer of assets to this plan2018-12-31$91,780,937
Total transfer of assets from this plan2018-12-31$159,197,611
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$0
Total income from all sources (including contributions)2018-12-31$-59,590,034
Total loss/gain on sale of assets2018-12-31$17,453
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$849,424,955
Value of total assets at beginning of year2018-12-31$976,431,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,440,173
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,440,173
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of net income/loss2018-12-31$-59,590,034
Value of net assets at end of year (total assets less liabilities)2018-12-31$849,424,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$976,431,663
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$115,178,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$395,785,969
Value of interest in pooled separate accounts at end of year2018-12-31$379,227,079
Value of interest in pooled separate accounts at beginning of year2018-12-31$404,554,598
Value of interest in common/collective trusts at end of year2018-12-31$355,018,124
Value of interest in common/collective trusts at beginning of year2018-12-31$176,074,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,895,930
Net investment gain/loss from pooled separate accounts2018-12-31$-32,535,464
Net investment gain or loss from common/collective trusts2018-12-31$-11,588,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,744
Assets. Invements in employer securities at beginning of year2018-12-31$16,739
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$50,606
Aggregate carrying amount (costs) on sale of assets2018-12-31$33,153
2017 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,059
Total unrealized appreciation/depreciation of assets2017-12-31$6,059
Total transfer of assets to this plan2017-12-31$98,951,051
Total transfer of assets from this plan2017-12-31$180,218,511
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$152,063,997
Total loss/gain on sale of assets2017-12-31$3,006
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$976,431,663
Value of total assets at beginning of year2017-12-31$905,635,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,035,990
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,035,990
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of net income/loss2017-12-31$152,063,997
Value of net assets at end of year (total assets less liabilities)2017-12-31$976,431,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$905,635,126
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$395,785,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$366,921,444
Value of interest in pooled separate accounts at end of year2017-12-31$404,554,598
Value of interest in pooled separate accounts at beginning of year2017-12-31$349,433,182
Value of interest in common/collective trusts at end of year2017-12-31$176,074,357
Value of interest in common/collective trusts at beginning of year2017-12-31$189,267,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,931,779
Net investment gain/loss from pooled separate accounts2017-12-31$65,970,607
Net investment gain or loss from common/collective trusts2017-12-31$9,116,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$16,739
Assets. Invements in employer securities at beginning of year2017-12-31$12,922
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$5,363
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,357
2016 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-36,404
Total unrealized appreciation/depreciation of assets2016-12-31$-36,404
Total transfer of assets to this plan2016-12-31$101,722,966
Total transfer of assets from this plan2016-12-31$196,350,235
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$74,175,803
Total loss/gain on sale of assets2016-12-31$-1,023
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$905,635,126
Value of total assets at beginning of year2016-12-31$926,086,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,991,229
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,991,229
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of net income/loss2016-12-31$74,175,803
Value of net assets at end of year (total assets less liabilities)2016-12-31$905,635,126
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$926,086,592
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$366,921,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$398,507,757
Value of interest in pooled separate accounts at end of year2016-12-31$349,433,182
Value of interest in pooled separate accounts at beginning of year2016-12-31$334,964,966
Value of interest in common/collective trusts at end of year2016-12-31$189,267,578
Value of interest in common/collective trusts at beginning of year2016-12-31$192,584,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,413,352
Net investment gain/loss from pooled separate accounts2016-12-31$43,736,309
Net investment gain or loss from common/collective trusts2016-12-31$10,072,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$12,922
Assets. Invements in employer securities at beginning of year2016-12-31$28,968
Did the plan have assets held for investment2016-12-31Yes
Aggregate proceeds on sale of assets2016-12-31$2,587
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,610
2015 : CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,442,853
Total unrealized appreciation/depreciation of assets2015-12-31$1,442,853
Total transfer of assets to this plan2015-12-31$1,094,380,796
Total transfer of assets from this plan2015-12-31$156,330,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-11,963,633
Total loss/gain on sale of assets2015-12-31$-4,281,479
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$926,086,592
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,386,224
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,386,224
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of net income/loss2015-12-31$-11,963,633
Value of net assets at end of year (total assets less liabilities)2015-12-31$926,086,592
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$398,507,757
Value of interest in pooled separate accounts at end of year2015-12-31$334,964,966
Value of interest in common/collective trusts at end of year2015-12-31$192,584,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,534,615
Net investment gain/loss from pooled separate accounts2015-12-31$-2,657,023
Net investment gain or loss from common/collective trusts2015-12-31$-4,319,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$28,968
Did the plan have assets held for investment2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$54,772,709
Aggregate carrying amount (costs) on sale of assets2015-12-31$59,054,188

Form 5500 Responses for CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT

2023: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2022: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
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
2021: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
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
2020: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedYes
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
2019: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
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
2018: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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
2017: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
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
2016: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
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
2015: CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT 2015 form 5500 responses
2015-01-07Type of plan entityDFE (Diect Filing Entity)
2015-01-07First time form 5500 has been submittedYes
2015-01-07Submission has been amendedNo
2015-01-07This submission is the final filingNo
2015-01-07This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-07Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered2301
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 1
Insurance contract or identification number805027
Number of Individuals Covered91012
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered2535
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 1
Insurance contract or identification number805027
Number of Individuals Covered93005
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 1
Insurance contract or identification number805027
Number of Individuals Covered93131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered2608
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 1
Insurance contract or identification number456816
Number of Individuals Covered2888
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 2
Insurance contract or identification number805027
Number of Individuals Covered95121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered2888
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 1
Insurance contract or identification number805027
Number of Individuals Covered95121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 3
Insurance contract or identification number805027
Number of Individuals Covered101332
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered3126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621239
Policy instance 1
Insurance contract or identification number621239
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-20
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621239
Policy instance 1
Insurance contract or identification number621239
Number of Individuals Covered2706
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 2
Insurance contract or identification number456816
Number of Individuals Covered3367
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 3
Insurance contract or identification number805027
Number of Individuals Covered110995
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710384
Policy instance 4
Insurance contract or identification number710384
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710384
Policy instance 5
Insurance contract or identification number710384
Number of Individuals Covered567
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 1
Insurance contract or identification number616253
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621239
Policy instance 2
Insurance contract or identification number621239
Number of Individuals Covered28813
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 3
Insurance contract or identification number456816
Number of Individuals Covered3310
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 4
Insurance contract or identification number805027
Number of Individuals Covered112770
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number710384
Policy instance 7
Insurance contract or identification number710384
Number of Individuals Covered1102
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621239
Policy instance 6
Insurance contract or identification number621239
Number of Individuals Covered43991
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616253
Policy instance 5
Insurance contract or identification number616253
Number of Individuals Covered729
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456816
Policy instance 4
Insurance contract or identification number456816
Number of Individuals Covered7215
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520762
Policy instance 3
Insurance contract or identification number520762
Number of Individuals Covered4
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number456976
Policy instance 2
Insurance contract or identification number456976
Number of Individuals Covered0
Insurance policy start date2015-01-07
Insurance policy end date2015-12-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number805027
Policy instance 1
Insurance contract or identification number805027
Number of Individuals Covered102298
Insurance policy start date2015-01-07
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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