MEDVEST INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL
401k plan membership statisitcs for THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL
| Measure | Date | Value |
|---|
| 2022: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| 2021: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
| Total of all active and inactive participants | 2021-01-01 | 54 |
| Total participants | 2021-01-01 | 54 |
| Number of participants with account balances | 2021-01-01 | 30 |
| 2020: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 19 |
| Total of all active and inactive participants | 2020-01-01 | 56 |
| Total participants | 2020-01-01 | 56 |
| Number of participants with account balances | 2020-01-01 | 33 |
| 2019: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 57 |
| Total participants | 2019-01-01 | 57 |
| Number of participants with account balances | 2019-01-01 | 34 |
| 2018: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
| Total of all active and inactive participants | 2018-01-01 | 61 |
| Total participants | 2018-01-01 | 61 |
| Number of participants with account balances | 2018-01-01 | 37 |
| 2017: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 67 |
| Total participants | 2017-01-01 | 67 |
| Number of participants with account balances | 2017-01-01 | 40 |
| 2016: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
| Total of all active and inactive participants | 2016-01-01 | 66 |
| Total participants | 2016-01-01 | 66 |
| Number of participants with account balances | 2016-01-01 | 39 |
| 2015: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
| Total of all active and inactive participants | 2015-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 71 |
| Number of participants with account balances | 2015-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 27 |
| Total of all active and inactive participants | 2014-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 49 |
| Number of participants with account balances | 2014-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 28 |
| Total of all active and inactive participants | 2013-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 53 |
| Number of participants with account balances | 2013-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
| Total of all active and inactive participants | 2012-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 55 |
| Number of participants with account balances | 2012-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
| Total of all active and inactive participants | 2011-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 62 |
| Number of participants with account balances | 2011-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 31 |
| Total of all active and inactive participants | 2009-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 64 |
| Number of participants with account balances | 2009-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-16 | $0 |
| Total plan liabilities at end of year | 2022-12-16 | $0 |
| Total plan liabilities at beginning of year | 2022-12-16 | $0 |
| Total income from all sources | 2022-12-16 | $-296,522 |
| Expenses. Total of all expenses incurred | 2022-12-16 | $1,568,777 |
| Benefits paid (including direct rollovers) | 2022-12-16 | $1,533,396 |
| Total plan assets at end of year | 2022-12-16 | $0 |
| Total plan assets at beginning of year | 2022-12-16 | $1,865,299 |
| Value of fidelity bond covering the plan | 2022-12-16 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-16 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-16 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-16 | $0 |
| Other income received | 2022-12-16 | $-296,522 |
| Noncash contributions received | 2022-12-16 | $0 |
| Net income (gross income less expenses) | 2022-12-16 | $-1,865,299 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-16 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-16 | $1,865,299 |
| Total contributions received or receivable from employer(s) | 2022-12-16 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-16 | $0 |
| Value of corrective distributions | 2022-12-16 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-16 | $35,381 |
| 2021 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $213,129 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $68,569 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $65,103 |
| Total plan assets at end of year | 2021-12-31 | $1,865,299 |
| Total plan assets at beginning of year | 2021-12-31 | $1,720,739 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $213,129 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $144,560 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,865,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,720,739 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,466 |
| 2020 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $238 |
| Total income from all sources | 2020-12-31 | $233,088 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $83,975 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $83,101 |
| Total plan assets at end of year | 2020-12-31 | $1,720,739 |
| Total plan assets at beginning of year | 2020-12-31 | $1,571,864 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $233,088 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $149,113 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,720,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,571,626 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $874 |
| 2019 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $238 |
| Total plan liabilities at beginning of year | 2019-12-31 | $903 |
| Total income from all sources | 2019-12-31 | $224,880 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $24,544 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $23,471 |
| Total plan assets at end of year | 2019-12-31 | $1,571,864 |
| Total plan assets at beginning of year | 2019-12-31 | $1,372,193 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $224,880 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $200,336 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,571,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,371,290 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,073 |
| 2018 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $903 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-31,680 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $199,683 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $199,671 |
| Total plan assets at end of year | 2018-12-31 | $1,372,193 |
| Total plan assets at beginning of year | 2018-12-31 | $1,602,653 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-31,680 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-231,363 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,371,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,602,653 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $12 |
| 2017 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $65 |
| Total income from all sources | 2017-12-31 | $230,389 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $124,449 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $124,344 |
| Total plan assets at end of year | 2017-12-31 | $1,602,653 |
| Total plan assets at beginning of year | 2017-12-31 | $1,496,778 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $230,389 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $105,940 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,602,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,496,713 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $105 |
| 2016 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $65 |
| Total plan liabilities at beginning of year | 2016-12-31 | $267 |
| Total income from all sources | 2016-12-31 | $118,870 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $338,080 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $337,999 |
| Total plan assets at end of year | 2016-12-31 | $1,496,778 |
| Total plan assets at beginning of year | 2016-12-31 | $1,716,190 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $118,870 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-219,210 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,496,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,715,923 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $81 |
| 2015 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $267 |
| Total plan liabilities at beginning of year | 2015-12-31 | $111 |
| Total income from all sources | 2015-12-31 | $36,733 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $303,031 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $302,931 |
| Total plan assets at end of year | 2015-12-31 | $1,716,190 |
| Total plan assets at beginning of year | 2015-12-31 | $1,982,332 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $36,733 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-266,298 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,715,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,982,221 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $100 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $111 |
| Total plan liabilities at beginning of year | 2014-12-31 | $472 |
| Total income from all sources | 2014-12-31 | $168,466 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $228,022 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $227,952 |
| Total plan assets at end of year | 2014-12-31 | $1,982,332 |
| Total plan assets at beginning of year | 2014-12-31 | $2,042,249 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $168,466 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-59,556 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,982,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,041,777 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $70 |
| 2013 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $472 |
| Total plan liabilities at beginning of year | 2013-12-31 | $142 |
| Total income from all sources | 2013-12-31 | $309,636 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $29,680 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $29,621 |
| Total plan assets at end of year | 2013-12-31 | $2,042,249 |
| Total plan assets at beginning of year | 2013-12-31 | $1,761,963 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $309,636 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $279,956 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,041,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,761,821 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $59 |
| 2012 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $142 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $180,900 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $218,244 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $218,163 |
| Total plan assets at end of year | 2012-12-31 | $1,761,963 |
| Total plan assets at beginning of year | 2012-12-31 | $1,799,165 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $180,900 |
| Net income (gross income less expenses) | 2012-12-31 | $-37,344 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,761,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,799,165 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $81 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,691 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $188,937 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $188,865 |
| Total plan assets at end of year | 2011-12-31 | $1,799,165 |
| Total plan assets at beginning of year | 2011-12-31 | $1,979,411 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Other income received | 2011-12-31 | $8,691 |
| Net income (gross income less expenses) | 2011-12-31 | $-180,246 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,799,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,979,411 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $72 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $201,540 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $142 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $140 |
| Total plan assets at end of year | 2010-12-31 | $1,979,411 |
| Total plan assets at beginning of year | 2010-12-31 | $1,778,013 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Other income received | 2010-12-31 | $201,540 |
| Net income (gross income less expenses) | 2010-12-31 | $201,398 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,979,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,778,013 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 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 |
| 2022: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE NON-EXEMPT 401(K) PLAN AND TRUST OF THE METHODIST HOSPITAL 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 1 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | FA080016 |
| Policy instance | 1 |
| Insurance contract or identification number | FA080016 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060133 |
| Policy instance | 3 |
| Insurance contract or identification number | 060133 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060140 |
| Policy instance | 2 |
| Insurance contract or identification number | 060140 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | FA080016 |
| Policy instance | 1 |
| Insurance contract or identification number | FA080016 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060140 |
| Policy instance | 2 |
| Insurance contract or identification number | 060140 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 060140 |
| Policy instance | 1 |
| Insurance contract or identification number | 060140 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | FA080016 |
| Policy instance | 2 |
| Insurance contract or identification number | FA080016 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
