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SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN C. LINCOLN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. LINCOLN HOSPITAL
Employer identification number (EIN):860117301
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01WENDY CRAWFORD2017-10-13
0012015-01-01WENDY CRAWFORD2016-10-14
0012014-01-01TODD LAPORTE2015-10-09
0012013-01-01CAROL HENDERSON
0012012-01-01FRANK CUMMINS
0012011-01-01FRANK CUMMINS
0012010-01-01JULIE GARRETT JULIE GARRETT2011-10-14
0012009-01-01JULIE GARRETT JULIE GARRETT2010-10-15
0012009-01-01JULIE GARRETT JULIE GARRETT2013-08-16
0012009-01-01FRANK CUMMINS FRANK CUMMINS2010-08-11

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK

Measure Date Value
2013: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2013 401k membership
Total participants, beginning-of-year2013-01-01100
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Total of all active and inactive participants2013-01-0191
Total participants2013-01-0191
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Total of all active and inactive participants2012-01-01100
Total participants2012-01-01100
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2010 401k membership
Total participants, beginning-of-year2010-01-01125
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01121
Number of participants with account balances2010-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01125
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK

Measure Date Value
2013 : SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$34,095,756
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,939,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,831,574
Expenses. Certain deemed distributions of participant loans2013-12-31$-57,696
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,520,143
Value of total assets at end of year2013-12-31$128,039,855
Value of total assets at beginning of year2013-12-31$106,883,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,890
Total interest from all sources2013-12-31$146,399
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,417,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,417,123
Administrative expenses professional fees incurred2013-12-31$165,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,932,917
Participant contributions at end of year2013-12-31$3,601,626
Participant contributions at beginning of year2013-12-31$3,302,595
Assets. Other investments not covered elsewhere at end of year2013-12-31$793,822
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$713,072
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,617,621
Other income not declared elsewhere2013-12-31$8,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,155,988
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,039,855
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$106,883,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$102,423,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$82,295,434
Interest on participant loans2013-12-31$146,399
Interest earned on other investments2013-12-31$14,316
Value of interest in common/collective trusts at end of year2013-12-31$22,014,995
Value of interest in common/collective trusts at beginning of year2013-12-31$21,285,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$510,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$487,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,724,083
Net investment gain or loss from common/collective trusts2013-12-31$279,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,969,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,831,574
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$21,945,330
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,666,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,500,905
Expenses. Certain deemed distributions of participant loans2012-12-31$31,829
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,221,437
Value of total assets at end of year2012-12-31$106,883,867
Value of total assets at beginning of year2012-12-31$95,605,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,167
Total interest from all sources2012-12-31$145,972
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,106,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,106,646
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,642,498
Participant contributions at end of year2012-12-31$3,302,595
Participant contributions at beginning of year2012-12-31$3,469,412
Assets. Other investments not covered elsewhere at end of year2012-12-31$713,072
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$711,478
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$239,745
Other income not declared elsewhere2012-12-31$3,926
Administrative expenses (other) incurred2012-12-31$134,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,278,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$106,883,867
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,605,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$82,295,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,223,580
Income. Interest from loans (other than to participants)2012-12-31$145,972
Interest earned on other investments2012-12-31$15,479
Value of interest in common/collective trusts at end of year2012-12-31$21,285,838
Value of interest in common/collective trusts at beginning of year2012-12-31$20,912,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$487,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$539,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,123,816
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$343,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,339,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,500,905
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,090,068
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,532,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,388,546
Expenses. Certain deemed distributions of participant loans2011-12-31$25,867
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,240,388
Value of total assets at end of year2011-12-31$95,605,438
Value of total assets at beginning of year2011-12-31$96,048,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$118,451
Total interest from all sources2011-12-31$155,008
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,274,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,274,396
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,518,378
Participant contributions at end of year2011-12-31$3,469,412
Participant contributions at beginning of year2011-12-31$3,305,818
Assets. Other investments not covered elsewhere at end of year2011-12-31$711,478
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$811,415
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$261,311
Other income not declared elsewhere2011-12-31$111,995
Administrative expenses (other) incurred2011-12-31$118,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-442,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,605,438
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$96,048,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,223,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$73,210,087
Interest on participant loans2011-12-31$155,008
Interest earned on other investments2011-12-31$17,181
Value of interest in common/collective trusts at end of year2011-12-31$20,912,446
Value of interest in common/collective trusts at beginning of year2011-12-31$19,532,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$539,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$587,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,099,922
Net investment gain or loss from common/collective trusts2011-12-31$408,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,460,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,388,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$110,635
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$128,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$128,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$1,398,897
Value of total assets at beginning of year2010-12-31$1,416,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$18,523
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,204,801
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$3,305,818
Participant contributions at beginning of year2010-12-31$2,328,928
Assets. Other investments not covered elsewhere at end of year2010-12-31$811,415
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$829,628
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$92,112
Administrative expenses (other) incurred2010-12-31$20,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-17,825
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,398,897
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,416,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$73,210,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,613,507
Interest on participant loans2010-12-31$138,695
Interest earned on other investments2010-12-31$18,523
Value of interest in common/collective trusts at end of year2010-12-31$19,532,329
Value of interest in common/collective trusts at beginning of year2010-12-31$18,026,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$587,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$587,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,965,293
Net investment gain or loss from common/collective trusts2010-12-31$484,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$128,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD
Accountancy firm EIN2010-12-31440160260
2009 : SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK

2013: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SECTION 403(B) RETIREMENT PLAN FOR JOHN C. LINCOLN HEALTH NETWORK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095053
Policy instance 1
Insurance contract or identification number1095053
Number of Individuals Covered91
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095053
Policy instance 1
Insurance contract or identification number1095053
Number of Individuals Covered100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095053
Policy instance 1
Insurance contract or identification number1095053
Number of Individuals Covered112
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095053
Policy instance 1
Insurance contract or identification number1095053
Number of Individuals Covered121
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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

Potentially related plans

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