Logo

SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number 001

SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

SOUTH LYON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTH LYON MEDICAL CENTER
Employer identification number (EIN):880256932
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TONI INSERRA
0012016-01-01TONI INSERRA
0012015-01-01TONI INSERRA
0012014-01-01TONI INSERRA
0012013-01-01TONI INSERRA
0012012-01-01TONI INSERRA
0012011-01-01KRISTINE BECK
0012010-01-01SCOTT GOODIN
0012009-01-01SCOTT GOODIN
0012009-01-01ANNE ERKKILA

Plan Statistics for SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01201
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01206
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01202
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01210
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01215
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01214
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01216
Number of participants with account balances2018-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01231
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01220
Number of participants with account balances2015-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01171
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01216
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01234
Number of participants with account balances2013-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01224
Total number of active participants reported on line 7a of the Form 55002012-01-01186
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01233
Number of participants with account balances2012-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01224
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01230
Total number of active participants reported on line 7a of the Form 55002010-01-01162
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01211
Number of participants with account balances2010-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01182
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01230
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-363,301
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$286,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$251,602
Value of total corrective distributions2022-12-31$2,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$403,228
Value of total assets at end of year2022-12-31$4,141,781
Value of total assets at beginning of year2022-12-31$4,791,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,928
Total interest from all sources2022-12-31$4,047
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$126,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$126,107
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$289,504
Participant contributions at end of year2022-12-31$84,884
Participant contributions at beginning of year2022-12-31$64,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-650,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,141,781
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,791,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,044,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,712,116
Interest on participant loans2022-12-31$3,794
Interest earned on other investments2022-12-31$252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-896,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$113,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$251,602
Contract administrator fees2022-12-31$18,627
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$900,274
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$152,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$117,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$404,841
Value of total assets at end of year2021-12-31$4,791,790
Value of total assets at beginning of year2021-12-31$4,044,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,594
Total interest from all sources2021-12-31$3,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$639,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$639,796
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$281,430
Participant contributions at end of year2021-12-31$64,784
Participant contributions at beginning of year2021-12-31$66,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$747,316
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,791,790
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,044,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,712,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,967,836
Interest on participant loans2021-12-31$3,511
Interest earned on other investments2021-12-31$231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-148,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$123,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$117,364
Contract administrator fees2021-12-31$20,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$966,365
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,261,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,228,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$445,726
Value of total assets at end of year2020-12-31$4,044,474
Value of total assets at beginning of year2020-12-31$4,339,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,391
Total interest from all sources2020-12-31$4,514
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$134,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$134,805
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$297,813
Participant contributions at end of year2020-12-31$66,509
Participant contributions at beginning of year2020-12-31$97,841
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-295,008
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,044,474
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,339,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,967,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,236,681
Interest on participant loans2020-12-31$4,346
Interest earned on other investments2020-12-31$167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$381,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$139,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,228,982
Contract administrator fees2020-12-31$18,362
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,071,001
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$119,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$83,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,221
Value of total assets at end of year2019-12-31$4,339,482
Value of total assets at beginning of year2019-12-31$3,387,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,884
Total interest from all sources2019-12-31$4,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$115,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$115,209
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$258,472
Participant contributions at end of year2019-12-31$97,841
Participant contributions at beginning of year2019-12-31$107,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$951,616
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,339,482
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,387,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,236,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,280,728
Interest on participant loans2019-12-31$4,906
Interest earned on other investments2019-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$577,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$83,501
Contract administrator fees2019-12-31$19,308
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$165,037
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$361,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$330,837
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$355,710
Value of total assets at end of year2018-12-31$3,387,866
Value of total assets at beginning of year2018-12-31$3,584,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,145
Total interest from all sources2018-12-31$6,513
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$109,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$109,037
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$237,277
Participant contributions at end of year2018-12-31$107,138
Participant contributions at beginning of year2018-12-31$124,986
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-196,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,387,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,584,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,280,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,444,667
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$6,513
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-306,223
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,432
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$330,837
Contract administrator fees2018-12-31$31,145
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$810,230
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$392,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$370,759
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$327,886
Value of total assets at end of year2017-12-31$3,584,811
Value of total assets at beginning of year2017-12-31$3,166,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,373
Total interest from all sources2017-12-31$5,289
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$83,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$83,381
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$225,191
Participant contributions at end of year2017-12-31$124,986
Participant contributions at beginning of year2017-12-31$98,292
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$418,098
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,584,811
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,166,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,444,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,068,421
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$5,289
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$393,674
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$90,246
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$370,759
Contract administrator fees2017-12-31$21,373
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$496,332
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$610,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$609,109
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$358,832
Value of total assets at end of year2016-12-31$3,166,713
Value of total assets at beginning of year2016-12-31$3,281,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,788
Total interest from all sources2016-12-31$4,054
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,673
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$215,608
Participant contributions at end of year2016-12-31$98,292
Participant contributions at beginning of year2016-12-31$144,974
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-114,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,166,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,281,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,068,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,405,510
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,535
Interest on participant loans2016-12-31$4,054
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$705,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$89,073
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$609,109
Contract administrator fees2016-12-31$1,788
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$346,649
Total of all expenses incurred2015-12-31$805,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$804,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$334,759
Value of total assets at end of year2015-12-31$3,281,278
Value of total assets at beginning of year2015-12-31$3,739,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,125
Total interest from all sources2015-12-31$28,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$227,604
Participant contributions at end of year2015-12-31$144,974
Participant contributions at beginning of year2015-12-31$117,920
Participant contributions at end of year2015-12-31$7,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$132
Administrative expenses (other) incurred2015-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-458,517
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,281,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,739,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,405,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,833,991
Value of interest in pooled separate accounts at end of year2015-12-31$13,535
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,583
Interest on participant loans2015-12-31$4,418
Interest earned on other investments2015-12-31$23,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$705,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$773,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,888
Net investment gain/loss from pooled separate accounts2015-12-31$425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$107,155
Employer contributions (assets) at end of year2015-12-31$3,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$804,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$458,845
Total of all expenses incurred2014-12-31$92,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$86,403
Expenses. Certain deemed distributions of participant loans2014-12-31$342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$313,340
Value of total assets at end of year2014-12-31$3,739,795
Value of total assets at beginning of year2014-12-31$3,373,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,395
Total interest from all sources2014-12-31$29,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$200,294
Participant contributions at end of year2014-12-31$117,920
Participant contributions at beginning of year2014-12-31$122,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$83
Administrative expenses (other) incurred2014-12-31$5,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$366,705
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,739,795
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,373,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,833,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,511,281
Value of interest in pooled separate accounts at end of year2014-12-31$14,583
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,756
Interest on participant loans2014-12-31$4,418
Interest earned on other investments2014-12-31$25,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$773,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$725,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$115,117
Net investment gain/loss from pooled separate accounts2014-12-31$420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$113,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$86,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$700,262
Total of all expenses incurred2013-12-31$363,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$356,277
Expenses. Certain deemed distributions of participant loans2013-12-31$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$330,730
Value of total assets at end of year2013-12-31$3,373,090
Value of total assets at beginning of year2013-12-31$3,036,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,723
Total interest from all sources2013-12-31$28,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$208,593
Participant contributions at end of year2013-12-31$122,630
Participant contributions at beginning of year2013-12-31$137,583
Participant contributions at beginning of year2013-12-31$7,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$83
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$304
Administrative expenses (other) incurred2013-12-31$5,723
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$336,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,373,090
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,036,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,511,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,131,179
Value of interest in pooled separate accounts at end of year2013-12-31$13,756
Value of interest in pooled separate accounts at beginning of year2013-12-31$23,531
Interest on participant loans2013-12-31$3,968
Interest earned on other investments2013-12-31$24,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$725,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$731,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$340,833
Net investment gain/loss from pooled separate accounts2013-12-31$457
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$122,137
Employer contributions (assets) at beginning of year2013-12-31$4,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$356,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$544,539
Total of all expenses incurred2012-12-31$447,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$427,101
Expenses. Certain deemed distributions of participant loans2012-12-31$14,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$316,387
Value of total assets at end of year2012-12-31$3,036,153
Value of total assets at beginning of year2012-12-31$2,938,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,719
Total interest from all sources2012-12-31$30,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$207,340
Participant contributions at end of year2012-12-31$137,583
Participant contributions at beginning of year2012-12-31$173,373
Participant contributions at end of year2012-12-31$7,429
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$118
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$304
Administrative expenses (other) incurred2012-12-31$5,719
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$97,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,036,153
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,938,920
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$2,131,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,025,986
Value of interest in pooled separate accounts at end of year2012-12-31$23,531
Value of interest in pooled separate accounts at beginning of year2012-12-31$26,617
Interest on participant loans2012-12-31$5,374
Interest earned on other investments2012-12-31$25,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$731,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$712,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$196,730
Net investment gain/loss from pooled separate accounts2012-12-31$837
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$108,929
Employer contributions (assets) at end of year2012-12-31$4,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$427,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$349,484
Total of all expenses incurred2011-12-31$265,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$320,654
Value of total assets at end of year2011-12-31$2,938,920
Value of total assets at beginning of year2011-12-31$2,854,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,564
Total interest from all sources2011-12-31$29,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$198,637
Participant contributions at end of year2011-12-31$173,373
Participant contributions at beginning of year2011-12-31$116,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$136
Administrative expenses (other) incurred2011-12-31$2,564
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$84,201
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,938,920
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,854,719
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$2,025,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,067,472
Value of interest in pooled separate accounts at end of year2011-12-31$26,617
Value of interest in pooled separate accounts at beginning of year2011-12-31$35,206
Interest on participant loans2011-12-31$6,665
Interest earned on other investments2011-12-31$22,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$712,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$635,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,181
Net investment gain/loss from pooled separate accounts2011-12-31$798
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$122,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,719
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$541,560
Total of all expenses incurred2010-12-31$404,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$402,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$330,163
Value of total assets at end of year2010-12-31$2,854,719
Value of total assets at beginning of year2010-12-31$2,717,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,930
Total interest from all sources2010-12-31$28,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$183,904
Participant contributions at end of year2010-12-31$116,648
Participant contributions at beginning of year2010-12-31$133,851
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$136
Administrative expenses (other) incurred2010-12-31$1,930
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$137,087
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,854,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,717,632
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$2,067,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,906,932
Value of interest in pooled separate accounts at end of year2010-12-31$35,206
Value of interest in pooled separate accounts at beginning of year2010-12-31$32,108
Interest on participant loans2010-12-31$7,818
Interest earned on other investments2010-12-31$21,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$635,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$644,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$181,573
Net investment gain/loss from pooled separate accounts2010-12-31$971
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$127,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$402,543
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

2022: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH LYON MEDICAL CENTER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number127-0160-1
Policy instance 1
Insurance contract or identification number127-0160-1
Number of Individuals Covered206
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 Administration1
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number127-0160-1
Policy instance 1
Insurance contract or identification number127-0160-1
Number of Individuals Covered202
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 Administration1
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number127-0160-1
Policy instance 1
Insurance contract or identification number127-0160-1
Number of Individuals Covered215
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number127-0160-1
Policy instance 1
Insurance contract or identification number127-0160-1
Number of Individuals Covered214
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,189
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number127-0160-1
Policy instance 1
Insurance contract or identification number127-0160-1
Number of Individuals Covered231
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,023
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $12,023
Insurance broker organization code?3
Insurance broker nameROBIN T. DESOTA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered177
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered183
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered219
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered205
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068690
Policy instance 1
Insurance contract or identification numberFA068690
Number of Individuals Covered207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1