Logo

SWEDISH HEALTH SERVICES PENSION PLAN 401k Plan overview

Plan NameSWEDISH HEALTH SERVICES PENSION PLAN
Plan identification number 001

SWEDISH HEALTH SERVICES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SWEDISH HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SWEDISH HEALTH SERVICES
Employer identification number (EIN):910433740
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SWEDISH HEALTH SERVICES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1908-07-20
Company Identification Number: 178049719
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about SWEDISH HEALTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWEDISH HEALTH SERVICES PENSION 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
0012019-01-01
0012018-01-01
0012017-01-01REBECCA BROWN REBECCA BROWN2018-10-15
0012016-01-01REBECCA BROWN REBECCA BROWN2017-10-13
0012015-01-01REBECCA BROWN REBECCA BROWN2016-10-17
0012014-01-01REBECCA BROWN
0012013-01-01REBECCA BROWN
0012012-01-01REBECCA BROWN
0012011-01-01REBECCA BROWN
0012010-01-01STEVE C. ANDERSON JOANNE SUFFIS2011-10-14
0012009-01-01STEVE C ANDERSON JOANNE SUFFIS2010-10-14

Plan Statistics for SWEDISH HEALTH SERVICES PENSION PLAN

401k plan membership statisitcs for SWEDISH HEALTH SERVICES PENSION PLAN

Measure Date Value
2022: SWEDISH HEALTH SERVICES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31954,947,334
Acturial value of plan assets2022-12-31912,314,390
Funding target for retired participants and beneficiaries receiving payment2022-12-31515,747,367
Number of terminated vested participants2022-12-311,956
Fundng target for terminated vested participants2022-12-31112,893,619
Active participant vested funding target2022-12-31291,852,528
Number of active participants2022-12-311,876
Total funding liabilities for active participants2022-12-31329,022,832
Total participant count2022-12-316,353
Total funding target for all participants2022-12-31957,663,818
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3110,671,300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3111,268,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3111,268,893
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3111,268,893
Total employer contributions2022-12-3158,400,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3157,244,564
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3119,696,099
Net shortfall amortization installment of oustanding balance2022-12-3156,618,321
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3125,355,091
Additional cash requirement2022-12-3125,355,091
Contributions allocatedtoward minimum required contributions for current year2022-12-3157,244,564
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016,353
Total number of active participants reported on line 7a of the Form 55002022-01-011,680
Number of retired or separated participants receiving benefits2022-01-012,580
Number of other retired or separated participants entitled to future benefits2022-01-011,787
Total of all active and inactive participants2022-01-016,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01173
Total participants2022-01-016,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SWEDISH HEALTH SERVICES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31889,608,936
Acturial value of plan assets2021-12-31816,478,277
Funding target for retired participants and beneficiaries receiving payment2021-12-31453,496,344
Number of terminated vested participants2021-12-311,984
Fundng target for terminated vested participants2021-12-31110,954,138
Active participant vested funding target2021-12-31314,971,616
Number of active participants2021-12-312,079
Total funding liabilities for active participants2021-12-31352,480,570
Total participant count2021-12-316,387
Total funding target for all participants2021-12-31916,931,052
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,791,984
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-311,791,984
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3114,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3116,092
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3139,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3138,309,252
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3118,271,576
Net shortfall amortization installment of oustanding balance2021-12-31100,452,775
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3127,637,952
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3127,637,952
Contributions allocatedtoward minimum required contributions for current year2021-12-3138,309,252
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,387
Total number of active participants reported on line 7a of the Form 55002021-01-011,876
Number of retired or separated participants receiving benefits2021-01-012,428
Number of other retired or separated participants entitled to future benefits2021-01-011,877
Total of all active and inactive participants2021-01-016,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01172
Total participants2021-01-016,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SWEDISH HEALTH SERVICES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31788,379,029
Acturial value of plan assets2020-12-31757,668,119
Funding target for retired participants and beneficiaries receiving payment2020-12-31420,491,673
Number of terminated vested participants2020-12-312,006
Fundng target for terminated vested participants2020-12-31112,740,497
Active participant vested funding target2020-12-31346,375,502
Number of active participants2020-12-312,280
Total funding liabilities for active participants2020-12-31378,751,195
Total participant count2020-12-316,412
Total funding target for all participants2020-12-31911,983,365
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,480,000
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,480,000
Present value of excess contributions2020-12-319,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,791,984
Total employer contributions2020-12-3153,201,574
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3150,609,370
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3120,686,926
Net shortfall amortization installment of oustanding balance2020-12-31156,107,230
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3152,387,064
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-311,791,984
Additional cash requirement2020-12-3150,595,080
Contributions allocatedtoward minimum required contributions for current year2020-12-3150,609,370
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,412
Total number of active participants reported on line 7a of the Form 55002020-01-012,079
Number of retired or separated participants receiving benefits2020-01-012,241
Number of other retired or separated participants entitled to future benefits2020-01-011,901
Total of all active and inactive participants2020-01-016,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01166
Total participants2020-01-016,387
2019: SWEDISH HEALTH SERVICES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31637,981,284
Acturial value of plan assets2019-12-31692,865,953
Funding target for retired participants and beneficiaries receiving payment2019-12-31372,764,680
Number of terminated vested participants2019-12-312,011
Fundng target for terminated vested participants2019-12-31105,435,299
Active participant vested funding target2019-12-31349,069,602
Number of active participants2019-12-312,508
Total funding liabilities for active participants2019-12-31386,029,676
Total participant count2019-12-316,451
Total funding target for all participants2019-12-31864,229,655
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,187,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,313,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,480,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,480,000
Total employer contributions2019-12-3139,141,426
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3138,035,825
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3121,491,183
Net shortfall amortization installment of oustanding balance2019-12-31172,843,702
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3157,518,942
Additional cash requirement2019-12-3157,518,942
Contributions allocatedtoward minimum required contributions for current year2019-12-3138,035,825
Unpaid minimum required contributions for current year2019-12-3119,483,117
Unpaid minimum required contributions for all years2019-12-3119,483,117
Total participants, beginning-of-year2019-01-016,451
Total number of active participants reported on line 7a of the Form 55002019-01-012,069
Number of retired or separated participants receiving benefits2019-01-012,053
Number of other retired or separated participants entitled to future benefits2019-01-012,134
Total of all active and inactive participants2019-01-016,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01133
Total participants2019-01-016,389
2018: SWEDISH HEALTH SERVICES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31685,805,772
Acturial value of plan assets2018-12-31653,070,414
Funding target for retired participants and beneficiaries receiving payment2018-12-31298,724,923
Number of terminated vested participants2018-12-312,035
Fundng target for terminated vested participants2018-12-31104,713,670
Active participant vested funding target2018-12-31350,614,922
Number of active participants2018-12-312,792
Total funding liabilities for active participants2018-12-31387,233,249
Total participant count2018-12-316,496
Total funding target for all participants2018-12-31790,671,842
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3113,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3113,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3142,755,000
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3141,328,699
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3121,850,265
Net shortfall amortization installment of oustanding balance2018-12-31137,601,428
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3139,141,426
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3139,141,426
Contributions allocatedtoward minimum required contributions for current year2018-12-3141,328,699
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-017,711
Total number of active participants reported on line 7a of the Form 55002018-01-012,508
Number of retired or separated participants receiving benefits2018-01-011,869
Number of other retired or separated participants entitled to future benefits2018-01-011,937
Total of all active and inactive participants2018-01-016,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01137
Total participants2018-01-016,451
2017: SWEDISH HEALTH SERVICES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31749,178,969
Acturial value of plan assets2017-12-31780,925,494
Funding target for retired participants and beneficiaries receiving payment2017-12-31374,294,603
Number of terminated vested participants2017-12-312,029
Fundng target for terminated vested participants2017-12-31104,130,969
Active participant vested funding target2017-12-31348,434,692
Number of active participants2017-12-313,048
Total funding liabilities for active participants2017-12-31388,224,668
Total participant count2017-12-317,762
Total funding target for all participants2017-12-31866,650,240
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3147,073,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3144,996,439
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3118,574,614
Net shortfall amortization installment of oustanding balance2017-12-3185,724,746
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3144,983,374
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3144,983,374
Contributions allocatedtoward minimum required contributions for current year2017-12-3144,996,439
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017,762
Total number of active participants reported on line 7a of the Form 55002017-01-012,792
Number of retired or separated participants receiving benefits2017-01-012,762
Number of other retired or separated participants entitled to future benefits2017-01-011,955
Total of all active and inactive participants2017-01-017,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01202
Total participants2017-01-017,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SWEDISH HEALTH SERVICES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31693,505,624
Acturial value of plan assets2016-12-31762,856,186
Funding target for retired participants and beneficiaries receiving payment2016-12-31332,093,317
Number of terminated vested participants2016-12-312,020
Fundng target for terminated vested participants2016-12-3191,411,115
Active participant vested funding target2016-12-31347,713,867
Number of active participants2016-12-313,330
Total funding liabilities for active participants2016-12-31388,622,644
Total participant count2016-12-317,854
Total funding target for all participants2016-12-31812,127,076
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3114,669,911
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3114,669,911
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,065,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,005,523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3139,997,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3138,427,515
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3118,688,216
Net shortfall amortization installment of oustanding balance2016-12-3149,270,890
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3138,427,099
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3138,427,099
Contributions allocatedtoward minimum required contributions for current year2016-12-3138,427,515
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017,854
Total number of active participants reported on line 7a of the Form 55002016-01-013,048
Number of retired or separated participants receiving benefits2016-01-012,570
Number of other retired or separated participants entitled to future benefits2016-01-011,940
Total of all active and inactive participants2016-01-017,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01204
Total participants2016-01-017,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SWEDISH HEALTH SERVICES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,611
Total number of active participants reported on line 7a of the Form 55002015-01-013,330
Number of retired or separated participants receiving benefits2015-01-011,925
Number of other retired or separated participants entitled to future benefits2015-01-012,403
Total of all active and inactive participants2015-01-017,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01233
Total participants2015-01-017,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SWEDISH HEALTH SERVICES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,621
Total number of active participants reported on line 7a of the Form 55002014-01-013,565
Number of retired or separated participants receiving benefits2014-01-012,172
Number of other retired or separated participants entitled to future benefits2014-01-012,654
Total of all active and inactive participants2014-01-018,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01214
Total participants2014-01-018,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SWEDISH HEALTH SERVICES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,694
Total number of active participants reported on line 7a of the Form 55002013-01-013,834
Number of retired or separated participants receiving benefits2013-01-011,947
Number of other retired or separated participants entitled to future benefits2013-01-012,701
Total of all active and inactive participants2013-01-018,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01139
Total participants2013-01-018,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SWEDISH HEALTH SERVICES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,708
Total number of active participants reported on line 7a of the Form 55002012-01-013,879
Number of retired or separated participants receiving benefits2012-01-011,770
Number of other retired or separated participants entitled to future benefits2012-01-012,903
Total of all active and inactive participants2012-01-018,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01153
Total participants2012-01-018,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SWEDISH HEALTH SERVICES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,758
Total number of active participants reported on line 7a of the Form 55002011-01-014,385
Number of retired or separated participants receiving benefits2011-01-011,516
Number of other retired or separated participants entitled to future benefits2011-01-012,664
Total of all active and inactive participants2011-01-018,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01143
Total participants2011-01-018,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: SWEDISH HEALTH SERVICES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,810
Total number of active participants reported on line 7a of the Form 55002010-01-014,707
Number of retired or separated participants receiving benefits2010-01-011,309
Number of other retired or separated participants entitled to future benefits2010-01-012,613
Total of all active and inactive participants2010-01-018,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01129
Total participants2010-01-018,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: SWEDISH HEALTH SERVICES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,894
Total number of active participants reported on line 7a of the Form 55002009-01-015,049
Number of retired or separated participants receiving benefits2009-01-011,110
Number of other retired or separated participants entitled to future benefits2009-01-012,531
Total of all active and inactive participants2009-01-018,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01120
Total participants2009-01-018,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on SWEDISH HEALTH SERVICES PENSION PLAN

Measure Date Value
2022 : SWEDISH HEALTH SERVICES PENSION 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$39,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$224,674
Total income from all sources (including contributions)2022-12-31$-109,510,628
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$59,664,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$52,969,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$58,400,000
Value of total assets at end of year2022-12-31$785,812,057
Value of total assets at beginning of year2022-12-31$955,172,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,694,671
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$4,358,158
Liabilities. Value of operating payables at end of year2022-12-31$39,598
Liabilities. Value of operating payables at beginning of year2022-12-31$224,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-169,174,875
Value of net assets at end of year (total assets less liabilities)2022-12-31$785,772,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$954,947,334
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$1,973,298
Value of interest in master investment trust accounts at end of year2022-12-31$785,812,057
Value of interest in master investment trust accounts at beginning of year2022-12-31$955,172,008
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$58,400,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$52,969,576
Contract administrator fees2022-12-31$363,215
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : SWEDISH HEALTH SERVICES PENSION 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$224,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$124,379
Total income from all sources (including contributions)2021-12-31$121,466,977
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,404,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$48,615,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,300,000
Value of total assets at end of year2021-12-31$955,172,008
Value of total assets at beginning of year2021-12-31$890,009,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,789,104
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Administrative expenses (other) incurred2021-12-31$4,266,516
Liabilities. Value of operating payables at end of year2021-12-31$224,674
Liabilities. Value of operating payables at beginning of year2021-12-31$124,379
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$65,062,141
Value of net assets at end of year (total assets less liabilities)2021-12-31$954,947,334
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$889,885,193
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$2,663,691
Value of interest in master investment trust accounts at end of year2021-12-31$955,172,008
Value of interest in master investment trust accounts at beginning of year2021-12-31$870,909,572
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$39,300,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$19,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,615,732
Contract administrator fees2021-12-31$858,897
Did the plan have assets held for investment2021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : SWEDISH HEALTH SERVICES PENSION 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$124,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$123,277
Total income from all sources (including contributions)2020-12-31$150,139,003
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$49,675,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,993,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$53,201,574
Value of total assets at end of year2020-12-31$890,009,572
Value of total assets at beginning of year2020-12-31$789,544,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,681,315
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$612,786
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,153,699
Liabilities. Value of operating payables at end of year2020-12-31$124,379
Liabilities. Value of operating payables at beginning of year2020-12-31$123,277
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$100,463,756
Value of net assets at end of year (total assets less liabilities)2020-12-31$889,885,193
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$789,421,437
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$1,914,830
Value of interest in master investment trust accounts at end of year2020-12-31$870,909,572
Value of interest in master investment trust accounts at beginning of year2020-12-31$763,656,288
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$53,201,574
Employer contributions (assets) at end of year2020-12-31$19,100,000
Employer contributions (assets) at beginning of year2020-12-31$25,888,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,993,932
Did the plan have assets held for investment2020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : SWEDISH HEALTH SERVICES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$123,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,506,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,506,158
Total income from all sources (including contributions)2019-12-31$196,430,485
Total income from all sources (including contributions)2019-12-31$196,430,485
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$45,013,457
Total of all expenses incurred2019-12-31$45,013,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,424,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,424,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,763,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,763,426
Value of total assets at end of year2019-12-31$789,544,714
Value of total assets at end of year2019-12-31$789,544,714
Value of total assets at beginning of year2019-12-31$699,510,567
Value of total assets at beginning of year2019-12-31$699,510,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,588,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,588,573
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$657,397
Administrative expenses professional fees incurred2019-12-31$657,397
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,313,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,313,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$61,182,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$61,182,271
Administrative expenses (other) incurred2019-12-31$4,006,071
Administrative expenses (other) incurred2019-12-31$4,006,071
Liabilities. Value of operating payables at end of year2019-12-31$123,277
Liabilities. Value of operating payables at end of year2019-12-31$123,277
Liabilities. Value of operating payables at beginning of year2019-12-31$323,887
Liabilities. Value of operating payables at beginning of year2019-12-31$323,887
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
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$151,417,028
Value of net income/loss2019-12-31$151,417,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$789,421,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$789,421,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$638,004,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$638,004,409
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,925,105
Investment advisory and management fees2019-12-31$1,925,105
Value of interest in master investment trust accounts at end of year2019-12-31$763,656,288
Value of interest in master investment trust accounts at end of year2019-12-31$763,656,288
Value of interest in master investment trust accounts at beginning of year2019-12-31$647,571,880
Value of interest in master investment trust accounts at beginning of year2019-12-31$647,571,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$60,763,426
Contributions received in cash from employer2019-12-31$60,763,426
Employer contributions (assets) at end of year2019-12-31$25,888,426
Employer contributions (assets) at beginning of year2019-12-31$11,625,000
Employer contributions (assets) at beginning of year2019-12-31$11,625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,424,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,424,884
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : SWEDISH HEALTH SERVICES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$171,080,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,506,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,975,690
Total income from all sources (including contributions)2018-12-31$-7,366,079
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,714,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,628,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$42,755,000
Value of total assets at end of year2018-12-31$699,510,567
Value of total assets at beginning of year2018-12-31$893,140,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,085,975
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,081,881
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$13,081,881
Administrative expenses professional fees incurred2018-12-31$4,383,732
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,313,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9,149,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$61,182,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$35,592,711
Liabilities. Value of operating payables at end of year2018-12-31$323,887
Liabilities. Value of operating payables at beginning of year2018-12-31$382,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-48,080,523
Value of net assets at end of year (total assets less liabilities)2018-12-31$638,004,409
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$857,164,932
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
Investment advisory and management fees2018-12-31$1,702,243
Value of interest in master investment trust accounts at end of year2018-12-31$647,571,880
Value of interest in master investment trust accounts at beginning of year2018-12-31$868,621,039
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$42,755,000
Employer contributions (assets) at end of year2018-12-31$11,625,000
Employer contributions (assets) at beginning of year2018-12-31$15,370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,628,469
Did the plan have assets held for investment2018-12-31No
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : SWEDISH HEALTH SERVICES PENSION 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$35,975,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,268,443
Total income from all sources (including contributions)2017-12-31$158,846,068
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$49,182,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,779,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,570,000
Value of total assets at end of year2017-12-31$893,140,622
Value of total assets at beginning of year2017-12-31$780,770,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,403,267
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,849,590
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$15,849,590
Administrative expenses professional fees incurred2017-12-31$7,403,267
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9,149,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,102,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$35,592,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,035,224
Liabilities. Value of operating payables at end of year2017-12-31$382,979
Liabilities. Value of operating payables at beginning of year2017-12-31$233,219
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$109,663,266
Value of net assets at end of year (total assets less liabilities)2017-12-31$857,164,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$747,501,666
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
Assets. partnership/joint venture interests at beginning of year2017-12-31$373,069
Value of interest in master investment trust accounts at end of year2017-12-31$868,621,039
Value of interest in master investment trust accounts at beginning of year2017-12-31$756,994,251
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$48,570,000
Employer contributions (assets) at end of year2017-12-31$15,370,000
Employer contributions (assets) at beginning of year2017-12-31$10,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$41,779,535
Did the plan have assets held for investment2017-12-31No
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : SWEDISH HEALTH SERVICES PENSION 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$33,268,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,885,902
Total income from all sources (including contributions)2016-12-31$94,225,936
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$40,192,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,599,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$38,500,000
Value of total assets at end of year2016-12-31$780,770,109
Value of total assets at beginning of year2016-12-31$701,353,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,592,583
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,718,937
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$14,718,937
Administrative expenses professional fees incurred2016-12-31$2,592,583
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,102,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,547,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,035,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,418,111
Liabilities. Value of operating payables at end of year2016-12-31$233,219
Liabilities. Value of operating payables at beginning of year2016-12-31$467,791
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$54,033,898
Value of net assets at end of year (total assets less liabilities)2016-12-31$747,501,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$693,467,768
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
Assets. partnership/joint venture interests at end of year2016-12-31$373,069
Assets. partnership/joint venture interests at beginning of year2016-12-31$373,068
Value of interest in master investment trust accounts at end of year2016-12-31$756,994,251
Value of interest in master investment trust accounts at beginning of year2016-12-31$685,157,927
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$38,500,000
Employer contributions (assets) at end of year2016-12-31$10,300,000
Employer contributions (assets) at beginning of year2016-12-31$13,275,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,599,455
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : SWEDISH HEALTH SERVICES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,885,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,591,795
Total income from all sources (including contributions)2015-12-31$-14,788,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$72,846,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,717,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,875,000
Value of total assets at end of year2015-12-31$701,353,670
Value of total assets at beginning of year2015-12-31$785,693,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,128,224
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,407,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,407,861
Administrative expenses professional fees incurred2015-12-31$3,128,224
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,547,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,958,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,418,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,273,546
Liabilities. Value of operating payables at end of year2015-12-31$467,791
Liabilities. Value of operating payables at beginning of year2015-12-31$1,318,249
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-87,634,323
Value of net assets at end of year (total assets less liabilities)2015-12-31$693,467,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$781,102,091
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
Assets. partnership/joint venture interests at end of year2015-12-31$373,068
Assets. partnership/joint venture interests at beginning of year2015-12-31$767,903
Value of interest in master investment trust accounts at end of year2015-12-31$685,157,927
Value of interest in master investment trust accounts at beginning of year2015-12-31$754,567,491
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$26,875,000
Employer contributions (assets) at end of year2015-12-31$13,275,000
Employer contributions (assets) at beginning of year2015-12-31$24,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,717,998
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : SWEDISH HEALTH SERVICES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$23,869,716
Total unrealized appreciation/depreciation of assets2014-12-31$23,869,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,591,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$394,780
Total income from all sources (including contributions)2014-12-31$71,168,423
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,742,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,803,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,400,000
Value of total assets at end of year2014-12-31$785,693,886
Value of total assets at beginning of year2014-12-31$742,071,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,938,779
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,657,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,500,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,958,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$349,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,273,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$288,530
Liabilities. Value of operating payables at end of year2014-12-31$1,318,249
Liabilities. Value of operating payables at beginning of year2014-12-31$106,250
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$39,425,830
Value of net assets at end of year (total assets less liabilities)2014-12-31$781,102,091
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$741,676,261
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
Assets. partnership/joint venture interests at end of year2014-12-31$767,903
Assets. partnership/joint venture interests at beginning of year2014-12-31$19,250,300
Investment advisory and management fees2014-12-31$437,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$551,283,417
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,248
Value of interest in master investment trust accounts at end of year2014-12-31$754,567,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$52,655,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$52,655,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$24,400,000
Employer contributions (assets) at end of year2014-12-31$24,400,000
Employer contributions (assets) at beginning of year2014-12-31$49,775,000
Income. Dividends from common stock2014-12-31$12,657,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,803,814
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$68,757,022
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : SWEDISH HEALTH SERVICES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$85,101,991
Total unrealized appreciation/depreciation of assets2013-12-31$85,101,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$394,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,240,327
Total income from all sources (including contributions)2013-12-31$166,912,156
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,314,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,927,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$69,565,000
Value of total assets at end of year2013-12-31$742,071,041
Value of total assets at beginning of year2013-12-31$602,319,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$387,001
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,245,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$387,001
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$349,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$90,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$288,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$346,449
Liabilities. Value of operating payables at end of year2013-12-31$106,250
Liabilities. Value of operating payables at beginning of year2013-12-31$893,878
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$31,174
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$140,597,300
Value of net assets at end of year (total assets less liabilities)2013-12-31$741,676,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$601,078,961
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
Assets. partnership/joint venture interests at end of year2013-12-31$19,250,300
Assets. partnership/joint venture interests at beginning of year2013-12-31$28,312,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$551,283,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$456,252,625
Value of interest in pooled separate accounts at end of year2013-12-31$1,248
Value of interest in pooled separate accounts at beginning of year2013-12-31$142,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$52,655,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,136,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,136,319
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$69,565,000
Employer contributions (assets) at end of year2013-12-31$49,775,000
Employer contributions (assets) at beginning of year2013-12-31$24,710,000
Income. Dividends from common stock2013-12-31$12,245,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,927,855
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$68,757,022
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$64,643,490
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : SWEDISH HEALTH SERVICES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$32,943,712
Total unrealized appreciation/depreciation of assets2012-12-31$32,943,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,240,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,081,560
Total income from all sources (including contributions)2012-12-31$135,938,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,178,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,438,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$60,772,000
Value of total assets at end of year2012-12-31$602,319,288
Value of total assets at beginning of year2012-12-31$490,400,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,740,311
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,391,590
Administrative expenses professional fees incurred2012-12-31$1,232,890
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$90,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$359,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$346,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$357,992
Liabilities. Value of operating payables at end of year2012-12-31$893,878
Liabilities. Value of operating payables at beginning of year2012-12-31$723,568
Total non interest bearing cash at end of year2012-12-31$31,174
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$111,759,942
Value of net assets at end of year (total assets less liabilities)2012-12-31$601,078,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$489,319,019
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
Assets. partnership/joint venture interests at end of year2012-12-31$28,312,815
Investment advisory and management fees2012-12-31$507,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$456,252,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$253,329,793
Value of interest in pooled separate accounts at end of year2012-12-31$142,343
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,329,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,136,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,679,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,679,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,830,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$60,772,000
Employer contributions (assets) at end of year2012-12-31$24,710,000
Employer contributions (assets) at beginning of year2012-12-31$23,630,275
Income. Dividends from common stock2012-12-31$14,391,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,438,031
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$64,643,490
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$203,072,299
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : SWEDISH HEALTH SERVICES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,094,739
Total unrealized appreciation/depreciation of assets2011-12-31$-5,094,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,081,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,076,862
Total income from all sources (including contributions)2011-12-31$43,321,543
Total of all expenses incurred2011-12-31$22,334,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,324,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$48,530,275
Value of total assets at end of year2011-12-31$490,400,579
Value of total assets at beginning of year2011-12-31$470,408,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,010,117
Total interest from all sources2011-12-31$121,109
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,450,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,213,680
Administrative expenses professional fees incurred2011-12-31$2,037,286
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$359,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,026,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$357,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,523,150
Liabilities. Value of operating payables at end of year2011-12-31$723,568
Liabilities. Value of operating payables at beginning of year2011-12-31$553,712
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$20,987,156
Value of net assets at end of year (total assets less liabilities)2011-12-31$489,319,019
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$468,331,863
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
Investment advisory and management fees2011-12-31$972,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$253,329,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$242,503,702
Value of interest in pooled separate accounts at end of year2011-12-31$5,329,124
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,998,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,679,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,645,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,645,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$121,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,687,588
Net investment gain/loss from pooled separate accounts2011-12-31$1,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$48,530,275
Employer contributions (assets) at end of year2011-12-31$23,630,275
Employer contributions (assets) at beginning of year2011-12-31$9,447,873
Income. Dividends from common stock2011-12-31$3,236,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,324,270
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$203,072,299
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$205,786,114
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 name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : SWEDISH HEALTH SERVICES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$27,010,788
Total unrealized appreciation/depreciation of assets2010-12-31$27,010,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,076,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$974,327
Total income from all sources (including contributions)2010-12-31$87,041,034
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$20,495,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,905,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,647,873
Value of total assets at end of year2010-12-31$470,408,725
Value of total assets at beginning of year2010-12-31$402,760,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,590,366
Total interest from all sources2010-12-31$64,946
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,084,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,490,451
Administrative expenses professional fees incurred2010-12-31$2,511,030
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$256,624
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,026,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$537,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,523,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$974,327
Liabilities. Value of operating payables at end of year2010-12-31$553,712
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$66,545,230
Value of net assets at end of year (total assets less liabilities)2010-12-31$468,331,863
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$401,786,633
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
Investment advisory and management fees2010-12-31$1,079,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$242,503,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$211,008,423
Value of interest in pooled separate accounts at end of year2010-12-31$4,998,821
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,599,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,645,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,128,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,128,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,204,828
Net investment gain/loss from pooled separate accounts2010-12-31$27,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$34,647,873
Employer contributions (assets) at end of year2010-12-31$9,447,873
Employer contributions (assets) at beginning of year2010-12-31$6,510,000
Income. Dividends from common stock2010-12-31$2,594,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,905,438
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$205,786,114
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$178,720,874
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 name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : SWEDISH HEALTH SERVICES PENSION 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 SWEDISH HEALTH SERVICES PENSION PLAN

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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number999156
Policy instance 1
Insurance contract or identification number999156
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number999156
Policy instance 1
Insurance contract or identification number999156
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number999156
Policy instance 1
Insurance contract or identification number999156
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number999156
Policy instance 1
Insurance contract or identification number999156
Number of Individuals Covered1618
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number999156
Policy instance 1
Insurance contract or identification number999156
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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