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SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 401k Plan overview

Plan NameSEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN
Plan identification number 004

SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SEATTLE CHILDRENS HEALTHCARE SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:SEATTLE CHILDRENS HEALTHCARE SYSTEM
Employer identification number (EIN):911250116
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SEATTLE CHILDRENS HEALTHCARE SYSTEM

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1981-12-30
Company Identification Number: 601252845
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about SEATTLE CHILDRENS HEALTHCARE SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01ANTHONY PAOLOZZI
0042023-01-01ANTHONY PAOLOZZI
0042022-01-01
0042022-01-01ANTHONY PAOLOZZI
0042021-01-01
0042021-01-01ANTHONY PAOLOZZI
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ANTHONY PAOLOZZI WARREN HEWITT2018-07-18
0042016-01-01ANTHONY PAOLOZZI WARREN HEWITT2017-08-22
0042015-01-01ANTHONY PAOLOZZI WARREN HEWITT2016-08-02
0042014-01-01ALEXANDER GARRARD WARREN HEWITT2015-07-31
0042013-01-01TONY PAOLOZZI WARREN HEWITT2014-10-09
0042012-01-01STEVEN HURWITZ WARREN HEWITT2013-07-26
0042011-01-01STEVEN HURWITZ WARREN HEWITT2012-07-27
0042010-01-01STEVEN HURWITZ WARREN HEWITT2011-07-29
0042009-01-01STEVEN HURWITZ WARREN HEWITT2010-10-19
0042009-01-01STEVEN HURWITZ WARREN HEWITT2010-10-15
0042009-01-01STEVEN HURWITZ WARREN HEWITT2010-10-15

Plan Statistics for SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN

401k plan membership statisitcs for SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN

Measure Date Value
2022: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,113
Total number of active participants reported on line 7a of the Form 55002022-01-019,337
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-011,026
Total of all active and inactive participants2022-01-0110,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110,366
Number of participants with account balances2022-01-013,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,333
Total number of active participants reported on line 7a of the Form 55002021-01-018,252
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01854
Total of all active and inactive participants2021-01-019,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-019,113
Number of participants with account balances2021-01-012,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,296
Total number of active participants reported on line 7a of the Form 55002020-01-017,648
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01677
Total of all active and inactive participants2020-01-018,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-018,333
Number of participants with account balances2020-01-012,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,378
Total number of active participants reported on line 7a of the Form 55002019-01-018,628
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01660
Total of all active and inactive participants2019-01-019,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-019,296
Number of participants with account balances2019-01-012,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,797
Total number of active participants reported on line 7a of the Form 55002018-01-018,745
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01628
Total of all active and inactive participants2018-01-019,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-019,378
Number of participants with account balances2018-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,412
Total number of active participants reported on line 7a of the Form 55002017-01-017,170
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01623
Total of all active and inactive participants2017-01-017,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-017,797
Number of participants with account balances2017-01-011,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,920
Total number of active participants reported on line 7a of the Form 55002016-01-016,902
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01507
Total of all active and inactive participants2016-01-017,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-017,412
Number of participants with account balances2016-01-011,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,451
Total number of active participants reported on line 7a of the Form 55002015-01-016,412
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01508
Total of all active and inactive participants2015-01-016,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,920
Number of participants with account balances2015-01-011,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,321
Total number of active participants reported on line 7a of the Form 55002014-01-015,990
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01461
Total of all active and inactive participants2014-01-016,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016,451
Number of participants with account balances2014-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,845
Total number of active participants reported on line 7a of the Form 55002013-01-015,762
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01559
Total of all active and inactive participants2013-01-016,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,321
Number of participants with account balances2013-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,517
Total number of active participants reported on line 7a of the Form 55002012-01-015,324
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01519
Total of all active and inactive participants2012-01-015,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,845
Number of participants with account balances2012-01-011,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,434
Total number of active participants reported on line 7a of the Form 55002011-01-014,997
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01518
Total of all active and inactive participants2011-01-015,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-015,517
Number of participants with account balances2011-01-011,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,097
Total number of active participants reported on line 7a of the Form 55002010-01-014,849
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01548
Total of all active and inactive participants2010-01-015,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0135
Total participants2010-01-015,434
Number of participants with account balances2010-01-011,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,515
Total number of active participants reported on line 7a of the Form 55002009-01-014,565
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01495
Total of all active and inactive participants2009-01-015,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0135
Total participants2009-01-015,097
Number of participants with account balances2009-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN

Measure Date Value
2023 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$60,347,731
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$21,065,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$20,989,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$23,429,250
Value of total assets at end of year2023-12-31$249,540,364
Value of total assets at beginning of year2023-12-31$210,258,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$75,947
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,318,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,318,221
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$20,950,366
Participant contributions at end of year2023-12-31$484,339
Participant contributions at beginning of year2023-12-31$425,741
Assets. Other investments not covered elsewhere at end of year2023-12-31$12,232,486
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$11,392,396
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,478,884
Administrative expenses (other) incurred2023-12-31$75,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$39,282,203
Value of net assets at end of year (total assets less liabilities)2023-12-31$249,540,364
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$210,258,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$215,976,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$179,143,646
Value of interest in pooled separate accounts at end of year2023-12-31$13,335,718
Value of interest in pooled separate accounts at beginning of year2023-12-31$11,786,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,511,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,509,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$30,600,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$20,989,581
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK NUBER P.S.
Accountancy firm EIN2023-12-31911194016
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$60,347,731
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$21,065,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$20,989,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$23,429,250
Value of total assets at end of year2023-01-01$249,540,364
Value of total assets at beginning of year2023-01-01$210,258,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$75,947
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,318,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$6,318,221
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$20,950,366
Participant contributions at end of year2023-01-01$484,339
Participant contributions at beginning of year2023-01-01$425,741
Assets. Other investments not covered elsewhere at end of year2023-01-01$12,232,486
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$11,392,396
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,478,884
Administrative expenses (other) incurred2023-01-01$75,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$39,282,203
Value of net assets at end of year (total assets less liabilities)2023-01-01$249,540,364
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$210,258,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$215,976,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$179,143,646
Value of interest in pooled separate accounts at end of year2023-01-01$13,335,718
Value of interest in pooled separate accounts at beginning of year2023-01-01$11,786,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$7,511,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,509,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$30,600,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$20,989,581
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLARK NUBER P.S.
Accountancy firm EIN2023-01-01911194016
2022 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-19,052,393
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,952,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,882,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,729,275
Value of total assets at end of year2022-12-31$210,258,161
Value of total assets at beginning of year2022-12-31$248,263,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,994
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,880,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,880,264
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,158,180
Participant contributions at end of year2022-12-31$425,741
Assets. Other investments not covered elsewhere at end of year2022-12-31$11,392,396
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,477,782
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,571,095
Administrative expenses (other) incurred2022-12-31$69,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,005,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$210,258,161
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$248,263,323
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$179,143,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$208,793,489
Value of interest in pooled separate accounts at end of year2022-12-31$11,786,719
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,955,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,509,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,036,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-49,429,658
Net investment gain/loss from pooled separate accounts2022-12-31$-3,232,274
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,882,775
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-19,052,393
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$18,952,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$18,882,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$20,729,275
Value of total assets at end of year2022-01-01$210,258,161
Value of total assets at beginning of year2022-01-01$248,263,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$69,994
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$12,880,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$12,880,264
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$17,158,180
Participant contributions at end of year2022-01-01$425,741
Assets. Other investments not covered elsewhere at end of year2022-01-01$11,392,396
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$14,477,782
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,571,095
Administrative expenses (other) incurred2022-01-01$69,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-38,005,162
Value of net assets at end of year (total assets less liabilities)2022-01-01$210,258,161
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$248,263,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$179,143,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$208,793,489
Value of interest in pooled separate accounts at end of year2022-01-01$11,786,719
Value of interest in pooled separate accounts at beginning of year2022-01-01$16,955,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,509,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$8,036,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-49,429,658
Net investment gain/loss from pooled separate accounts2022-01-01$-3,232,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$18,882,775
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLARK NUBER P.S.
Accountancy firm EIN2022-01-01911194016
2021 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$48,533,801
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,620,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,583,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,536,774
Value of total assets at end of year2021-12-31$248,263,323
Value of total assets at beginning of year2021-12-31$222,350,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,542
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,118,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,118,286
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,726,885
Participant contributions at beginning of year2021-12-31$224,686
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,477,782
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,304,889
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,809,889
Administrative expenses (other) incurred2021-12-31$37,542
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$25,912,879
Value of net assets at end of year (total assets less liabilities)2021-12-31$248,263,323
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$222,350,444
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$208,793,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$184,235,693
Value of interest in pooled separate accounts at end of year2021-12-31$16,955,918
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,094,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,036,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,490,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,600,986
Net investment gain/loss from pooled separate accounts2021-12-31$1,277,755
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,583,380
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,669,724
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,272,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,206,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,492,498
Value of total assets at end of year2020-12-31$222,350,444
Value of total assets at beginning of year2020-12-31$196,953,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,154
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,388,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,388,792
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,825,853
Participant contributions at end of year2020-12-31$224,686
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,304,889
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,662,281
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,666,645
Administrative expenses (other) incurred2020-12-31$66,154
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$25,397,287
Value of net assets at end of year (total assets less liabilities)2020-12-31$222,350,444
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$196,953,157
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$184,235,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$158,967,482
Value of interest in pooled separate accounts at end of year2020-12-31$15,094,295
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,032,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,490,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,290,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,823,922
Net investment gain/loss from pooled separate accounts2020-12-31$964,512
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,206,283
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,618,673
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,225,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,170,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,573,882
Value of total assets at end of year2019-12-31$196,953,157
Value of total assets at beginning of year2019-12-31$163,560,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,035
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,409,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,409,128
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,676,783
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,662,281
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,457,700
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,897,099
Administrative expenses (other) incurred2019-12-31$55,035
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$33,393,123
Value of net assets at end of year (total assets less liabilities)2019-12-31$196,953,157
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$163,560,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$158,967,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$129,765,415
Value of interest in pooled separate accounts at end of year2019-12-31$15,032,468
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,227,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,290,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,109,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,635,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,170,515
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
2018 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,315,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,773,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,723,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,493,138
Value of total assets at end of year2018-12-31$163,560,034
Value of total assets at beginning of year2018-12-31$172,017,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,326
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,602,442
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$9,602,442
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,757,678
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,457,700
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,753,406
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,735,460
Administrative expenses (other) incurred2018-12-31$50,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,457,959
Value of net assets at end of year (total assets less liabilities)2018-12-31$163,560,034
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$172,017,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$129,765,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$135,254,931
Value of interest in pooled separate accounts at end of year2018-12-31$13,227,563
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,723,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,109,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,286,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,779,796
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,723,417
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$36,274,747
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,923,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,880,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,281,471
Value of total assets at end of year2017-12-31$172,017,993
Value of total assets at beginning of year2017-12-31$145,666,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,667
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,190,364
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$8,190,364
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,597,694
Participant contributions at beginning of year2017-12-31$4,502
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,753,406
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,323,329
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,683,777
Administrative expenses (other) incurred2017-12-31$42,667
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$26,351,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$172,017,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$145,666,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$135,254,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$113,206,289
Value of interest in pooled separate accounts at end of year2017-12-31$15,723,096
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,649,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,286,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,483,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,212,448
Net investment gain/loss from pooled separate accounts2017-12-31$2,590,464
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,880,496
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,042,059
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,872,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,855,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,532,112
Value of total assets at end of year2016-12-31$145,666,409
Value of total assets at beginning of year2016-12-31$137,497,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,203
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,485,081
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$4,485,081
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,995,865
Participant contributions at end of year2016-12-31$4,502
Participant contributions at beginning of year2016-12-31$6,565
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,323,329
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,598,595
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$536,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$86,926
Other income not declared elsewhere2016-12-31$1,192
Administrative expenses (other) incurred2016-12-31$17,203
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$8,169,368
Value of net assets at end of year (total assets less liabilities)2016-12-31$145,666,409
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,497,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$113,206,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,788,935
Value of interest in pooled separate accounts at end of year2016-12-31$14,649,287
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,208,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,483,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,893,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,900,543
Net investment gain/loss from pooled separate accounts2016-12-31$1,123,131
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,768,562
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 name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,765,358
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,062,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,025,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,699,148
Value of total assets at end of year2015-12-31$137,497,041
Value of total assets at beginning of year2015-12-31$136,794,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,940
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,426,451
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$6,426,451
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,823,719
Participant contributions at end of year2015-12-31$6,565
Participant contributions at beginning of year2015-12-31$11,870
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,598,595
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,594,334
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$875,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,259
Administrative expenses (other) incurred2015-12-31$36,940
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$702,574
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,497,041
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$136,794,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,788,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$102,768,018
Value of interest in pooled separate accounts at end of year2015-12-31$15,208,990
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,894,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,893,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,526,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,176,379
Net investment gain/loss from pooled separate accounts2015-12-31$-183,862
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,021,585
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,740,270
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,135,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,102,810
Expenses. Certain deemed distributions of participant loans2014-12-31$3,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,304,013
Value of total assets at end of year2014-12-31$136,794,467
Value of total assets at beginning of year2014-12-31$128,189,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,800
Total interest from all sources2014-12-31$3,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,555,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,555,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,368,339
Participant contributions at end of year2014-12-31$11,870
Participant contributions at beginning of year2014-12-31$22,099
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,594,334
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,986,088
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,935,674
Administrative expenses (other) incurred2014-12-31$28,800
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$8,604,735
Value of net assets at end of year (total assets less liabilities)2014-12-31$136,794,467
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$128,189,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$102,768,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$94,059,578
Value of interest in pooled separate accounts at end of year2014-12-31$17,894,007
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,036,554
Interest on participant loans2014-12-31$3,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,526,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,085,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-371,199
Net investment gain/loss from pooled separate accounts2014-12-31$1,248,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,102,810
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,178,755
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,772,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,745,685
Expenses. Certain deemed distributions of participant loans2013-12-31$2,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,960,761
Value of total assets at end of year2013-12-31$128,189,732
Value of total assets at beginning of year2013-12-31$103,783,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,612
Total interest from all sources2013-12-31$1,151
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,412,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,412,503
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,013,466
Participant contributions at end of year2013-12-31$22,099
Participant contributions at beginning of year2013-12-31$38,580
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,986,088
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,714,445
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,947,295
Administrative expenses (other) incurred2013-12-31$23,612
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$24,406,603
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,189,732
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$103,783,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$94,059,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$72,958,528
Value of interest in pooled separate accounts at end of year2013-12-31$20,036,554
Value of interest in pooled separate accounts at beginning of year2013-12-31$17,703,158
Interest on participant loans2013-12-31$1,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,085,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,368,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,590,559
Net investment gain/loss from pooled separate accounts2013-12-31$4,213,781
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,745,685
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$21,679,580
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,933,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,921,946
Expenses. Certain deemed distributions of participant loans2012-12-31$4,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,305,081
Value of total assets at end of year2012-12-31$103,783,129
Value of total assets at beginning of year2012-12-31$86,036,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,902
Total interest from all sources2012-12-31$1,682
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,491,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,491,187
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,421,459
Participant contributions at end of year2012-12-31$38,580
Participant contributions at beginning of year2012-12-31$63,337
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,714,445
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,883,622
Administrative expenses (other) incurred2012-12-31$6,902
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$17,746,370
Value of net assets at end of year (total assets less liabilities)2012-12-31$103,783,129
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$86,036,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$72,958,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$62,370,246
Value of interest in pooled separate accounts at end of year2012-12-31$17,703,158
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,622,842
Interest on participant loans2012-12-31$1,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,368,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,980,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,513,135
Net investment gain/loss from pooled separate accounts2012-12-31$2,368,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,921,946
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,020,730
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,794,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,777,491
Expenses. Certain deemed distributions of participant loans2011-12-31$5,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,835,823
Value of total assets at end of year2011-12-31$86,036,759
Value of total assets at beginning of year2011-12-31$83,810,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,578
Total interest from all sources2011-12-31$256,485
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,646,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,646,272
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,132,246
Participant contributions at end of year2011-12-31$63,337
Participant contributions at beginning of year2011-12-31$105,459
Assets. Other investments not covered elsewhere at end of year2011-12-31$16,622,842
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,487,937
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$703,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$341,930
Other income not declared elsewhere2011-12-31$-677,637
Administrative expenses (other) incurred2011-12-31$11,578
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$2,225,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$86,036,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,810,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$62,370,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$58,186,031
Interest on participant loans2011-12-31$3,306
Interest earned on other investments2011-12-31$253,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,980,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,689,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,040,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,777,491
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$16,895,238
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,403,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,247,481
Expenses. Certain deemed distributions of participant loans2010-12-31$138,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,997,643
Value of total assets at end of year2010-12-31$83,810,834
Value of total assets at beginning of year2010-12-31$71,318,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,348
Total interest from all sources2010-12-31$303,012
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,016,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,016,097
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,744,720
Participant contributions at end of year2010-12-31$105,459
Participant contributions at beginning of year2010-12-31$307,437
Participant contributions at beginning of year2010-12-31$145,414
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,487,937
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$16,969,485
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$252,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$341,930
Other income not declared elsewhere2010-12-31$2,435,284
Administrative expenses (other) incurred2010-12-31$17,348
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$12,491,915
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,810,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,318,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$58,186,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$46,988,267
Interest on participant loans2010-12-31$6,239
Interest earned on other investments2010-12-31$296,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,689,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,908,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,143,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,247,481
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 : SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN

2022: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planNo
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: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planNo
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: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) 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 planNo
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: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SEATTLE CHILDRENS SALARY REDUCTION ERISA 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 3
Insurance contract or identification numberVF5966
Number of Individuals Covered110
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7,738
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 2
Insurance contract or identification numberVE0560
Number of Individuals Covered139
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $11,801
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 1
Insurance contract or identification number15257096
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?1
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 4
Insurance contract or identification number21010
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 1
Insurance contract or identification number21010
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 2
Insurance contract or identification numberVF5966
Number of Individuals Covered117
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 3
Insurance contract or identification number15257096
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,730
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 4
Insurance contract or identification numberVE0560
Number of Individuals Covered147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,097
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 2
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 1
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 5
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 5
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 2
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15257096
Policy instance 5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21010
Policy instance 4
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 1
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF5966
Policy instance 2
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number2553791
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE0560
Policy instance 1

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