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ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN
Plan identification number 002

ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALASKA NATIVE TRIBAL HEALTH CONSORTIUM has sponsored the creation of one or more 401k plans.

Company Name:ALASKA NATIVE TRIBAL HEALTH CONSORTIUM
Employer identification number (EIN):920162721
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ALASKA NATIVE TRIBAL HEALTH CONSORTIUM

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1997-12-05
Company Identification Number: 62497D
Legal Registered Office Address: 4000 AMBASSADOR DR

ANCHORAGE
United States of America (USA)
99508

More information about ALASKA NATIVE TRIBAL HEALTH CONSORTIUM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-10-01
0022019-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01GAVIN FEDERENKO
0022015-10-01GAVIN FEDERENKO
0022014-10-01GAVIN FEDERENKO
0022014-10-01GAVIN FEDERENKO
0022014-10-01GAVIN FEDERENKO
0022013-10-01GARVIN FEDERENKO
0022012-10-01GARVIN FEDERENKO
0022011-10-01GARVIN FEDERENKO
0022010-10-01GARVIN FEDERENKO
0022009-10-01GARVIN FEDERENKO

Plan Statistics for ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,924
Total number of active participants reported on line 7a of the Form 55002022-01-013,501
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01694
Total of all active and inactive participants2022-01-014,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-014,201
Number of participants with account balances2022-01-013,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,880
Total number of active participants reported on line 7a of the Form 55002021-01-013,151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01791
Total of all active and inactive participants2021-01-013,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-013,947
Number of participants with account balances2021-01-013,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,552
Total number of active participants reported on line 7a of the Form 55002020-01-014,507
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-014,570
Total participants2020-01-014,570
Number of participants with account balances2020-01-014,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-014,261
Total number of active participants reported on line 7a of the Form 55002019-10-013,073
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-011,479
Total of all active and inactive participants2019-10-014,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-014,552
Number of participants with account balances2019-10-014,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-014,261
Total number of active participants reported on line 7a of the Form 55002018-10-013,073
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-011,479
Total of all active and inactive participants2018-10-014,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-014,552
Number of participants with account balances2018-10-014,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-013,589
Total number of active participants reported on line 7a of the Form 55002017-10-012,898
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-011,198
Total of all active and inactive participants2017-10-014,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-014,096
Number of participants with account balances2017-10-013,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-013,306
Total number of active participants reported on line 7a of the Form 55002016-10-012,641
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01964
Total of all active and inactive participants2016-10-013,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-013,605
Number of participants with account balances2016-10-013,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012,985
Total number of active participants reported on line 7a of the Form 55002015-10-012,463
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01812
Total of all active and inactive participants2015-10-013,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-013,275
Number of participants with account balances2015-10-012,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012,779
Total number of active participants reported on line 7a of the Form 55002014-10-012,275
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01699
Total of all active and inactive participants2014-10-012,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-012,974
Number of participants with account balances2014-10-012,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012,413
Total number of active participants reported on line 7a of the Form 55002013-10-012,256
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01527
Total of all active and inactive participants2013-10-012,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-012,783
Number of participants with account balances2013-10-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012,251
Total number of active participants reported on line 7a of the Form 55002012-10-011,951
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01528
Total of all active and inactive participants2012-10-012,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-012,479
Number of participants with account balances2012-10-011,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-012,125
Total number of active participants reported on line 7a of the Form 55002011-10-011,893
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01441
Total of all active and inactive participants2011-10-012,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-012,334
Number of participants with account balances2011-10-011,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-011,724
Total number of active participants reported on line 7a of the Form 55002010-10-012,032
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-01312
Total of all active and inactive participants2010-10-012,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-012,344
Number of participants with account balances2010-10-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-012,111
Total number of active participants reported on line 7a of the Form 55002009-10-011,805
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01607
Total of all active and inactive participants2009-10-012,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-012,412
Number of participants with account balances2009-10-012,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-4,953,408
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,517,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,307,493
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,498
Value of total corrective distributions2022-12-31$7,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,987,886
Value of total assets at end of year2022-12-31$154,975,141
Value of total assets at beginning of year2022-12-31$178,445,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$203,471
Total interest from all sources2022-12-31$88,453
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,002,490
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$3,002,490
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$18,745,679
Participant contributions at end of year2022-12-31$1,898,877
Participant contributions at beginning of year2022-12-31$1,784,680
Participant contributions at end of year2022-12-31$898
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,242,207
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,123
Other income not declared elsewhere2022-12-31$679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,470,850
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,975,141
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$178,445,991
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$153,075,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$176,661,311
Interest on participant loans2022-12-31$88,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,032,916
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 contributions2022-12-31Yes
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$18,306,370
Contract administrator fees2022-12-31$203,471
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS 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$40,593,741
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,149,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,643,197
Expenses. Certain deemed distributions of participant loans2021-12-31$100,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,299,989
Value of total assets at end of year2021-12-31$176,366,227
Value of total assets at beginning of year2021-12-31$157,921,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$405,253
Total interest from all sources2021-12-31$270,161
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,137,861
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$3,137,861
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$17,262,111
Participant contributions at end of year2021-12-31$1,831,745
Participant contributions at beginning of year2021-12-31$1,846,282
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,037,128
Other income not declared elsewhere2021-12-31$22,403
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$18,444,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$176,366,227
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$157,921,746
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$173,471,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$143,478,414
Interest on participant loans2021-12-31$95,134
Interest earned on other investments2021-12-31$175,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,062,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,597,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,863,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,643,197
Contract administrator fees2021-12-31$405,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$38,019,307
Total of all expenses incurred2020-12-31$8,799,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,504,106
Expenses. Certain deemed distributions of participant loans2020-12-31$1,317
Value of total corrective distributions2020-12-31$9,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,379,324
Value of total assets at end of year2020-12-31$157,921,746
Value of total assets at beginning of year2020-12-31$128,702,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$285,000
Total interest from all sources2020-12-31$329,727
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,655,201
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$3,655,201
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,575,848
Participant contributions at end of year2020-12-31$1,846,282
Participant contributions at beginning of year2020-12-31$1,499,114
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,762,231
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$29,219,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$157,921,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,702,364
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$143,478,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,544,372
Interest on participant loans2020-12-31$96,244
Interest earned on other investments2020-12-31$233,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,597,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,658,878
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,841,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,655,055
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$41,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,662,166
Contract administrator fees2020-12-31$285,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,673,437
Total of all expenses incurred2019-12-31$2,302,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,205,930
Expenses. Certain deemed distributions of participant loans2019-12-31$26,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,022,447
Value of total assets at end of year2019-12-31$128,702,364
Value of total assets at beginning of year2019-12-31$119,331,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,568
Total interest from all sources2019-12-31$67,717
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,688,232
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$2,688,232
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,423,286
Participant contributions at end of year2019-12-31$1,499,114
Participant contributions at beginning of year2019-12-31$1,538,186
Participant contributions at end of year2019-12-31$524,732
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$599,161
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$9,371,294
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,702,364
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,331,070
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$117,544,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$108,012,069
Interest on participant loans2019-12-31$16,946
Interest earned on other investments2019-12-31$50,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,658,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,780,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,895,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,479,149
Employer contributions (assets) at end of year2019-12-31$1,479,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,205,930
Contract administrator fees2019-12-31$69,568
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Total income from all sources (including contributions)2019-09-30$21,434,422
Total of all expenses incurred2019-09-30$5,623,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$5,302,717
Expenses. Certain deemed distributions of participant loans2019-09-30$56,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$18,220,504
Value of total assets at end of year2019-09-30$119,331,070
Value of total assets at beginning of year2019-09-30$103,520,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$264,600
Total interest from all sources2019-09-30$260,068
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$3,289,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$3,289,268
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$15,343,767
Participant contributions at end of year2019-09-30$1,538,186
Participant contributions at beginning of year2019-09-30$1,524,157
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$2,875,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$15,810,510
Value of net assets at end of year (total assets less liabilities)2019-09-30$119,331,070
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$103,520,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$108,012,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$93,401,611
Interest on participant loans2019-09-30$76,094
Interest earned on other investments2019-09-30$183,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$9,780,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$8,594,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-335,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$5,302,717
Contract administrator fees2019-09-30$264,600
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BDO USA, LLP
Accountancy firm EIN2019-09-30135381590
2018 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$23,143,810
Total of all expenses incurred2018-09-30$9,159,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$8,873,913
Expenses. Certain deemed distributions of participant loans2018-09-30$-2,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$15,155,297
Value of total assets at end of year2018-09-30$103,520,560
Value of total assets at beginning of year2018-09-30$89,535,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$287,811
Total interest from all sources2018-09-30$241,530
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$2,764,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$2,764,538
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$13,042,771
Participant contributions at end of year2018-09-30$1,524,157
Participant contributions at beginning of year2018-09-30$1,328,518
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$2,112,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$13,984,579
Value of net assets at end of year (total assets less liabilities)2018-09-30$103,520,560
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$89,535,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$93,401,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$79,115,191
Interest on participant loans2018-09-30$61,883
Interest earned on other investments2018-09-30$179,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$8,594,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$9,092,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$4,982,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$8,873,913
Contract administrator fees2018-09-30$287,811
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BDO USA, LLP
Accountancy firm EIN2018-09-30135381590
2017 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$22,546,449
Total loss/gain on sale of assets2017-09-30$7,877,001
Total of all expenses incurred2017-09-30$5,209,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,941,218
Expenses. Certain deemed distributions of participant loans2017-09-30$18,093
Value of total corrective distributions2017-09-30$13,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$12,537,902
Value of total assets at end of year2017-09-30$89,535,981
Value of total assets at beginning of year2017-09-30$72,199,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$236,976
Total interest from all sources2017-09-30$236,131
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,895,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,895,415
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$11,091,413
Participant contributions at end of year2017-09-30$1,328,518
Participant contributions at beginning of year2017-09-30$1,096,594
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$1,446,489
Administrative expenses (other) incurred2017-09-30$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$17,336,522
Value of net assets at end of year (total assets less liabilities)2017-09-30$89,535,981
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$72,199,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$79,115,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$62,594,992
Interest on participant loans2017-09-30$48,522
Interest earned on other investments2017-09-30$187,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$9,092,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$8,507,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,941,218
Contract administrator fees2017-09-30$236,725
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$7,877,001
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BDO USA, LLP
Accountancy firm EIN2017-09-30135381590
2016 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$16,544,366
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$4,551,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$4,358,164
Expenses. Certain deemed distributions of participant loans2016-09-30$-35,821
Value of total corrective distributions2016-09-30$33,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$10,407,590
Value of total assets at end of year2016-09-30$72,199,459
Value of total assets at beginning of year2016-09-30$60,206,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$195,592
Total interest from all sources2016-09-30$216,845
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$2,128,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$2,128,818
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$9,722,763
Participant contributions at end of year2016-09-30$1,096,594
Participant contributions at beginning of year2016-09-30$872,200
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$671,433
Administrative expenses (other) incurred2016-09-30$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$11,992,990
Value of net assets at end of year (total assets less liabilities)2016-09-30$72,199,459
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$60,206,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$62,594,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$51,468,331
Interest on participant loans2016-09-30$38,401
Interest earned on other investments2016-09-30$178,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$8,507,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$7,865,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,791,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$13,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$4,358,164
Contract administrator fees2016-09-30$195,419
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BDO USA, LLP
Accountancy firm EIN2016-09-30135381590
2015 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$9,912,339
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$4,449,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,201,660
Expenses. Certain deemed distributions of participant loans2015-09-30$68,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$11,100,536
Value of total assets at end of year2015-09-30$60,206,469
Value of total assets at beginning of year2015-09-30$54,743,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$179,103
Total interest from all sources2015-09-30$192,027
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$1,594,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$1,594,149
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$0
Amount contributed by the employer to the plan for this plan year2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$9,080,341
Participant contributions at end of year2015-09-30$872,200
Participant contributions at beginning of year2015-09-30$778,038
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,003,230
Administrative expenses (other) incurred2015-09-30$1,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$5,462,915
Value of net assets at end of year (total assets less liabilities)2015-09-30$60,206,469
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$54,743,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$51,468,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$46,432,503
Interest on participant loans2015-09-30$30,208
Interest earned on other investments2015-09-30$161,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$7,865,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$7,533,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-2,974,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$16,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,201,660
Contract administrator fees2015-09-30$177,624
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BDO USA, LLP
Accountancy firm EIN2015-09-30135381590
2014 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$12,896,919
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$5,425,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$5,297,750
Expenses. Certain deemed distributions of participant loans2014-09-30$37,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$8,397,875
Value of total assets at end of year2014-09-30$54,743,554
Value of total assets at beginning of year2014-09-30$47,272,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$89,633
Total interest from all sources2014-09-30$199,612
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$1,652,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$1,652,933
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$7,976,497
Participant contributions at end of year2014-09-30$778,038
Participant contributions at beginning of year2014-09-30$716,473
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$420,590
Administrative expenses (other) incurred2014-09-30$470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$7,471,548
Value of net assets at end of year (total assets less liabilities)2014-09-30$54,743,554
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$47,272,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$46,432,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$39,237,499
Interest on participant loans2014-09-30$26,821
Interest earned on other investments2014-09-30$172,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$7,533,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$7,318,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,646,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$5,297,750
Contract administrator fees2014-09-30$89,163
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BDO USA, LLP
Accountancy firm EIN2014-09-30135381590
2013 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$12,950,749
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$4,804,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$4,736,341
Expenses. Certain deemed distributions of participant loans2013-09-30$1,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$7,550,169
Value of total assets at end of year2013-09-30$47,272,006
Value of total assets at beginning of year2013-09-30$39,125,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$66,789
Total interest from all sources2013-09-30$187,316
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$854,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$854,478
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$6,799,601
Participant contributions at end of year2013-09-30$716,473
Participant contributions at beginning of year2013-09-30$605,599
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$750,568
Administrative expenses (other) incurred2013-09-30$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$8,146,530
Value of net assets at end of year (total assets less liabilities)2013-09-30$47,272,006
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$39,125,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$39,237,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$32,159,557
Interest on participant loans2013-09-30$23,269
Interest earned on other investments2013-09-30$164,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$7,318,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$6,360,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$4,358,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$4,736,341
Contract administrator fees2013-09-30$66,692
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BDO USA, LLP
Accountancy firm EIN2013-09-30135381590
2012 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$12,535,146
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$4,082,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$4,001,910
Expenses. Certain deemed distributions of participant loans2012-09-30$32,041
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$6,697,984
Value of total assets at end of year2012-09-30$39,125,476
Value of total assets at beginning of year2012-09-30$30,673,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$48,903
Total interest from all sources2012-09-30$186,972
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$524,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$524,738
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$6,303,175
Participant contributions at end of year2012-09-30$605,599
Participant contributions at beginning of year2012-09-30$654,207
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$394,809
Administrative expenses (other) incurred2012-09-30$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$8,452,292
Value of net assets at end of year (total assets less liabilities)2012-09-30$39,125,476
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$30,673,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$32,159,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$24,590,924
Interest on participant loans2012-09-30$20,897
Interest earned on other investments2012-09-30$166,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$6,360,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$5,428,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$5,125,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$4,001,910
Contract administrator fees2012-09-30$48,861
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MIKUNDA COTTRELL & COMPANY
Accountancy firm EIN2012-09-30920088037
2011 : ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$5,316,158
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$2,709,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,635,303
Expenses. Certain deemed distributions of participant loans2011-09-30$35,657
Value of total corrective distributions2011-09-30$1,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$6,008,140
Value of total assets at end of year2011-09-30$30,673,183
Value of total assets at beginning of year2011-09-30$28,066,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$37,853
Total interest from all sources2011-09-30$176,088
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$400,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$400,180
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$5,813,545
Participant contributions at end of year2011-09-30$654,207
Participant contributions at beginning of year2011-09-30$766,194
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$194,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$2,606,293
Value of net assets at end of year (total assets less liabilities)2011-09-30$30,673,183
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$28,066,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$24,590,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$22,994,423
Interest on participant loans2011-09-30$20,145
Interest earned on other investments2011-09-30$155,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$5,428,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$4,306,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-1,268,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$2,635,303
Contract administrator fees2011-09-30$37,853
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MIKUNDA, COTTRELL & COMPANY
Accountancy firm EIN2011-09-30920088037

Form 5500 Responses for ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN

2022: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01First time form 5500 has been submittedYes
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered201
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered4360
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered4145
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered212
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered212
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered4117
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 2
Insurance contract or identification number62109
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered224
Contracts With Unallocated Funds Deposit Administration1
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 number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered2333
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered280
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered309
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 CO (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered1917
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 CO (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered1688
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered347
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $64
Insurance broker organization code?3
Insurance broker nameWELCH, DONAVAN J
VARIABLE ANNUITY LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered1429
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered370
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 CO (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62109
Policy instance 2
Insurance contract or identification number62109
Number of Individuals Covered1256
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number62109
Policy instance 1
Insurance contract or identification number62109
Number of Individuals Covered483
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $946
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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