401k Plan data: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND plan

403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 401k Plan overview

Plan Name	403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND
Plan identification number	005

403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND has sponsored the creation of one or more 401k plans.

Company Name: CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Employer identification number (EIN): 940382330

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-07-01
005 2021-07-01
005 2020-07-01
005 2019-07-01
005 2018-07-01
005 2018-01-01 BARBARA SPINDLE
005 2017-01-01 BARBARA SPINDLE
005 2016-01-01 BARBARA SPINDLE
005 2015-01-01 BARBARA SPINDLE
005 2014-01-01 BARBARA SPINDLE
005 2013-01-01 BARBARA SPINDLE
005 2012-01-01 BARBARA SPINDLE
005 2011-01-01 BARBARA SPINDLE
005 2010-01-01 BARBARA SPINDLE
005 2009-01-01 CATHERINE SHACHAT

Plan Statistics for 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND

401k plan membership statisitcs for 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND

Measure Date Value
2022: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2022 401k membership
Total participants, beginning-of-year 2022-07-01 4,358
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 2,765
Number of retired or separated participants receiving benefits 2022-07-01 138
Number of other retired or separated participants entitled to future benefits 2022-07-01 1,757
Total of all active and inactive participants 2022-07-01 4,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 30
Total participants 2022-07-01 4,690
Number of participants with account balances 2022-07-01 4,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 4,234
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 2,552
Number of retired or separated participants receiving benefits 2021-07-01 64
Number of other retired or separated participants entitled to future benefits 2021-07-01 1,713
Total of all active and inactive participants 2021-07-01 4,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 25
Total participants 2021-07-01 4,354
Number of participants with account balances 2021-07-01 4,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 4,253
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 2,493
Number of retired or separated participants receiving benefits 2020-07-01 26
Number of other retired or separated participants entitled to future benefits 2020-07-01 1,688
Total of all active and inactive participants 2020-07-01 4,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 22
Total participants 2020-07-01 4,229
Number of participants with account balances 2020-07-01 4,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 1
2019: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 4,187
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2,701
Number of retired or separated participants receiving benefits 2019-07-01 58
Number of other retired or separated participants entitled to future benefits 2019-07-01 1,473
Total of all active and inactive participants 2019-07-01 4,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 18
Total participants 2019-07-01 4,250
Number of participants with account balances 2019-07-01 4,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 4,025
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 2,701
Number of retired or separated participants receiving benefits 2018-07-01 58
Number of other retired or separated participants entitled to future benefits 2018-07-01 1,407
Total of all active and inactive participants 2018-07-01 4,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 17
Total participants 2018-07-01 4,183
Number of participants with account balances 2018-07-01 4,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Total participants, beginning-of-year 2018-01-01 3,762
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,664
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,319
Total of all active and inactive participants 2018-01-01 4,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 17
Total participants 2018-01-01 4,025
Number of participants with account balances 2018-01-01 4,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,022
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,481
Number of retired or separated participants receiving benefits 2017-01-01 55
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,212
Total of all active and inactive participants 2017-01-01 3,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 14
Total participants 2017-01-01 3,762
Number of participants with account balances 2017-01-01 3,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,807
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,886
Number of retired or separated participants receiving benefits 2016-01-01 46
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,074
Total of all active and inactive participants 2016-01-01 4,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 16
Total participants 2016-01-01 4,022
Number of participants with account balances 2016-01-01 3,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,116
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,758
Number of retired or separated participants receiving benefits 2015-01-01 49
Number of other retired or separated participants entitled to future benefits 2015-01-01 988
Total of all active and inactive participants 2015-01-01 3,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 12
Total participants 2015-01-01 3,807
Number of participants with account balances 2015-01-01 3,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,845
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,200
Number of retired or separated participants receiving benefits 2014-01-01 49
Number of other retired or separated participants entitled to future benefits 2014-01-01 851
Total of all active and inactive participants 2014-01-01 3,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 15
Total participants 2014-01-01 3,115
Number of participants with account balances 2014-01-01 3,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,396
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,087
Number of retired or separated participants receiving benefits 2013-01-01 44
Number of other retired or separated participants entitled to future benefits 2013-01-01 700
Total of all active and inactive participants 2013-01-01 2,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 14
Total participants 2013-01-01 2,845
Number of participants with account balances 2013-01-01 2,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,301
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,738
Number of retired or separated participants receiving benefits 2012-01-01 43
Number of other retired or separated participants entitled to future benefits 2012-01-01 605
Total of all active and inactive participants 2012-01-01 3,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 10
Total participants 2012-01-01 3,396
Number of participants with account balances 2012-01-01 2,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,453
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,818
Number of retired or separated participants receiving benefits 2011-01-01 31
Number of other retired or separated participants entitled to future benefits 2011-01-01 443
Total of all active and inactive participants 2011-01-01 3,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 9
Total participants 2011-01-01 3,301
Number of participants with account balances 2011-01-01 2,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,701
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,948
Number of retired or separated participants receiving benefits 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 484
Total of all active and inactive participants 2010-01-01 3,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 13
Total participants 2010-01-01 3,453
Number of participants with account balances 2010-01-01 2,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,755
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,665
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 2,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 9
Total participants 2009-01-01 2,701
Number of participants with account balances 2009-01-01 2,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2022 401k membership
Total participants, beginning-of-year	2022-07-01	4,358
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	2,765
Number of retired or separated participants receiving benefits	2022-07-01	138
Number of other retired or separated participants entitled to future benefits	2022-07-01	1,757
Total of all active and inactive participants	2022-07-01	4,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	30
Total participants	2022-07-01	4,690
Number of participants with account balances	2022-07-01	4,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	4,234
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	2,552
Number of retired or separated participants receiving benefits	2021-07-01	64
Number of other retired or separated participants entitled to future benefits	2021-07-01	1,713
Total of all active and inactive participants	2021-07-01	4,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	25
Total participants	2021-07-01	4,354
Number of participants with account balances	2021-07-01	4,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	4,253
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	2,493
Number of retired or separated participants receiving benefits	2020-07-01	26
Number of other retired or separated participants entitled to future benefits	2020-07-01	1,688
Total of all active and inactive participants	2020-07-01	4,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	22
Total participants	2020-07-01	4,229
Number of participants with account balances	2020-07-01	4,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	1
2019: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	4,187
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2,701
Number of retired or separated participants receiving benefits	2019-07-01	58
Number of other retired or separated participants entitled to future benefits	2019-07-01	1,473
Total of all active and inactive participants	2019-07-01	4,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	18
Total participants	2019-07-01	4,250
Number of participants with account balances	2019-07-01	4,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	4,025
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	2,701
Number of retired or separated participants receiving benefits	2018-07-01	58
Number of other retired or separated participants entitled to future benefits	2018-07-01	1,407
Total of all active and inactive participants	2018-07-01	4,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	17
Total participants	2018-07-01	4,183
Number of participants with account balances	2018-07-01	4,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Total participants, beginning-of-year	2018-01-01	3,762
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,664
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,319
Total of all active and inactive participants	2018-01-01	4,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	17
Total participants	2018-01-01	4,025
Number of participants with account balances	2018-01-01	4,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,022
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,481
Number of retired or separated participants receiving benefits	2017-01-01	55
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,212
Total of all active and inactive participants	2017-01-01	3,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	14
Total participants	2017-01-01	3,762
Number of participants with account balances	2017-01-01	3,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,807
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,886
Number of retired or separated participants receiving benefits	2016-01-01	46
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,074
Total of all active and inactive participants	2016-01-01	4,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	16
Total participants	2016-01-01	4,022
Number of participants with account balances	2016-01-01	3,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,116
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,758
Number of retired or separated participants receiving benefits	2015-01-01	49
Number of other retired or separated participants entitled to future benefits	2015-01-01	988
Total of all active and inactive participants	2015-01-01	3,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	12
Total participants	2015-01-01	3,807
Number of participants with account balances	2015-01-01	3,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,845
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,200
Number of retired or separated participants receiving benefits	2014-01-01	49
Number of other retired or separated participants entitled to future benefits	2014-01-01	851
Total of all active and inactive participants	2014-01-01	3,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	15
Total participants	2014-01-01	3,115
Number of participants with account balances	2014-01-01	3,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,396
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,087
Number of retired or separated participants receiving benefits	2013-01-01	44
Number of other retired or separated participants entitled to future benefits	2013-01-01	700
Total of all active and inactive participants	2013-01-01	2,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	14
Total participants	2013-01-01	2,845
Number of participants with account balances	2013-01-01	2,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,301
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,738
Number of retired or separated participants receiving benefits	2012-01-01	43
Number of other retired or separated participants entitled to future benefits	2012-01-01	605
Total of all active and inactive participants	2012-01-01	3,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	10
Total participants	2012-01-01	3,396
Number of participants with account balances	2012-01-01	2,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,453
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,818
Number of retired or separated participants receiving benefits	2011-01-01	31
Number of other retired or separated participants entitled to future benefits	2011-01-01	443
Total of all active and inactive participants	2011-01-01	3,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	9
Total participants	2011-01-01	3,301
Number of participants with account balances	2011-01-01	2,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,701
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,948
Number of retired or separated participants receiving benefits	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	484
Total of all active and inactive participants	2010-01-01	3,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	13
Total participants	2010-01-01	3,453
Number of participants with account balances	2010-01-01	2,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,755
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,665
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	2,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	9
Total participants	2009-01-01	2,701
Number of participants with account balances	2009-01-01	2,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND

Measure	Date	Value
2023 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$59,277,891
Total of all expenses incurred	2023-06-30	$24,253,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$23,738,154
Expenses. Certain deemed distributions of participant loans	2023-06-30	$3,532
Value of total corrective distributions	2023-06-30	$2,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$23,681,696
Value of total assets at end of year	2023-06-30	$350,801,115
Value of total assets at beginning of year	2023-06-30	$315,777,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$510,075
Total interest from all sources	2023-06-30	$1,785,268
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$4,373,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$4,373,324
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$22,731,065
Participant contributions at end of year	2023-06-30	$3,821,335
Participant contributions at beginning of year	2023-06-30	$3,505,249
Participant contributions at end of year	2023-06-30	$898,433
Participant contributions at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$950,631
Administrative expenses (other) incurred	2023-06-30	$510,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$35,024,088
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$350,801,115
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$315,777,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$289,681,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$250,712,844
Interest on participant loans	2023-06-30	$204,804
Interest earned on other investments	2023-06-30	$1,580,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$20,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$20,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$56,399,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$61,538,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$29,437,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$23,738,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	No
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2023-06-30	910189318
2022 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-23,942,331
Total of all expenses incurred	2022-06-30	$20,916,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$20,298,597
Expenses. Certain deemed distributions of participant loans	2022-06-30	$38,586
Value of total corrective distributions	2022-06-30	$7,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$21,500,085
Value of total assets at end of year	2022-06-30	$315,777,027
Value of total assets at beginning of year	2022-06-30	$360,635,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$572,088
Total interest from all sources	2022-06-30	$1,730,455
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$8,602,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$8,602,686
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$20,829,003
Participant contributions at end of year	2022-06-30	$3,505,249
Participant contributions at beginning of year	2022-06-30	$3,009,139
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$654,372
Administrative expenses (other) incurred	2022-06-30	$572,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-44,858,788
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$315,777,027
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$360,635,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$250,712,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$299,719,213
Interest on participant loans	2022-06-30	$175,395
Interest earned on other investments	2022-06-30	$1,555,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$20,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$61,538,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$57,907,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-55,775,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$16,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$20,298,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2021 401k financial data
Total transfer of assets to this plan	2021-06-30	$97,443
Total income from all sources (including contributions)	2021-06-30	$98,398,439
Total of all expenses incurred	2021-06-30	$24,368,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$23,770,735
Expenses. Certain deemed distributions of participant loans	2021-06-30	$42,860
Value of total corrective distributions	2021-06-30	$6,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$20,776,414
Value of total assets at end of year	2021-06-30	$360,635,815
Value of total assets at beginning of year	2021-06-30	$286,508,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$548,635
Total interest from all sources	2021-06-30	$1,834,473
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$5,153,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$5,153,761
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$19,511,064
Participant contributions at end of year	2021-06-30	$3,009,139
Participant contributions at beginning of year	2021-06-30	$2,844,422
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$747
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,265,350
Administrative expenses (other) incurred	2021-06-30	$548,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$74,029,598
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$360,635,815
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$286,508,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$299,719,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$223,972,343
Interest on participant loans	2021-06-30	$177,523
Interest earned on other investments	2021-06-30	$1,656,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$57,907,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$59,691,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$70,633,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$23,770,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2020 401k financial data
Total transfer of assets to this plan	2020-06-30	$290,080
Total income from all sources (including contributions)	2020-06-30	$31,663,304
Total of all expenses incurred	2020-06-30	$25,397,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$25,199,442
Expenses. Certain deemed distributions of participant loans	2020-06-30	$26,997
Value of total corrective distributions	2020-06-30	$2,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$19,733,902
Value of total assets at end of year	2020-06-30	$286,508,774
Value of total assets at beginning of year	2020-06-30	$279,952,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$168,719
Total interest from all sources	2020-06-30	$1,557,326
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$3,456,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$3,456,146
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$18,733,510
Participant contributions at end of year	2020-06-30	$2,844,422
Participant contributions at beginning of year	2020-06-30	$2,437,554
Participant contributions at end of year	2020-06-30	$747
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$996,803
Administrative expenses (other) incurred	2020-06-30	$168,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$6,265,889
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$286,508,774
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$279,952,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$223,972,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$219,425,228
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$24,830,839
Interest on participant loans	2020-06-30	$169,635
Interest earned on other investments	2020-06-30	$1,387,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$59,691,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$33,259,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$6,705,394
Net investment gain/loss from pooled separate accounts	2020-06-30	$210,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$25,199,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2019 401k financial data
Total transfer of assets to this plan	2019-06-30	$639,031
Total income from all sources (including contributions)	2019-06-30	$34,531,661
Total of all expenses incurred	2019-06-30	$18,324,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$18,233,427
Expenses. Certain deemed distributions of participant loans	2019-06-30	$41,674
Value of total corrective distributions	2019-06-30	$3,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$19,320,991
Value of total assets at end of year	2019-06-30	$279,952,805
Value of total assets at beginning of year	2019-06-30	$263,106,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$46,546
Total interest from all sources	2019-06-30	$1,274,177
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$3,374,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$3,374,010
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$18,454,775
Participant contributions at end of year	2019-06-30	$2,437,554
Participant contributions at beginning of year	2019-06-30	$2,409,760
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$827,065
Administrative expenses (other) incurred	2019-06-30	$46,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$16,206,863
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$279,952,805
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$263,106,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$219,425,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$201,432,618
Value of interest in pooled separate accounts at end of year	2019-06-30	$24,830,839
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$25,093,654
Interest on participant loans	2019-06-30	$150,769
Interest earned on other investments	2019-06-30	$1,123,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$33,259,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$34,170,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$10,192,466
Net investment gain/loss from pooled separate accounts	2019-06-30	$370,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$39,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$18,233,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$13,246,912
Total of all expenses incurred	2018-06-30	$10,373,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$10,352,998
Expenses. Certain deemed distributions of participant loans	2018-06-30	$2,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$9,661,549
Value of total assets at end of year	2018-06-30	$263,106,911
Value of total assets at beginning of year	2018-06-30	$260,233,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$17,999
Total interest from all sources	2018-06-30	$623,714
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,411,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,411,301
Administrative expenses professional fees incurred	2018-06-30	$3,761
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$9,191,135
Participant contributions at end of year	2018-06-30	$2,409,760
Participant contributions at beginning of year	2018-06-30	$2,447,493
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$15,231
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$470,414
Administrative expenses (other) incurred	2018-06-30	$14,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,873,774
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$263,106,911
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$260,233,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$201,432,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$196,869,669
Value of interest in pooled separate accounts at end of year	2018-06-30	$25,093,654
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$25,331,585
Interest on participant loans	2018-06-30	$66,118
Interest earned on other investments	2018-06-30	$557,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$34,170,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$35,569,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,396,261
Net investment gain/loss from pooled separate accounts	2018-06-30	$154,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$10,352,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
2017 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$81,732
Total income from all sources (including contributions)	2017-12-31	$50,988,910
Total of all expenses incurred	2017-12-31	$20,279,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$20,243,354
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,593
Value of total corrective distributions	2017-12-31	$6,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$17,470,756
Value of total assets at end of year	2017-12-31	$260,233,137
Value of total assets at beginning of year	2017-12-31	$229,442,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,713
Total interest from all sources	2017-12-31	$1,324,521
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,381,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,381,903
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$16,529,685
Participant contributions at end of year	2017-12-31	$2,447,493
Participant contributions at beginning of year	2017-12-31	$2,582,082
Participant contributions at end of year	2017-12-31	$15,231
Participant contributions at beginning of year	2017-12-31	$15,030
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$941,071
Administrative expenses (other) incurred	2017-12-31	$24,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$30,708,913
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$260,233,137
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$229,442,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$196,869,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$165,037,777
Value of interest in pooled separate accounts at end of year	2017-12-31	$25,331,585
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$25,383,903
Interest on participant loans	2017-12-31	$135,993
Interest earned on other investments	2017-12-31	$1,187,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$452,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$452,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$35,569,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$35,971,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$29,534,188
Net investment gain/loss from pooled separate accounts	2017-12-31	$277,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$20,243,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$25,766
Total income from all sources (including contributions)	2016-12-31	$30,501,824
Total of all expenses incurred	2016-12-31	$16,527,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$16,477,025
Expenses. Certain deemed distributions of participant loans	2016-12-31	$27,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$17,474,084
Value of total assets at end of year	2016-12-31	$229,442,492
Value of total assets at beginning of year	2016-12-31	$215,442,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,876
Total interest from all sources	2016-12-31	$1,328,165
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,890,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,890,428
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$16,053,267
Participant contributions at end of year	2016-12-31	$2,582,082
Participant contributions at beginning of year	2016-12-31	$2,177,863
Participant contributions at end of year	2016-12-31	$15,030
Participant contributions at beginning of year	2016-12-31	$2,615
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,420,817
Administrative expenses (other) incurred	2016-12-31	$22,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$13,974,577
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$229,442,492
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$215,442,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$165,037,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$136,514,978
Value of interest in pooled separate accounts at end of year	2016-12-31	$25,383,903
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$40,606,996
Interest on participant loans	2016-12-31	$128,275
Interest earned on other investments	2016-12-31	$1,199,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$452,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$451,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$451,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$35,971,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$35,688,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$9,530,602
Net investment gain/loss from pooled separate accounts	2016-12-31	$278,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$16,477,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$17,277,200
Total of all expenses incurred	2015-12-31	$14,585,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$14,553,494
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,742
Value of total corrective distributions	2015-12-31	$1,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$15,959,794
Value of total assets at end of year	2015-12-31	$215,442,149
Value of total assets at beginning of year	2015-12-31	$212,750,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,498
Total interest from all sources	2015-12-31	$1,313,068
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,882,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,882,453
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$14,654,826
Participant contributions at end of year	2015-12-31	$2,177,863
Participant contributions at beginning of year	2015-12-31	$2,044,277
Participant contributions at end of year	2015-12-31	$2,615
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,304,968
Administrative expenses (other) incurred	2015-12-31	$19,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,691,804
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$215,442,149
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$212,750,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$136,514,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$131,516,932
Value of interest in pooled separate accounts at end of year	2015-12-31	$40,606,996
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$42,050,607
Interest on participant loans	2015-12-31	$108,489
Interest earned on other investments	2015-12-31	$1,204,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$451,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$35,688,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$37,138,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,021,063
Net investment gain/loss from pooled separate accounts	2015-12-31	$142,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$14,553,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$25,851,776
Total of all expenses incurred	2014-12-31	$13,056,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$13,034,239
Expenses. Certain deemed distributions of participant loans	2014-12-31	$7,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$14,024,373
Value of total assets at end of year	2014-12-31	$212,750,345
Value of total assets at beginning of year	2014-12-31	$199,955,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,308
Total interest from all sources	2014-12-31	$1,338,685
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,234,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,234,695
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$13,663,235
Participant contributions at end of year	2014-12-31	$2,044,277
Participant contributions at beginning of year	2014-12-31	$1,778,719
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$361,138
Administrative expenses (other) incurred	2014-12-31	$15,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$12,795,020
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$212,750,345
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$199,955,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$131,516,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$116,758,423
Value of interest in pooled separate accounts at end of year	2014-12-31	$42,050,607
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$43,301,260
Interest on participant loans	2014-12-31	$95,215
Interest earned on other investments	2014-12-31	$1,243,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$37,138,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$38,116,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,802,960
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,451,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$13,034,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$37,656,615
Total of all expenses incurred	2013-12-31	$10,187,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,163,500
Expenses. Certain deemed distributions of participant loans	2013-12-31	$8,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$13,119,525
Value of total assets at end of year	2013-12-31	$199,955,325
Value of total assets at beginning of year	2013-12-31	$172,485,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,072
Total interest from all sources	2013-12-31	$1,336,321
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,665,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,665,838
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$12,847,378
Participant contributions at end of year	2013-12-31	$1,778,719
Participant contributions at beginning of year	2013-12-31	$1,368,782
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$229,385
Administrative expenses (other) incurred	2013-12-31	$15,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$27,469,545
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$199,955,325
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$172,485,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$116,758,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$92,821,888
Value of interest in pooled separate accounts at end of year	2013-12-31	$43,301,260
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$40,490,706
Interest on participant loans	2013-12-31	$79,989
Interest earned on other investments	2013-12-31	$1,256,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$38,116,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$37,804,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$17,580,212
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,954,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$42,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,163,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$26,128,135
Total of all expenses incurred	2012-12-31	$11,439,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$11,311,457
Expenses. Certain deemed distributions of participant loans	2012-12-31	$86,153
Value of total corrective distributions	2012-12-31	$28,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$12,539,256
Value of total assets at end of year	2012-12-31	$172,485,780
Value of total assets at beginning of year	2012-12-31	$157,797,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,324
Total interest from all sources	2012-12-31	$1,350,241
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,229,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,229,106
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$12,235,774
Participant contributions at end of year	2012-12-31	$1,368,782
Participant contributions at beginning of year	2012-12-31	$1,195,853
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$303,482
Administrative expenses (other) incurred	2012-12-31	$13,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$14,688,400
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$172,485,780
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$157,797,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$92,821,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$78,407,655
Value of interest in pooled separate accounts at end of year	2012-12-31	$40,490,706
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$39,696,614
Interest on participant loans	2012-12-31	$83,009
Interest earned on other investments	2012-12-31	$1,267,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$37,804,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$38,497,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$8,792,937
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,216,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$11,311,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$1,436,671
Total income from all sources (including contributions)	2011-12-31	$12,947,129
Total of all expenses incurred	2011-12-31	$13,205,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$12,993,005
Expenses. Certain deemed distributions of participant loans	2011-12-31	$199,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$12,598,652
Value of total assets at end of year	2011-12-31	$157,797,380
Value of total assets at beginning of year	2011-12-31	$156,619,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,190
Total interest from all sources	2011-12-31	$1,336,424
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$982,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$982,475
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$11,140,857
Participant contributions at end of year	2011-12-31	$1,195,853
Participant contributions at beginning of year	2011-12-31	$1,066,512
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,457,795
Administrative expenses (other) incurred	2011-12-31	$13,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-258,760
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$157,797,380
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$156,619,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$78,407,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$75,360,675
Value of interest in pooled separate accounts at end of year	2011-12-31	$39,696,614
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$17,329,899
Interest on participant loans	2011-12-31	$66,436
Interest earned on other investments	2011-12-31	$1,269,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$38,497,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$62,862,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,079,370
Net investment gain/loss from pooled separate accounts	2011-12-31	$108,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$12,993,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$5,078,486
Total income from all sources (including contributions)	2010-12-31	$24,116,125
Total of all expenses incurred	2010-12-31	$16,448,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$16,315,536
Expenses. Certain deemed distributions of participant loans	2010-12-31	$112,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$11,612,391
Value of total assets at end of year	2010-12-31	$156,619,469
Value of total assets at beginning of year	2010-12-31	$143,873,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$20,411
Total interest from all sources	2010-12-31	$52,002
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$827,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$827,294
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$11,029,445
Participant contributions at end of year	2010-12-31	$1,066,512
Participant contributions at beginning of year	2010-12-31	$776,897
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$582,946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$323,603
Administrative expenses (other) incurred	2010-12-31	$20,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,667,921
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$156,619,469
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$143,873,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$75,360,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$61,060,686
Value of interest in pooled separate accounts at end of year	2010-12-31	$17,329,899
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$18,563,326
Interest on participant loans	2010-12-31	$52,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$62,862,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$63,472,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$7,233,600
Net investment gain/loss from pooled separate accounts	2010-12-31	$4,390,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$15,991,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318
2009 : 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND

2022: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	4304
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	419
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $67,102
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,102
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	274
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $21
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	142
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	4304
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	4089
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	147
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	289
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $24
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	447
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $62,727
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $62,727
Insurance broker organization code?	4

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	4089
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3957
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	151
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	304
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	466
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $74,309
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $74,309
Insurance broker organization code?	4

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3957
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3969
Insurance policy start date	2019-12-27
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	490
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $70,504
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $70,504
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	325
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	159
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3969
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3862
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	165
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	510
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $72,752
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $72,752
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	333
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	538
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $37,984
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,984
Insurance broker organization code?	4

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	338
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	173
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3738
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	554
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $118,447
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $118,447
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	416
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	178
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3670
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3282
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	193
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	611
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	435
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	3115
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	3115
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	459
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	3115
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	2845
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	483
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	2625
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	231
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	518
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	711
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $141,036
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $141,036
Insurance broker name	LINCOLN FINANCIAL ADVISORS

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	2305
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	743
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $107,679
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Number of Individuals Covered	539
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Number of Individuals Covered	231
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR15639

Policy instance

Insurance contract or identification number	CR15639
Number of Individuals Covered	777
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $63,819
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0829486/0826041

Policy instance

Insurance contract or identification number	0829486/0826041
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368438

Policy instance

Insurance contract or identification number	368438
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069358

Policy instance

Insurance contract or identification number	TT069358
Number of Individuals Covered	2128
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,132
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
Employer identification number (EIN):	940382330
NAIC Classification:	622000
NAIC Description:	Hospitals