Logo

EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameEL CAMINO HOSPITAL 403(B) RETIREMENT PLAN
Plan identification number 002

EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

EL CAMINO HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:EL CAMINO HOSPITAL
Employer identification number (EIN):943167314
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about EL CAMINO HOSPITAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1826391

More information about EL CAMINO HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULIE JOHNSTON
0022016-01-01JULIE JOHNSTON
0022015-01-01JULIE JOHNSTON
0022014-01-01JULIE JOHNSTON
0022013-01-01JULIE JOHNSTON JULIE JOHNSTON2014-10-10
0022012-01-01JULIE JOHNSTON JULIE JOHNSTON2013-10-11
0022011-01-01JULIE JOHNSTON
0022009-01-01JULIE JOHNSTON JULIE JOHNSTON2010-10-15

Plan Statistics for EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,881
Total number of active participants reported on line 7a of the Form 55002022-01-014,033
Number of retired or separated participants receiving benefits2022-01-0153
Number of other retired or separated participants entitled to future benefits2022-01-011,210
Total of all active and inactive participants2022-01-015,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-015,310
Number of participants with account balances2022-01-014,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,547
Total number of active participants reported on line 7a of the Form 55002021-01-013,787
Number of retired or separated participants receiving benefits2021-01-0150
Number of other retired or separated participants entitled to future benefits2021-01-011,034
Total of all active and inactive participants2021-01-014,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-014,881
Number of participants with account balances2021-01-014,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,590
Total number of active participants reported on line 7a of the Form 55002020-01-013,597
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01925
Total of all active and inactive participants2020-01-014,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-014,547
Number of participants with account balances2020-01-014,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,757
Total number of active participants reported on line 7a of the Form 55002019-01-013,644
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-01889
Total of all active and inactive participants2019-01-014,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-014,590
Number of participants with account balances2019-01-013,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,670
Total number of active participants reported on line 7a of the Form 55002018-01-013,613
Number of retired or separated participants receiving benefits2018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-011,090
Total of all active and inactive participants2018-01-014,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-014,757
Number of participants with account balances2018-01-014,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,688
Total number of active participants reported on line 7a of the Form 55002017-01-013,645
Number of retired or separated participants receiving benefits2017-01-0134
Number of other retired or separated participants entitled to future benefits2017-01-01987
Total of all active and inactive participants2017-01-014,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-014,670
Number of participants with account balances2017-01-013,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,645
Total number of active participants reported on line 7a of the Form 55002016-01-013,756
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01905
Total of all active and inactive participants2016-01-014,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-014,688
Number of participants with account balances2016-01-013,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,058
Total number of active participants reported on line 7a of the Form 55002015-01-013,772
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01821
Total of all active and inactive participants2015-01-014,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0133
Total participants2015-01-014,645
Number of participants with account balances2015-01-013,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,442
Total number of active participants reported on line 7a of the Form 55002014-01-013,951
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01623
Total of all active and inactive participants2014-01-014,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-014,594
Number of participants with account balances2014-01-013,407
2013: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,777
Total number of active participants reported on line 7a of the Form 55002013-01-013,835
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01587
Total of all active and inactive participants2013-01-014,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-014,442
Number of participants with account balances2013-01-013,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,557
Total number of active participants reported on line 7a of the Form 55002012-01-013,273
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-01481
Total of all active and inactive participants2012-01-013,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,777
Number of participants with account balances2012-01-012,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01105
2011: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,961
Total number of active participants reported on line 7a of the Form 55002011-01-013,107
Number of retired or separated participants receiving benefits2011-01-0121
Number of other retired or separated participants entitled to future benefits2011-01-01429
Total of all active and inactive participants2011-01-013,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,557
Number of participants with account balances2011-01-012,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,738
Total number of active participants reported on line 7a of the Form 55002009-01-013,738
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-013,744
Number of participants with account balances2009-01-012,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-66,860,736
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$35,397,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,248,085
Expenses. Certain deemed distributions of participant loans2022-12-31$112,003
Value of total corrective distributions2022-12-31$37,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$65,365,475
Value of total assets at end of year2022-12-31$690,814,153
Value of total assets at beginning of year2022-12-31$793,072,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,642,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,204,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$41,204,314
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$44,882,050
Participant contributions at end of year2022-12-31$10,312,093
Participant contributions at beginning of year2022-12-31$10,234,487
Assets. Other investments not covered elsewhere at end of year2022-12-31$19,608,949
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$23,178,721
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,718,671
Other income not declared elsewhere2022-12-31$301,583
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-102,258,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$690,814,153
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$793,072,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$589,472,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$694,422,147
Interest on participant loans2022-12-31$481,085
Interest earned on other investments2022-12-31$737,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,869,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,152,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,152,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$424,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,786,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$29,390,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-175,375,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,764,754
Employer contributions (assets) at end of year2022-12-31$15,764,754
Employer contributions (assets) at beginning of year2022-12-31$14,694,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,248,085
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$156,185,411
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$36,086,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$36,093,130
Expenses. Certain deemed distributions of participant loans2021-12-31$-19,462
Value of total corrective distributions2021-12-31$13,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$59,744,109
Value of total assets at end of year2021-12-31$793,072,602
Value of total assets at beginning of year2021-12-31$672,973,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$1,316,590
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$51,458,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$51,458,115
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$39,601,137
Participant contributions at end of year2021-12-31$10,234,487
Participant contributions at beginning of year2021-12-31$10,628,305
Assets. Other investments not covered elsewhere at end of year2021-12-31$23,178,721
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,197,320
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,448,132
Other income not declared elsewhere2021-12-31$355,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$120,098,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$793,072,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$672,973,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$694,422,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$574,832,480
Interest on participant loans2021-12-31$586,953
Interest earned on other investments2021-12-31$729,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,152,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$24,367,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$24,367,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$29,390,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$31,682,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,311,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,694,840
Employer contributions (assets) at end of year2021-12-31$14,694,840
Employer contributions (assets) at beginning of year2021-12-31$13,266,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,093,130
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$148,693,868
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,784,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,766,072
Expenses. Certain deemed distributions of participant loans2020-12-31$9,734
Value of total corrective distributions2020-12-31$8,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,652,443
Value of total assets at end of year2020-12-31$672,973,860
Value of total assets at beginning of year2020-12-31$569,064,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$1,329,185
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,917,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$25,917,529
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,885,715
Participant contributions at end of year2020-12-31$10,628,305
Participant contributions at beginning of year2020-12-31$8,510,892
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,197,320
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,899,188
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,500,728
Other income not declared elsewhere2020-12-31$213,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$103,909,131
Value of net assets at end of year (total assets less liabilities)2020-12-31$672,973,860
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$569,064,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$574,832,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$488,046,529
Interest on participant loans2020-12-31$473,581
Interest earned on other investments2020-12-31$755,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$24,367,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$17,696,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$17,696,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$99,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,682,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,797,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,580,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,266,000
Employer contributions (assets) at end of year2020-12-31$13,266,000
Employer contributions (assets) at beginning of year2020-12-31$12,114,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,766,072
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$148,717,697
Total income from all sources (including contributions)2019-12-31$148,717,697
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,091,417
Total of all expenses incurred2019-12-31$34,091,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,072,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,072,031
Value of total corrective distributions2019-12-31$19,386
Value of total corrective distributions2019-12-31$19,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,343,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,343,097
Value of total assets at end of year2019-12-31$569,064,729
Value of total assets at end of year2019-12-31$569,064,729
Value of total assets at beginning of year2019-12-31$454,438,449
Value of total assets at beginning of year2019-12-31$454,438,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$946,331
Total interest from all sources2019-12-31$946,331
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,481,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,481,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,481,747
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$34,510,046
Contributions received from participants2019-12-31$34,510,046
Participant contributions at end of year2019-12-31$8,510,892
Participant contributions at beginning of year2019-12-31$7,765,799
Participant contributions at beginning of year2019-12-31$7,765,799
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,899,188
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,899,188
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,993,115
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,993,115
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,718,264
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,718,264
Other income not declared elsewhere2019-12-31$149,365
Other income not declared elsewhere2019-12-31$149,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$114,626,280
Value of net income/loss2019-12-31$114,626,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$569,064,729
Value of net assets at end of year (total assets less liabilities)2019-12-31$569,064,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$454,438,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$488,046,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$488,046,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$381,087,508
Interest on participant loans2019-12-31$427,524
Interest on participant loans2019-12-31$427,524
Interest earned on other investments2019-12-31$120,900
Interest earned on other investments2019-12-31$120,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$17,696,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,828,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,828,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,828,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,828,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$397,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$397,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,797,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,364,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,364,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$71,797,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$71,797,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,114,787
Contributions received in cash from employer2019-12-31$12,114,787
Employer contributions (assets) at end of year2019-12-31$12,114,787
Employer contributions (assets) at end of year2019-12-31$12,114,787
Employer contributions (assets) at beginning of year2019-12-31$11,398,691
Employer contributions (assets) at beginning of year2019-12-31$11,398,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,072,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,072,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,297,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,651,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,612,245
Expenses. Certain deemed distributions of participant loans2018-12-31$10,624
Value of total corrective distributions2018-12-31$29,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$45,097,926
Value of total assets at end of year2018-12-31$454,438,449
Value of total assets at beginning of year2018-12-31$459,793,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,294,180
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,142,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$29,142,187
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$31,660,408
Participant contributions at end of year2018-12-31$7,765,799
Participant contributions at beginning of year2018-12-31$7,398,852
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,993,115
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,761,316
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,038,016
Other income not declared elsewhere2018-12-31$157,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,354,821
Value of net assets at end of year (total assets less liabilities)2018-12-31$454,438,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$459,793,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$381,087,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$391,967,461
Interest on participant loans2018-12-31$366,867
Interest earned on other investments2018-12-31$665,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,828,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,631,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,631,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$262,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,364,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,408,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-54,394,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,399,502
Employer contributions (assets) at end of year2018-12-31$11,398,691
Employer contributions (assets) at beginning of year2018-12-31$10,625,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,612,245
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLC
Accountancy firm EIN2018-12-31910189318
2017 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$106,294,209
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$25,826,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,792,384
Expenses. Certain deemed distributions of participant loans2017-12-31$31,206
Value of total corrective distributions2017-12-31$2,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,631,575
Value of total assets at end of year2017-12-31$459,793,270
Value of total assets at beginning of year2017-12-31$379,325,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$420,305
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,072,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$18,072,825
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$29,157,850
Participant contributions at end of year2017-12-31$7,398,852
Participant contributions at beginning of year2017-12-31$6,785,550
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,761,316
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,660,464
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,801,587
Other income not declared elsewhere2017-12-31$134,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$80,468,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$459,793,270
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$379,325,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$391,967,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$312,575,616
Interest on participant loans2017-12-31$301,545
Interest earned on other investments2017-12-31$39,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,631,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,751,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,751,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$79,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,408,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$28,521,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,035,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,672,138
Employer contributions (assets) at end of year2017-12-31$10,625,218
Employer contributions (assets) at beginning of year2017-12-31$10,030,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,792,384
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLC
Accountancy firm EIN2017-12-31910189318
2016 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$67,027,674
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,745,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,779,912
Expenses. Certain deemed distributions of participant loans2016-12-31$28,617
Value of total corrective distributions2016-12-31$17,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,295,666
Value of total assets at end of year2016-12-31$379,325,236
Value of total assets at beginning of year2016-12-31$331,042,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-80,446
Total interest from all sources2016-12-31$763,117
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,215,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,215,532
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$27,698,987
Participant contributions at end of year2016-12-31$6,785,550
Participant contributions at beginning of year2016-12-31$6,355,459
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,660,464
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,424,293
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,565,731
Other income not declared elsewhere2016-12-31$-27,058
Administrative expenses (other) incurred2016-12-31$-84,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$48,282,591
Value of net assets at end of year (total assets less liabilities)2016-12-31$379,325,236
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$331,042,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$312,575,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$269,682,485
Interest on participant loans2016-12-31$273,428
Interest earned on other investments2016-12-31$480,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,751,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,227,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,227,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$28,521,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$26,495,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,780,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,030,948
Employer contributions (assets) at end of year2016-12-31$10,030,948
Employer contributions (assets) at beginning of year2016-12-31$9,857,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,779,912
Contract administrator fees2016-12-31$4,359
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLC
Accountancy firm EIN2016-12-31910189318
2015 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32
Total income from all sources (including contributions)2015-12-31$40,121,357
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,525,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,549,680
Expenses. Certain deemed distributions of participant loans2015-12-31$40,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$39,880,156
Value of total assets at end of year2015-12-31$331,042,645
Value of total assets at beginning of year2015-12-31$312,446,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-65,024
Total interest from all sources2015-12-31$482,881
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,182,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,182,085
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,135,115
Participant contributions at end of year2015-12-31$6,355,459
Participant contributions at beginning of year2015-12-31$5,410,666
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,424,293
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,887,810
Administrative expenses (other) incurred2015-12-31$-65,024
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$18,596,055
Value of net assets at end of year (total assets less liabilities)2015-12-31$331,042,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$312,446,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$269,682,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$257,626,127
Interest on participant loans2015-12-31$238,328
Interest earned on other investments2015-12-31$242,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,227,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,583,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,583,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$26,495,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,642,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,423,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,857,231
Employer contributions (assets) at end of year2015-12-31$9,857,231
Employer contributions (assets) at beginning of year2015-12-31$9,182,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,549,680
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLC
Accountancy firm EIN2015-12-31910189318
2014 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30
Total income from all sources (including contributions)2014-12-31$51,282,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,208,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,246,166
Expenses. Certain deemed distributions of participant loans2014-12-31$66,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$35,364,535
Value of total assets at end of year2014-12-31$312,446,622
Value of total assets at beginning of year2014-12-31$279,371,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-104,910
Total interest from all sources2014-12-31$204,852
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,153,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,153,430
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$24,284,919
Participant contributions at end of year2014-12-31$5,410,666
Participant contributions at beginning of year2014-12-31$4,491,397
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,896,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$-111,132
Liabilities. Value of operating payables at end of year2014-12-31$32
Liabilities. Value of operating payables at beginning of year2014-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$33,074,777
Value of net assets at end of year (total assets less liabilities)2014-12-31$312,446,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$279,371,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$257,626,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$224,743,683
Interest on participant loans2014-12-31$204,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,583,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,846,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,846,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,642,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,122,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,439,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,182,941
Employer contributions (assets) at end of year2014-12-31$9,182,941
Employer contributions (assets) at beginning of year2014-12-31$8,166,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,246,166
Contract administrator fees2014-12-31$6,222
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLC
Accountancy firm EIN2014-12-31910189318
2013 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$71,567,795
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,601,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,715,050
Expenses. Certain deemed distributions of participant loans2013-12-31$11,111
Value of total corrective distributions2013-12-31$15,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,469,441
Value of total assets at end of year2013-12-31$279,371,843
Value of total assets at beginning of year2013-12-31$220,405,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-140,204
Total interest from all sources2013-12-31$578,481
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,774,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,774,249
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,416,039
Participant contributions at end of year2013-12-31$4,491,397
Participant contributions at beginning of year2013-12-31$3,459,096
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,711,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,031
Administrative expenses (other) incurred2013-12-31$-146,290
Liabilities. Value of operating payables at end of year2013-12-31$30
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$58,966,732
Value of net assets at end of year (total assets less liabilities)2013-12-31$279,371,813
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$220,405,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$224,743,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$170,652,655
Interest on participant loans2013-12-31$162,053
Interest earned on other investments2013-12-31$415,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,846,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12,100,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12,100,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,122,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,394,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$32,745,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,341,685
Employer contributions (assets) at end of year2013-12-31$8,166,892
Employer contributions (assets) at beginning of year2013-12-31$6,797,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,715,050
Contract administrator fees2013-12-31$6,086
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLC
Accountancy firm EIN2013-12-31910189318
2012 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$49,683,394
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,411,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,329,460
Expenses. Certain deemed distributions of participant loans2012-12-31$47,217
Value of total corrective distributions2012-12-31$3,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,964,032
Value of total assets at end of year2012-12-31$220,405,081
Value of total assets at beginning of year2012-12-31$180,133,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,257
Total interest from all sources2012-12-31$703,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,868,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,868,801
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,724,469
Participant contributions at end of year2012-12-31$3,459,096
Participant contributions at beginning of year2012-12-31$2,926,759
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,442,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$57,022
Administrative expenses (other) incurred2012-12-31$31,257
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$40,272,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$220,405,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$180,133,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$170,652,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$134,106,502
Interest on participant loans2012-12-31$122,471
Interest earned on other investments2012-12-31$579,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12,100,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,546,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,546,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,394,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,964,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,147,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,797,208
Employer contributions (assets) at end of year2012-12-31$6,797,208
Employer contributions (assets) at beginning of year2012-12-31$6,530,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,329,460
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLC
Accountancy firm EIN2012-12-31910189318
2011 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$423
Total income from all sources (including contributions)2011-12-31$24,458,950
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,976,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,910,708
Expenses. Certain deemed distributions of participant loans2011-12-31$30,424
Value of total corrective distributions2011-12-31$8,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,152,418
Value of total assets at end of year2011-12-31$180,133,036
Value of total assets at beginning of year2011-12-31$163,650,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,682
Total interest from all sources2011-12-31$695,189
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,343,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,343,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,165,272
Participant contributions at end of year2011-12-31$2,926,759
Participant contributions at beginning of year2011-12-31$1,545,277
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,433,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$57,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$423
Other income not declared elsewhere2011-12-31$156,435
Administrative expenses (other) incurred2011-12-31$26,682
Total non interest bearing cash at end of year2011-12-31$1,004
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$21,649
Value of net income/loss2011-12-31$16,482,673
Value of net assets at end of year (total assets less liabilities)2011-12-31$180,133,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$163,650,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$134,106,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$121,745,221
Interest on participant loans2011-12-31$83,710
Interest earned on other investments2011-12-31$608,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,546,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,928,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,928,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,964,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,684,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,888,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,532,376
Employer contributions (assets) at end of year2011-12-31$6,530,892
Employer contributions (assets) at beginning of year2011-12-31$6,745,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,910,708
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLC
Accountancy firm EIN2011-12-31910189318
2010 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$338
Total income from all sources (including contributions)2010-12-31$41,735,864
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,622,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,531,207
Expenses. Certain deemed distributions of participant loans2010-12-31$62,951
Value of total corrective distributions2010-12-31$8,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$26,001,480
Value of total assets at end of year2010-12-31$163,650,786
Value of total assets at beginning of year2010-12-31$129,535,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,190
Total interest from all sources2010-12-31$631,887
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,074,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,074,141
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,655,755
Participant contributions at end of year2010-12-31$1,545,277
Participant contributions at beginning of year2010-12-31$1,512,809
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,600,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$58,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$20,190
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$34,113,012
Value of net assets at end of year (total assets less liabilities)2010-12-31$163,650,363
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,535,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$121,745,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$92,180,609
Interest on participant loans2010-12-31$54,614
Interest earned on other investments2010-12-31$574,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,928,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,522,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,522,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,684,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,755,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,028,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,745,522
Employer contributions (assets) at end of year2010-12-31$6,745,522
Employer contributions (assets) at beginning of year2010-12-31$5,506,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,531,207
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLC
Accountancy firm EIN2010-12-31910189318
2009 : EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN

2022: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 3
Insurance contract or identification numberGA80129
Number of Individuals Covered1
Insurance policy start date2022-04-24
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 2
Insurance contract or identification number08511
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,467
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,467
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 3
Insurance contract or identification numberGA80129
Number of Individuals Covered0
Insurance policy start date2021-04-24
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,307
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,307
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 2
Insurance contract or identification number08511
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 2
Insurance contract or identification number08511
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 3
Insurance contract or identification numberGA80129
Number of Individuals Covered0
Insurance policy start date2020-04-24
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered221
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $29,013
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,013
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 2
Insurance contract or identification number08511
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered236
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,616
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 3
Insurance contract or identification numberGA80129
Number of Individuals Covered0
Insurance policy start date2019-04-24
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 4
Insurance contract or identification numberGA80129
Number of Individuals Covered1
Insurance policy start date2018-04-24
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 3
Insurance contract or identification number08511
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711543/521060
Policy instance 2
Insurance contract or identification number711543/521060
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,988
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2988
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered249
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,423
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,423
Insurance broker organization code?4
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80129
Policy instance 4
Insurance contract or identification numberGA80129
Number of Individuals Covered0
Insurance policy start date2017-04-24
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08511
Policy instance 3
Insurance contract or identification number08511
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711543/521060
Policy instance 2
Insurance contract or identification number711543/521060
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,146
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15146
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25735
Policy instance 1
Insurance contract or identification numberCR25735
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $36,620
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,620
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

Potentially related plans

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

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

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

See full terms and conditions

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