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THE HEALTH TRUST SAVINGS PLAN 401k Plan overview

Plan NameTHE HEALTH TRUST SAVINGS PLAN
Plan identification number 009

THE HEALTH TRUST SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HEALTH TRUST has sponsored the creation of one or more 401k plans.

Company Name:THE HEALTH TRUST
Employer identification number (EIN):946050231
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE HEALTH TRUST

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1960-04-29
Company Identification Number: C0395436
Legal Registered Office Address: 3180 Newberry Dr Ste 200

San Jose
United States of America (USA)
95118

More information about THE HEALTH TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH TRUST SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01AMY CHAN2023-10-15
0092021-01-01
0092020-01-01AMY CHAN2021-10-15
0092019-01-01AMY CHAN2020-10-15
0092018-01-01AMY CHAN2019-10-08
0092017-01-01
0092016-01-01
0092016-01-01TODD HANSEN2017-10-16
0092015-01-01
0092014-01-01IRA HOLTZMAN
0092014-01-01IRA HOLTZMAN
0092013-01-01IRA HOLTZMAN
0092012-01-01IRA HOLTZMAN
0092011-01-01IRA HOLTZMAN IRA HOLTZMAN2012-10-12
0092009-01-01IRA HOLTZMAN

Plan Statistics for THE HEALTH TRUST SAVINGS PLAN

401k plan membership statisitcs for THE HEALTH TRUST SAVINGS PLAN

Measure Date Value
2022: THE HEALTH TRUST SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: THE HEALTH TRUST SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01195
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: THE HEALTH TRUST SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: THE HEALTH TRUST SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01220
Number of participants with account balances2019-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: THE HEALTH TRUST SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01212
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: THE HEALTH TRUST SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01218
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: THE HEALTH TRUST SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: THE HEALTH TRUST SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01124
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: THE HEALTH TRUST SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: THE HEALTH TRUST SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: THE HEALTH TRUST SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: THE HEALTH TRUST SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: THE HEALTH TRUST SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01203
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on THE HEALTH TRUST SAVINGS PLAN

Measure Date Value
2022 : THE HEALTH TRUST SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,067,144
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,149,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,117,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$620,250
Value of total assets at end of year2022-12-31$8,219,516
Value of total assets at beginning of year2022-12-31$10,436,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,126
Total interest from all sources2022-12-31$36,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$387,109
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,787
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$12,494
Other income not declared elsewhere2022-12-31$14,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,216,802
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,219,516
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,436,318
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$7,597,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,761,026
Interest on participant loans2022-12-31$93
Interest earned on other investments2022-12-31$35,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$621,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,662,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,738,045
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$210,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,117,532
Contract administrator fees2022-12-31$32,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : THE HEALTH TRUST SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,020,054
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$805,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$759,470
Expenses. Certain deemed distributions of participant loans2021-12-31$819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$657,019
Value of total assets at end of year2021-12-31$10,436,318
Value of total assets at beginning of year2021-12-31$9,221,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,334
Total interest from all sources2021-12-31$41,136
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$544,585
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$544,585
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$420,670
Participant contributions at end of year2021-12-31$12,494
Participant contributions at beginning of year2021-12-31$23,459
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,221,085
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,454
Other income not declared elsewhere2021-12-31$401,507
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$1,214,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,436,318
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,221,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,761,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,365,949
Interest on participant loans2021-12-31$1,673
Interest earned on other investments2021-12-31$39,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,662,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,611,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$375,807
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$232,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$759,470
Contract administrator fees2021-12-31$30,829
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : THE HEALTH TRUST SAVINGS 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$1,767,151
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$965,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$917,984
Expenses. Certain deemed distributions of participant loans2020-12-31$667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$646,918
Value of total assets at end of year2020-12-31$9,221,887
Value of total assets at beginning of year2020-12-31$8,419,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,420
Total interest from all sources2020-12-31$38,934
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$429,199
Participant contributions at end of year2020-12-31$23,459
Participant contributions at beginning of year2020-12-31$17,685
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,221,085
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,986,802
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$360,064
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$802,080
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,221,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,419,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,365,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,968,451
Interest on participant loans2020-12-31$1,662
Interest earned on other investments2020-12-31$37,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,611,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,446,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$721,235
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$217,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$917,984
Contract administrator fees2020-12-31$32,262
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : THE HEALTH TRUST SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$2,410,625
Total income from all sources (including contributions)2019-12-31$2,410,625
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,270,699
Total of all expenses incurred2019-12-31$3,270,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,232,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,232,441
Expenses. Certain deemed distributions of participant loans2019-12-31$680
Expenses. Certain deemed distributions of participant loans2019-12-31$680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$609,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$609,796
Value of total assets at end of year2019-12-31$8,419,807
Value of total assets at end of year2019-12-31$8,419,807
Value of total assets at beginning of year2019-12-31$9,279,881
Value of total assets at beginning of year2019-12-31$9,279,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,578
Total interest from all sources2019-12-31$40,398
Total interest from all sources2019-12-31$40,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$430,139
Contributions received from participants2019-12-31$430,139
Participant contributions at end of year2019-12-31$17,685
Participant contributions at end of year2019-12-31$17,685
Participant contributions at beginning of year2019-12-31$12,761
Participant contributions at beginning of year2019-12-31$12,761
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,986,802
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,986,802
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,212,838
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,212,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,125
Other income not declared elsewhere2019-12-31$508,999
Other income not declared elsewhere2019-12-31$508,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-860,074
Value of net income/loss2019-12-31$-860,074
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,419,807
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,419,807
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,279,881
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,279,881
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
Investment advisory and management fees2019-12-31$12,872
Investment advisory and management fees2019-12-31$12,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,968,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,968,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,683,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,683,896
Interest on participant loans2019-12-31$1,253
Interest on participant loans2019-12-31$1,253
Interest earned on other investments2019-12-31$39,145
Interest earned on other investments2019-12-31$39,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,446,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,446,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,370,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,370,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,251,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,251,432
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$167,532
Contributions received in cash from employer2019-12-31$167,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,232,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,232,441
Contract administrator fees2019-12-31$24,706
Contract administrator fees2019-12-31$24,706
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
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 name2019-12-31ARMANINO LLP
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
Accountancy firm EIN2019-12-31946214841
2018 : THE HEALTH TRUST SAVINGS 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$167,560
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,208,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,160,507
Expenses. Certain deemed distributions of participant loans2018-12-31$643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$702,412
Value of total assets at end of year2018-12-31$9,279,881
Value of total assets at beginning of year2018-12-31$10,321,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,563
Total interest from all sources2018-12-31$35,864
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$483,423
Participant contributions at end of year2018-12-31$12,761
Participant contributions at beginning of year2018-12-31$23,985
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,212,838
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,635,137
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,441
Other income not declared elsewhere2018-12-31$-181,700
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$-1,041,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,279,881
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,321,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,683,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,286,001
Interest on participant loans2018-12-31$1,109
Interest earned on other investments2018-12-31$34,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,370,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,375,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-389,016
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$217,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,160,507
Contract administrator fees2018-12-31$30,340
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 name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : THE HEALTH TRUST SAVINGS 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$2,272,586
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,095,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,048,832
Expenses. Certain deemed distributions of participant loans2017-12-31$588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$857,038
Value of total assets at end of year2017-12-31$10,321,034
Value of total assets at beginning of year2017-12-31$9,143,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,809
Total interest from all sources2017-12-31$35,026
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$462,030
Participant contributions at end of year2017-12-31$23,985
Participant contributions at beginning of year2017-12-31$36,097
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,635,137
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,360,010
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,809
Other income not declared elsewhere2017-12-31$420,527
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$1,177,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,321,034
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,143,677
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
Investment advisory and management fees2017-12-31$16,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,286,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,548,535
Interest on participant loans2017-12-31$2,107
Interest earned on other investments2017-12-31$32,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,375,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,199,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$959,995
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$286,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,048,832
Contract administrator fees2017-12-31$29,456
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 name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841
2016 : THE HEALTH TRUST SAVINGS 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$1,542,214
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$547,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$505,399
Expenses. Certain deemed distributions of participant loans2016-12-31$767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,661
Value of total assets at end of year2016-12-31$9,143,677
Value of total assets at beginning of year2016-12-31$8,148,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,210
Total interest from all sources2016-12-31$27,358
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$494,256
Participant contributions at end of year2016-12-31$36,097
Participant contributions at beginning of year2016-12-31$31,229
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,360,010
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,373,649
Other income not declared elsewhere2016-12-31$216,201
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$994,838
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,143,677
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,148,839
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
Investment advisory and management fees2016-12-31$13,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,548,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,752,989
Interest on participant loans2016-12-31$2,047
Interest earned on other investments2016-12-31$25,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,199,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$990,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$547,994
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$256,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$505,399
Contract administrator fees2016-12-31$27,362
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 name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : THE HEALTH TRUST SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$696,849
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,158,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,117,873
Expenses. Certain deemed distributions of participant loans2015-12-31$726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$645,117
Value of total assets at end of year2015-12-31$8,148,839
Value of total assets at beginning of year2015-12-31$8,610,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,820
Total interest from all sources2015-12-31$27,607
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$440,206
Participant contributions at end of year2015-12-31$31,229
Participant contributions at beginning of year2015-12-31$47,352
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,373,649
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,870,137
Other income not declared elsewhere2015-12-31$-34,259
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$-461,570
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,148,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,610,409
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
Investment advisory and management fees2015-12-31$13,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,752,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,610,019
Interest on participant loans2015-12-31$2,702
Interest earned on other investments2015-12-31$24,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$990,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,082,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$58,384
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$204,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,117,873
Contract administrator fees2015-12-31$25,963
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 name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : THE HEALTH TRUST SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,238,314
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$478,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$451,009
Expenses. Certain deemed distributions of participant loans2014-12-31$-9,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$673,634
Value of total assets at end of year2014-12-31$8,610,409
Value of total assets at beginning of year2014-12-31$7,850,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,755
Total interest from all sources2014-12-31$27,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$387,577
Participant contributions at end of year2014-12-31$47,352
Participant contributions at beginning of year2014-12-31$27,427
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,870,137
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,760,473
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$81,379
Other income not declared elsewhere2014-12-31$168,490
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$759,548
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,610,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,850,861
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
Investment advisory and management fees2014-12-31$14,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,610,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,064,533
Interest on participant loans2014-12-31$1,294
Interest earned on other investments2014-12-31$25,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,082,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$998,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$369,175
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$204,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$451,009
Contract administrator fees2014-12-31$23,500
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 name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : THE HEALTH TRUST SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,032,896
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$309,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$271,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$621,419
Value of total assets at end of year2013-12-31$7,850,861
Value of total assets at beginning of year2013-12-31$6,127,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,119
Total interest from all sources2013-12-31$15,370
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$578,965
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$578,965
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$379,078
Participant contributions at end of year2013-12-31$27,427
Participant contributions at beginning of year2013-12-31$18,038
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,760,473
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,253,832
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,975
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$1,723,810
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,850,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,127,051
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
Investment advisory and management fees2013-12-31$14,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,064,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,066,692
Interest on participant loans2013-12-31$1,732
Interest earned on other investments2013-12-31$13,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$593,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$593,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$998,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$194,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$817,142
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$227,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$271,967
Contract administrator fees2013-12-31$22,522
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 name2013-12-31BERGER LEWIS ACCOUNTANCY CORPORATIO
Accountancy firm EIN2013-12-31942763139
2012 : THE HEALTH TRUST SAVINGS 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$1,322,407
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$486,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$452,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$680,494
Value of total assets at end of year2012-12-31$6,127,051
Value of total assets at beginning of year2012-12-31$5,291,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,112
Total interest from all sources2012-12-31$295,488
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$424,932
Participant contributions at end of year2012-12-31$18,038
Participant contributions at beginning of year2012-12-31$11,441
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,253,832
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,060,906
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$836,010
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,127,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,291,041
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
Investment advisory and management fees2012-12-31$13,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,066,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,498,646
Interest on participant loans2012-12-31$1,323
Interest earned on other investments2012-12-31$294,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$593,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$514,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$514,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$194,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$205,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$346,425
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$255,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$452,285
Contract administrator fees2012-12-31$20,125
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 name2012-12-31BERGER LEWIS ACCOUNTANCY CORPORATIO
Accountancy firm EIN2012-12-31942763139
2011 : THE HEALTH TRUST SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,027,925
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$520,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$489,030
Expenses. Certain deemed distributions of participant loans2011-12-31$14,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,083,560
Value of total assets at end of year2011-12-31$5,291,041
Value of total assets at beginning of year2011-12-31$3,783,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,960
Total interest from all sources2011-12-31$-58,285
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$446,734
Participant contributions at end of year2011-12-31$11,441
Participant contributions at beginning of year2011-12-31$31,968
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,060,906
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,563,287
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,400,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,507,564
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,291,041
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,783,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,498,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$791,294
Interest on participant loans2011-12-31$1,513
Interest earned on other investments2011-12-31$-59,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$514,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$172,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$172,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$205,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$224,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,650
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$236,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$489,030
Contract administrator fees2011-12-31$11,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BERGER LEWIS ACCOUNTANCY CORPORATIO
Accountancy firm EIN2011-12-31942763139
2010 : THE HEALTH TRUST SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,008,704
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$250,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$239,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$559,873
Value of total assets at end of year2010-12-31$3,783,477
Value of total assets at beginning of year2010-12-31$3,025,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,261
Total interest from all sources2010-12-31$10,267
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$412,463
Participant contributions at end of year2010-12-31$31,968
Participant contributions at beginning of year2010-12-31$39,027
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,563,287
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,441,496
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,112
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$757,866
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,783,477
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,025,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$791,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$226,457
Interest on participant loans2010-12-31$1,778
Interest earned on other investments2010-12-31$8,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$172,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$224,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$265,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$438,564
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$131,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$239,577
Contract administrator fees2010-12-31$8,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31BOITANO, SARGETN & LILLY, LLP
Accountancy firm EIN2010-12-31942186228

Form 5500 Responses for THE HEALTH TRUST SAVINGS PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 3
Insurance contract or identification number53722
Number of Individuals Covered58
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $524
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $274
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number816748
Policy instance 1
Insurance contract or identification number816748
Number of Individuals Covered194
Insurance policy start date2022-11-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered148
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered66
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered148
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered67
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $530
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $322
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered183
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $530
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $348
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered73
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $419
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $249
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered174
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered76
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $228
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker organization code?3
Insurance broker nameSPENCER E SEIDLER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered174
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $367
Insurance broker organization code?3
Insurance broker nameCHRIS R LANTIN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered89
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $473
Insurance broker organization code?3
Insurance broker nameJEANIE SUNG
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808573
Policy instance 2
Insurance contract or identification number808573
Number of Individuals Covered126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered94
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,010
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $690
Insurance broker organization code?3
Insurance broker nameJEANIE SUNG
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered96
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $578
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $376
Insurance broker organization code?3
Insurance broker nameJEANIE SUNG
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $929
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number53722
Policy instance 1
Insurance contract or identification number53722
Number of Individuals Covered114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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