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POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePOMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN
Plan identification number 003

POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

POMONA VALLEY HOSPITAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:POMONA VALLEY HOSPITAL MEDICAL CENTER
Employer identification number (EIN):951115230
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about POMONA VALLEY HOSPITAL MEDICAL CENTER

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0123032

More information about POMONA VALLEY HOSPITAL MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RAY INGE
0032016-01-01RAY INGE
0032015-01-01RAY INGE
0032014-01-01RAY INGE
0032013-01-01RAY INGE
0032012-01-01RAY INGE RAY INGE2013-10-14
0032011-01-01RAY INGE RAY INGE2012-10-12
0032010-01-01RAY INGE RAY INGE2011-10-14
0032009-01-01RAY INGE
0032009-01-01RAY INGE RAY INGE2011-10-12

Plan Statistics for POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2022: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,909
Total number of active participants reported on line 7a of the Form 55002022-01-013,837
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-01931
Total of all active and inactive participants2022-01-014,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-014,849
Number of participants with account balances2022-01-014,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,622
Total number of active participants reported on line 7a of the Form 55002021-01-013,731
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-011,109
Total of all active and inactive participants2021-01-014,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-014,909
Number of participants with account balances2021-01-014,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,432
Total number of active participants reported on line 7a of the Form 55002020-01-013,753
Number of retired or separated participants receiving benefits2020-01-0144
Number of other retired or separated participants entitled to future benefits2020-01-01819
Total of all active and inactive participants2020-01-014,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-014,622
Number of participants with account balances2020-01-013,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,256
Total number of active participants reported on line 7a of the Form 55002019-01-013,636
Number of retired or separated participants receiving benefits2019-01-0140
Number of other retired or separated participants entitled to future benefits2019-01-01753
Total of all active and inactive participants2019-01-014,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-014,432
Number of participants with account balances2019-01-013,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,147
Total number of active participants reported on line 7a of the Form 55002018-01-013,508
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-01711
Total of all active and inactive participants2018-01-014,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-014,252
Number of participants with account balances2018-01-013,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,991
Total number of active participants reported on line 7a of the Form 55002017-01-013,356
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-01764
Total of all active and inactive participants2017-01-014,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-014,146
Number of participants with account balances2017-01-013,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,749
Total number of active participants reported on line 7a of the Form 55002016-01-013,263
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-01705
Total of all active and inactive participants2016-01-013,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-013,991
Number of participants with account balances2016-01-013,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,469
Total number of active participants reported on line 7a of the Form 55002015-01-013,094
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01641
Total of all active and inactive participants2015-01-013,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,749
Number of participants with account balances2015-01-013,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,747
Total number of active participants reported on line 7a of the Form 55002014-01-012,915
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01550
Total of all active and inactive participants2014-01-013,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,469
Number of participants with account balances2014-01-013,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,825
Total number of active participants reported on line 7a of the Form 55002013-01-013,026
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01719
Total of all active and inactive participants2013-01-013,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,747
Number of participants with account balances2013-01-013,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,732
Total number of active participants reported on line 7a of the Form 55002012-01-013,023
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01800
Total of all active and inactive participants2012-01-013,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,825
Number of participants with account balances2012-01-013,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,397
Total number of active participants reported on line 7a of the Form 55002011-01-013,018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01714
Total of all active and inactive participants2011-01-013,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,732
Number of participants with account balances2011-01-013,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,609
Total number of active participants reported on line 7a of the Form 55002010-01-012,959
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01438
Total of all active and inactive participants2010-01-013,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,397
Number of participants with account balances2010-01-012,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,237
Total number of active participants reported on line 7a of the Form 55002009-01-013,237
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01339
Total of all active and inactive participants2009-01-013,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,576
Number of participants with account balances2009-01-012,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$106,104,863
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$34,605,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$33,870,944
Expenses. Certain deemed distributions of participant loans2023-12-31$662,084
Value of total corrective distributions2023-12-31$19,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$40,575,634
Value of total assets at end of year2023-12-31$525,201,271
Value of total assets at beginning of year2023-12-31$453,701,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$52,466
Total interest from all sources2023-12-31$4,316,361
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$13,410,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$13,410,281
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$25,350,510
Participant contributions at end of year2023-12-31$9,573,982
Participant contributions at beginning of year2023-12-31$9,352,541
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,616,882
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,732,492
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,062,391
Other income not declared elsewhere2023-12-31$313,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$71,499,373
Value of net assets at end of year (total assets less liabilities)2023-12-31$525,201,271
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$453,701,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$379,651,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$307,993,394
Interest on participant loans2023-12-31$422,177
Interest earned on other investments2023-12-31$3,797,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,806,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,085,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,085,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$96,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$119,593,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$121,532,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$47,489,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$14,162,733
Employer contributions (assets) at end of year2023-12-31$11,960,089
Employer contributions (assets) at beginning of year2023-12-31$11,005,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$33,870,944
Contract administrator fees2023-12-31$35,187
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2023-12-31204207759
2022 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,977,746
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,763,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,424,839
Expenses. Certain deemed distributions of participant loans2022-12-31$275,337
Value of total corrective distributions2022-12-31$19,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$37,606,383
Value of total assets at end of year2022-12-31$453,701,898
Value of total assets at beginning of year2022-12-31$507,443,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,988
Total interest from all sources2022-12-31$4,120,154
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,405,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$19,405,301
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$23,349,125
Participant contributions at end of year2022-12-31$9,352,541
Participant contributions at beginning of year2022-12-31$10,375,959
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,732,492
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,195,268
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,091,940
Other income not declared elsewhere2022-12-31$-160,159
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$-53,741,430
Value of net assets at end of year (total assets less liabilities)2022-12-31$453,701,898
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$507,443,328
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
Investment advisory and management fees2022-12-31$17,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$307,993,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$367,144,578
Interest on participant loans2022-12-31$363,990
Interest earned on other investments2022-12-31$3,728,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,085,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,084,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,084,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$27,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$121,532,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$116,217,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,949,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,165,318
Employer contributions (assets) at end of year2022-12-31$11,005,143
Employer contributions (assets) at beginning of year2022-12-31$10,426,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,424,839
Contract administrator fees2022-12-31$26,598
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 name2022-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2022-12-31204207759
2021 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$90,212,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$34,887,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,597,702
Expenses. Certain deemed distributions of participant loans2021-12-31$258,076
Value of total corrective distributions2021-12-31$4,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,152,037
Value of total assets at end of year2021-12-31$507,443,328
Value of total assets at beginning of year2021-12-31$452,118,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,762
Total interest from all sources2021-12-31$4,150,730
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,003,850
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$25,003,850
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$21,541,489
Participant contributions at end of year2021-12-31$10,375,959
Participant contributions at beginning of year2021-12-31$11,791,759
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,195,268
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,003,078
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$984,701
Other income not declared elsewhere2021-12-31$99,198
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$55,324,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$507,443,328
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$452,118,432
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$12,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$367,144,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$309,204,154
Interest on participant loans2021-12-31$469,006
Interest earned on other investments2021-12-31$3,681,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,084,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,941,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,941,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$116,217,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$117,183,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,807,079
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$12,625,847
Employer contributions (assets) at end of year2021-12-31$10,426,065
Employer contributions (assets) at beginning of year2021-12-31$9,994,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,597,702
Contract administrator fees2021-12-31$15,299
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 name2021-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2021-12-31204207759
2020 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$80,017,991
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$30,740,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,396,813
Expenses. Certain deemed distributions of participant loans2020-12-31$307,452
Value of total corrective distributions2020-12-31$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$33,700,812
Value of total assets at end of year2020-12-31$452,118,432
Value of total assets at beginning of year2020-12-31$402,840,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,069
Total interest from all sources2020-12-31$4,065,442
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,085,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,085,498
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$19,415,712
Participant contributions at end of year2020-12-31$11,791,759
Participant contributions at beginning of year2020-12-31$10,576,473
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,003,078
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$185,097
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,272,322
Other income not declared elsewhere2020-12-31$5,680,936
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$49,277,722
Value of net assets at end of year (total assets less liabilities)2020-12-31$452,118,432
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$402,840,710
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$7,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$309,204,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$275,792,940
Interest on participant loans2020-12-31$482,651
Interest earned on other investments2020-12-31$3,575,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,941,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,842,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,842,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$117,183,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$103,993,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,485,303
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$12,012,778
Employer contributions (assets) at end of year2020-12-31$9,994,647
Employer contributions (assets) at beginning of year2020-12-31$9,450,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,396,813
Contract administrator fees2020-12-31$27,462
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 name2020-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-12-31204207759
2019 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$220,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$86,771,313
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,440,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,103,640
Expenses. Certain deemed distributions of participant loans2019-12-31$267,795
Value of total corrective distributions2019-12-31$3,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,165,275
Value of total assets at end of year2019-12-31$402,840,710
Value of total assets at beginning of year2019-12-31$335,289,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,079
Total interest from all sources2019-12-31$3,708,501
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,805,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,805,995
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,639,581
Participant contributions at end of year2019-12-31$10,576,473
Participant contributions at beginning of year2019-12-31$9,696,601
Assets. Other investments not covered elsewhere at end of year2019-12-31$185,097
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$644,812
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,088,180
Other income not declared elsewhere2019-12-31$90,721
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$67,330,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$402,840,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$335,289,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$275,792,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$214,836,608
Interest on participant loans2019-12-31$444,953
Interest earned on other investments2019-12-31$3,210,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,842,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,010,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,010,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$53,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$103,993,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$98,148,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$39,000,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,437,514
Employer contributions (assets) at end of year2019-12-31$9,450,499
Employer contributions (assets) at beginning of year2019-12-31$8,953,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,103,640
Contract administrator fees2019-12-31$25,435
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2019-12-31204207759
2018 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$18,340,532
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,227,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,817,757
Expenses. Certain deemed distributions of participant loans2018-12-31$381,468
Value of total corrective distributions2018-12-31$1,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,519,349
Value of total assets at end of year2018-12-31$335,289,422
Value of total assets at beginning of year2018-12-31$334,176,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,363
Total interest from all sources2018-12-31$3,485,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,402,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,402,622
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$17,197,590
Participant contributions at end of year2018-12-31$9,696,601
Participant contributions at beginning of year2018-12-31$9,727,765
Assets. Other investments not covered elsewhere at end of year2018-12-31$644,812
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,088,497
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,524,860
Other income not declared elsewhere2018-12-31$-23,658
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$1,113,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$335,289,422
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$334,176,165
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$5,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$214,836,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$218,845,416
Interest on participant loans2018-12-31$376,173
Interest earned on other investments2018-12-31$3,064,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,010,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,018,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,018,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$98,148,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$93,091,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,043,143
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$10,796,899
Employer contributions (assets) at end of year2018-12-31$8,953,125
Employer contributions (assets) at beginning of year2018-12-31$8,404,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,817,757
Contract administrator fees2018-12-31$20,734
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 name2018-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2018-12-31204207759
2017 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$64,398,252
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,620,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,319,449
Expenses. Certain deemed distributions of participant loans2017-12-31$247,329
Value of total corrective distributions2017-12-31$2,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,006,063
Value of total assets at end of year2017-12-31$334,176,165
Value of total assets at beginning of year2017-12-31$285,398,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,424
Total interest from all sources2017-12-31$3,223,670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,087,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,087,504
Administrative expenses professional fees incurred2017-12-31$3,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$15,763,292
Participant contributions at end of year2017-12-31$9,727,765
Participant contributions at beginning of year2017-12-31$8,482,999
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,088,497
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,048,484
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,100,559
Other income not declared elsewhere2017-12-31$52,092
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$48,777,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$334,176,165
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$285,398,314
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$3,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$218,845,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$175,909,225
Interest on participant loans2017-12-31$298,782
Interest earned on other investments2017-12-31$2,908,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,018,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,871,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,871,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$93,091,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$89,166,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,028,923
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,142,212
Employer contributions (assets) at end of year2017-12-31$8,404,673
Employer contributions (assets) at beginning of year2017-12-31$7,919,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,319,449
Contract administrator fees2017-12-31$44,323
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 name2017-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2017-12-31204207759
2016 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$40,706,687
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,909,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,686,184
Expenses. Certain deemed distributions of participant loans2016-12-31$141,032
Value of total corrective distributions2016-12-31$4,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,857,929
Value of total assets at end of year2016-12-31$285,398,314
Value of total assets at beginning of year2016-12-31$258,601,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,005
Total interest from all sources2016-12-31$3,027,384
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,607,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,607,103
Administrative expenses professional fees incurred2016-12-31$25,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$14,824,095
Participant contributions at end of year2016-12-31$8,482,999
Participant contributions at beginning of year2016-12-31$7,208,497
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$441,896
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,048,484
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$731,133
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$561,756
Other income not declared elsewhere2016-12-31$129,978
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$26,797,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$285,398,314
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$258,601,244
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$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$175,909,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$157,694,142
Interest on participant loans2016-12-31$256,588
Interest earned on other investments2016-12-31$2,768,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,871,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,376,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,376,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$89,166,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$81,945,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,084,293
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,472,078
Employer contributions (assets) at end of year2016-12-31$7,919,204
Employer contributions (assets) at beginning of year2016-12-31$7,203,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,686,184
Contract administrator fees2016-12-31$25,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2016-12-31204207759
2015 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$25,343,406
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,923,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,732,568
Expenses. Certain deemed distributions of participant loans2015-12-31$144,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,976,060
Value of total assets at end of year2015-12-31$258,601,244
Value of total assets at beginning of year2015-12-31$244,181,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,916
Total interest from all sources2015-12-31$2,801,524
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,177,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,177,252
Administrative expenses professional fees incurred2015-12-31$24,811
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$14,556,455
Participant contributions at end of year2015-12-31$7,208,497
Participant contributions at beginning of year2015-12-31$6,363,152
Participant contributions at end of year2015-12-31$441,896
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$731,133
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$645,155
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$465,588
Other income not declared elsewhere2015-12-31$35,352
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$14,419,959
Value of net assets at end of year (total assets less liabilities)2015-12-31$258,601,244
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$244,181,285
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$16,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$157,694,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$150,024,554
Interest on participant loans2015-12-31$215,746
Interest earned on other investments2015-12-31$2,585,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,376,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,496,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,496,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$81,945,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$76,919,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,646,782
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,954,017
Employer contributions (assets) at end of year2015-12-31$7,203,209
Employer contributions (assets) at beginning of year2015-12-31$6,731,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,732,568
Contract administrator fees2015-12-31$4,961
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 name2015-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2015-12-31204207759
2014 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$33,861,825
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,450,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,245,434
Expenses. Certain deemed distributions of participant loans2014-12-31$176,710
Value of total corrective distributions2014-12-31$104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,892,869
Value of total assets at end of year2014-12-31$244,181,285
Value of total assets at beginning of year2014-12-31$224,770,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,608
Total interest from all sources2014-12-31$2,656,317
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,281,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,281,961
Administrative expenses professional fees incurred2014-12-31$23,448
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$13,187,252
Participant contributions at end of year2014-12-31$6,363,152
Participant contributions at beginning of year2014-12-31$5,545,560
Assets. Other investments not covered elsewhere at end of year2014-12-31$645,155
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$534,548
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$403,626
Other income not declared elsewhere2014-12-31$72,044
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$19,410,969
Value of net assets at end of year (total assets less liabilities)2014-12-31$244,181,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$224,770,316
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$459
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$150,024,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$133,829,839
Interest on participant loans2014-12-31$183,352
Interest earned on other investments2014-12-31$2,472,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,496,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,893,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,893,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$76,919,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$74,176,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,958,634
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$8,301,991
Employer contributions (assets) at end of year2014-12-31$6,731,843
Employer contributions (assets) at beginning of year2014-12-31$6,790,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,245,434
Contract administrator fees2014-12-31$4,701
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 name2014-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2014-12-31204207759
2013 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$48,907,297
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,217,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,068,052
Expenses. Certain deemed distributions of participant loans2013-12-31$115,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,558,648
Value of total assets at end of year2013-12-31$224,770,316
Value of total assets at beginning of year2013-12-31$186,080,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,774
Total interest from all sources2013-12-31$2,456,160
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,581,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,581,992
Administrative expenses professional fees incurred2013-12-31$22,763
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$13,237,173
Participant contributions at end of year2013-12-31$5,545,560
Participant contributions at beginning of year2013-12-31$4,889,278
Assets. Other investments not covered elsewhere at end of year2013-12-31$534,548
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$533,932
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$970,070
Other income not declared elsewhere2013-12-31$123,260
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$38,689,465
Value of net assets at end of year (total assets less liabilities)2013-12-31$224,770,316
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$186,080,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$133,829,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$104,465,561
Interest on participant loans2013-12-31$129,017
Interest earned on other investments2013-12-31$2,326,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,893,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,808,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,808,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$74,176,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$65,763,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,187,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,351,405
Employer contributions (assets) at end of year2013-12-31$6,790,710
Employer contributions (assets) at beginning of year2013-12-31$6,619,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,068,052
Contract administrator fees2013-12-31$12,011
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 name2013-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2013-12-31204207759
2012 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$125,725
Total income from all sources (including contributions)2012-12-31$35,759,879
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,108,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,009,449
Expenses. Certain deemed distributions of participant loans2012-12-31$56,668
Value of total corrective distributions2012-12-31$3,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,401,095
Value of total assets at end of year2012-12-31$186,080,851
Value of total assets at beginning of year2012-12-31$157,555,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,092
Total interest from all sources2012-12-31$2,273,098
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,307,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,307,182
Administrative expenses professional fees incurred2012-12-31$24,805
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
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$12,480,563
Participant contributions at end of year2012-12-31$4,889,278
Participant contributions at beginning of year2012-12-31$4,304,643
Assets. Other investments not covered elsewhere at end of year2012-12-31$533,932
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$576,322
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$719,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$87,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$125,725
Other income not declared elsewhere2012-12-31$66,503
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$28,651,493
Value of net assets at end of year (total assets less liabilities)2012-12-31$186,080,851
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$157,429,358
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$1,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$104,465,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$82,396,287
Interest on participant loans2012-12-31$110,046
Interest earned on other investments2012-12-31$2,162,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,808,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,462,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,462,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$65,763,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$58,754,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,712,001
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$8,201,496
Employer contributions (assets) at end of year2012-12-31$6,619,834
Employer contributions (assets) at beginning of year2012-12-31$5,973,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,009,449
Contract administrator fees2012-12-31$13,124
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 name2012-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2012-12-31204207759
2011 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$125,725
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$19,287,294
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,461,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,410,657
Expenses. Certain deemed distributions of participant loans2011-12-31$430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,559,001
Value of total assets at end of year2011-12-31$157,555,083
Value of total assets at beginning of year2011-12-31$149,603,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,643
Total interest from all sources2011-12-31$2,032,995
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,510,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,510,442
Administrative expenses professional fees incurred2011-12-31$23,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,193,272
Participant contributions at end of year2011-12-31$4,304,643
Participant contributions at beginning of year2011-12-31$3,973,278
Assets. Other investments not covered elsewhere at end of year2011-12-31$576,322
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$402,240
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$878,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$87,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$125,725
Other income not declared elsewhere2011-12-31$-13,905
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$7,825,564
Value of net assets at end of year (total assets less liabilities)2011-12-31$157,429,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$149,603,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$82,396,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$80,299,470
Interest on participant loans2011-12-31$81,053
Interest earned on other investments2011-12-31$1,951,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,462,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,373,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,373,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58,754,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$52,288,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,801,239
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$7,487,052
Employer contributions (assets) at end of year2011-12-31$5,973,584
Employer contributions (assets) at beginning of year2011-12-31$5,266,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,410,657
Contract administrator fees2011-12-31$27,393
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 name2011-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2011-12-31204207759
2010 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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$29,695,992
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,555,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,521,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,715,426
Value of total assets at end of year2010-12-31$149,603,794
Value of total assets at beginning of year2010-12-31$125,463,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,159
Total interest from all sources2010-12-31$1,917,634
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$773,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$773,912
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 period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,161,445
Participant contributions at end of year2010-12-31$3,973,278
Participant contributions at beginning of year2010-12-31$3,006,266
Assets. Other investments not covered elsewhere at end of year2010-12-31$402,240
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$805,769
Administrative expenses (other) incurred2010-12-31$4,374
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$24,140,106
Value of net assets at end of year (total assets less liabilities)2010-12-31$149,603,794
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$125,463,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$80,299,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,218,602
Interest on participant loans2010-12-31$89,530
Interest earned on other investments2010-12-31$1,824,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,373,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,828,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,828,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$52,288,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,702,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,289,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,748,212
Employer contributions (assets) at end of year2010-12-31$5,266,672
Employer contributions (assets) at beginning of year2010-12-31$4,707,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,521,727
Contract administrator fees2010-12-31$29,785
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 name2010-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2010-12-31204207759
2009 : POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$1

Form 5500 Responses for POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

2022: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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
2010: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: POMONA VALLEY HOSPITAL MEDICAL CENTER RETIREMENT 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 - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1177
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $42,654
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered728
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $83,294
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered779
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $88,291
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,291
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $40,204
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,204
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1310
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $38,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,380
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered811
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $81,429
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,429
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered896
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $120,003
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,003
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1357
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $36,074
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,074
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1345
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,560
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered940
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $170,813
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $170,813
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1357
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,383
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered979
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $176,525
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176,525
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1415
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,934
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,934
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719
Policy instance 1
Insurance contract or identification numberCR02719
Number of Individuals Covered1021
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $256,250
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $256,250
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719 CR05455
Policy instance 1
Insurance contract or identification numberCR02719 CR05455
Number of Individuals Covered1149
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $312,669
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $312,669
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1385
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,466
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719 CR05455
Policy instance 1
Insurance contract or identification numberCR02719 CR05455
Number of Individuals Covered1225
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $110,184
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110,184
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1417
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $48,958
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,958
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1454
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,957
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,957
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR02719 PA02719
Policy instance 1
Insurance contract or identification numberCR02719 PA02719
Number of Individuals Covered1329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $120,635
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,635
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 2
Insurance contract or identification number893265-007
Number of Individuals Covered1518
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,277
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR2719 PA2719
Policy instance 1
Insurance contract or identification numberCR2719 PA2719
Number of Individuals Covered1432
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $127,528
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127,528
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893265-007
Policy instance 1
Insurance contract or identification number893265-007
Number of Individuals Covered1440
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR2719 PA2719
Policy instance 2
Insurance contract or identification numberCR2719 PA2719
Number of Individuals Covered1602
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $187,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2470
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $576,483
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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