THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 1711 SOUTH UNIVERSITY DRIVE,FARGO,ND
  • Contact person: SANDRA OLSON
  • Phone: (701) 280-4850

Plan General Information

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is $127,412,159.00.This plan was established in 1983.

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is 7955

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is $16,016.00

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is $3,046.00.

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is 21.48%.

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is 12.40%. This measures the effectiveness of the plan participants' investments in the year.

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN is 0.12%.

Enrollment Features

THE MERITCARE HEALTH SYSTEM TAX DEFERRED ANNUITY PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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