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MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 401k Plan overview

Plan NameMISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN
Plan identification number 002

MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER
Employer identification number (EIN):237067206
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01STEVE HOPE
0022017-01-01
0022016-01-01STEVE HOPE
0022016-01-01
0022015-01-01STEVE HOPE
0022015-01-01STEVE HOPE
0022014-01-01STEVE HOPE
0022013-01-01STEVE HOPE
0022012-01-01STEVE HOPE
0022011-01-01STEVE HOPE
0022010-01-01STEVE HOPE
0022009-01-01STEVE HOPE
0022009-01-01STEVE HOPE STEVE HOPE2010-09-01
0022009-01-01STEVE HOPE STEVE HOPE2010-10-11

Plan Statistics for MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN

401k plan membership statisitcs for MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN

Measure Date Value
2022: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,302
Total number of active participants reported on line 7a of the Form 55002022-01-01743
Number of retired or separated participants receiving benefits2022-01-0122
Number of other retired or separated participants entitled to future benefits2022-01-01345
Total of all active and inactive participants2022-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,115
Number of participants with account balances2022-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,231
Total number of active participants reported on line 7a of the Form 55002021-01-01706
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01576
Total of all active and inactive participants2021-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,293
Number of participants with account balances2021-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,285
Total number of active participants reported on line 7a of the Form 55002020-01-01698
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01510
Total of all active and inactive participants2020-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,231
Number of participants with account balances2020-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,206
Total number of active participants reported on line 7a of the Form 55002019-01-01746
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01524
Total of all active and inactive participants2019-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,285
Number of participants with account balances2019-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01828
Total number of active participants reported on line 7a of the Form 55002018-01-01682
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01510
Total of all active and inactive participants2018-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,206
Number of participants with account balances2018-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,355
Total number of active participants reported on line 7a of the Form 55002017-01-01582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01246
Total of all active and inactive participants2017-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01828
Number of participants with account balances2017-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,259
Total number of active participants reported on line 7a of the Form 55002016-01-011,258
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,355
Number of participants with account balances2016-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01825
Total number of active participants reported on line 7a of the Form 55002015-01-01765
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01858
Number of participants with account balances2015-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01795
Total number of active participants reported on line 7a of the Form 55002014-01-01757
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01831
Number of participants with account balances2014-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01798
Total number of active participants reported on line 7a of the Form 55002013-01-01738
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01794
Number of participants with account balances2013-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01776
Total number of active participants reported on line 7a of the Form 55002012-01-01742
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01797
Number of participants with account balances2012-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01767
Total number of active participants reported on line 7a of the Form 55002011-01-01733
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01771
Number of participants with account balances2011-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01897
Total number of active participants reported on line 7a of the Form 55002010-01-01736
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01760
Number of participants with account balances2010-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01654
Total number of active participants reported on line 7a of the Form 55002009-01-01621
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01161
Total of all active and inactive participants2009-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01782
Number of participants with account balances2009-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN

Measure Date Value
2022 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,854,734
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,460,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,118,490
Expenses. Certain deemed distributions of participant loans2022-12-31$118,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,790,375
Value of total assets at end of year2022-12-31$46,925,614
Value of total assets at beginning of year2022-12-31$60,240,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$223,808
Total interest from all sources2022-12-31$25,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,542,050
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$1,542,050
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$1,574,655
Participant contributions at end of year2022-12-31$507,725
Participant contributions at beginning of year2022-12-31$589,822
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$57,359
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,198
Total non interest bearing cash at end of year2022-12-31$135,368
Total non interest bearing cash at beginning of year2022-12-31$47,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,315,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,925,614
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,240,673
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$126,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,507,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,572,668
Interest on participant loans2022-12-31$25,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,775,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,973,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,212,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,200,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,118,490
Contract administrator fees2022-12-31$97,768
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 name2022-12-31CRI
Accountancy firm EIN2022-12-31721396621
2021 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,766
Total income from all sources (including contributions)2021-12-31$8,251,866
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,405,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,064,502
Expenses. Certain deemed distributions of participant loans2021-12-31$60,659
Value of total corrective distributions2021-12-31$585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,897,045
Value of total assets at end of year2021-12-31$60,240,673
Value of total assets at beginning of year2021-12-31$54,410,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$280,050
Total interest from all sources2021-12-31$30,404
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,110,376
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$5,110,376
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$1,645,125
Participant contributions at end of year2021-12-31$589,822
Participant contributions at beginning of year2021-12-31$702,862
Participant contributions at end of year2021-12-31$57,359
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,766
Total non interest bearing cash at end of year2021-12-31$47,800
Total non interest bearing cash at beginning of year2021-12-31$80,828
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$5,846,070
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,240,673
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,394,603
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$197,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,572,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,620,781
Interest on participant loans2021-12-31$30,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,973,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,005,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$214,041
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$1,250,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,064,502
Contract administrator fees2021-12-31$82,302
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HORNE, LLP
Accountancy firm EIN2021-12-31201941244
2020 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,921
Total income from all sources (including contributions)2020-12-31$9,380,884
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,327,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,031,414
Value of total corrective distributions2020-12-31$3,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,939,984
Value of total assets at end of year2020-12-31$54,410,369
Value of total assets at beginning of year2020-12-31$50,372,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$292,151
Total interest from all sources2020-12-31$40,925
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,521,742
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$2,521,742
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$1,597,522
Participant contributions at end of year2020-12-31$702,862
Participant contributions at beginning of year2020-12-31$750,843
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$31,921
Total non interest bearing cash at end of year2020-12-31$80,828
Total non interest bearing cash at beginning of year2020-12-31$73,123
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$4,053,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,394,603
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,340,921
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$3,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,620,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,506,388
Interest on participant loans2020-12-31$40,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,005,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,388,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,878,233
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$1,246,316
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$654,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,031,414
Contract administrator fees2020-12-31$288,782
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 name2020-12-31HORNE, LLP
Accountancy firm EIN2020-12-31201941244
2019 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,106
Total income from all sources (including contributions)2019-12-31$10,783,671
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,496,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,248,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,100,338
Value of total assets at end of year2019-12-31$50,372,842
Value of total assets at beginning of year2019-12-31$42,076,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$247,497
Total interest from all sources2019-12-31$41,854
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,319,558
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$3,319,558
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,667,020
Participant contributions at end of year2019-12-31$750,843
Participant contributions at beginning of year2019-12-31$956,846
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$31,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,106
Total non interest bearing cash at end of year2019-12-31$73,123
Total non interest bearing cash at beginning of year2019-12-31$84,572
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$8,287,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,340,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,053,437
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$156,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,506,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,433,840
Interest on participant loans2019-12-31$41,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,388,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,601,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,321,921
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$1,288,722
Employer contributions (assets) at end of year2019-12-31$654,137
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,248,690
Contract administrator fees2019-12-31$91,338
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 name2019-12-31HORNE, LLP
Accountancy firm EIN2019-12-31201941244
2018 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,106
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$794,822
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,535,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,297,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,663,011
Value of total assets at end of year2018-12-31$42,076,543
Value of total assets at beginning of year2018-12-31$43,793,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$237,247
Total interest from all sources2018-12-31$44,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,414,431
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$3,414,431
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$1,452,318
Participant contributions at end of year2018-12-31$956,846
Participant contributions at beginning of year2018-12-31$1,117,790
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$149,360
Total non interest bearing cash at end of year2018-12-31$84,572
Total non interest bearing cash at beginning of year2018-12-31$25,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,740,415
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,053,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,793,852
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$152,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,433,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,070,563
Interest on participant loans2018-12-31$44,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,601,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,579,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,476,162
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$1,179,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,297,990
Contract administrator fees2018-12-31$84,472
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 name2018-12-31HORNE, LLP
Accountancy firm EIN2018-12-31201941244
2017 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,591,582
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,191,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,972,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,873,390
Value of total assets at end of year2017-12-31$43,793,852
Value of total assets at beginning of year2017-12-31$38,394,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$219,627
Total interest from all sources2017-12-31$48,139
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,442,003
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$1,442,003
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$1,459,188
Participant contributions at end of year2017-12-31$1,117,790
Participant contributions at beginning of year2017-12-31$1,292,139
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$243,344
Other income not declared elsewhere2017-12-31$121,816
Total non interest bearing cash at end of year2017-12-31$25,841
Total non interest bearing cash at beginning of year2017-12-31$45,729
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$5,399,819
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,793,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,394,033
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$126,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,070,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,007,200
Interest on participant loans2017-12-31$48,139
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,579,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,048,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,106,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,170,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,972,136
Contract administrator fees2017-12-31$93,376
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 name2017-12-31HORNE, LLP
Accountancy firm EIN2017-12-31201941244
2016 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,808,839
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,507,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,298,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,830,509
Value of total assets at end of year2016-12-31$38,394,033
Value of total assets at beginning of year2016-12-31$36,092,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,756
Total interest from all sources2016-12-31$50,049
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$915,165
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$915,165
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,469,675
Participant contributions at end of year2016-12-31$1,292,139
Participant contributions at beginning of year2016-12-31$1,272,946
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$58,839
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,396
Other income not declared elsewhere2016-12-31$146,656
Total non interest bearing cash at end of year2016-12-31$45,729
Total non interest bearing cash at beginning of year2016-12-31$43,154
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$2,301,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,394,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,092,452
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$124,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,007,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,691,383
Interest on participant loans2016-12-31$50,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,048,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,980,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$866,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,126,438
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$45,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,298,502
Contract administrator fees2016-12-31$84,552
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 name2016-12-31HORNE, LLP
Accountancy firm EIN2016-12-31201941244
2015 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,257,341
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,377,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,176,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,691,809
Value of total assets at end of year2015-12-31$36,092,452
Value of total assets at beginning of year2015-12-31$35,212,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$200,616
Total interest from all sources2015-12-31$49,124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,438,052
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$1,438,052
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$1,482,939
Participant contributions at end of year2015-12-31$1,272,946
Participant contributions at beginning of year2015-12-31$1,094,063
Participant contributions at end of year2015-12-31$58,839
Participant contributions at beginning of year2015-12-31$44,102
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,392
Other income not declared elsewhere2015-12-31$129,076
Total non interest bearing cash at end of year2015-12-31$43,154
Total non interest bearing cash at beginning of year2015-12-31$34,851
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$880,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,092,452
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,212,452
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$120,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,691,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,775,765
Interest on participant loans2015-12-31$49,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,980,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,209,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,050,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,179,478
Employer contributions (assets) at end of year2015-12-31$45,750
Employer contributions (assets) at beginning of year2015-12-31$53,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,176,725
Contract administrator fees2015-12-31$80,186
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 name2015-12-31HORNE LLP
Accountancy firm EIN2015-12-31201941244
2014 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$4,339,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$905,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$728,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,666,044
Value of total assets at end of year2014-12-31$35,212,452
Value of total assets at beginning of year2014-12-31$31,778,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$177,899
Total interest from all sources2014-12-31$34,815
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,712,703
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$1,712,703
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$1,484,356
Participant contributions at end of year2014-12-31$1,094,063
Participant contributions at beginning of year2014-12-31$1,008,933
Participant contributions at end of year2014-12-31$44,102
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$52,578
Total non interest bearing cash at end of year2014-12-31$34,851
Total non interest bearing cash at beginning of year2014-12-31$25,597
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$3,433,594
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,212,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,778,858
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$81,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,775,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,548,731
Interest on participant loans2014-12-31$34,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,209,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,195,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-126,565
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$1,175,163
Employer contributions (assets) at end of year2014-12-31$53,908
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$728,082
Contract administrator fees2014-12-31$96,572
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 name2014-12-31HORNE, LLP
Accountancy firm EIN2014-12-31201941244
2013 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,047
Total income from all sources (including contributions)2013-12-31$6,421,235
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,040,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,870,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,738,053
Value of total assets at end of year2013-12-31$31,778,858
Value of total assets at beginning of year2013-12-31$27,406,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$169,774
Total interest from all sources2013-12-31$33,319
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,206,903
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$1,206,903
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$1,419,918
Participant contributions at end of year2013-12-31$1,008,933
Participant contributions at beginning of year2013-12-31$932,541
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$222,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,047
Other income not declared elsewhere2013-12-31$-181,785
Total non interest bearing cash at end of year2013-12-31$25,597
Total non interest bearing cash at beginning of year2013-12-31$68,148
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$4,380,470
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,778,858
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,398,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$95,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,548,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,504,820
Interest on participant loans2013-12-31$33,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,195,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,900,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,624,745
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$1,095,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,870,991
Contract administrator fees2013-12-31$74,459
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 name2013-12-31HORNE, LLP
Accountancy firm EIN2013-12-31201941244
2012 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,138
Total income from all sources (including contributions)2012-12-31$4,838,985
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,813,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,661,143
Value of total corrective distributions2012-12-31$10,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,571,688
Value of total assets at end of year2012-12-31$27,406,435
Value of total assets at beginning of year2012-12-31$24,377,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$142,255
Total interest from all sources2012-12-31$29,114
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$791,109
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$791,109
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,417,460
Participant contributions at end of year2012-12-31$932,541
Participant contributions at beginning of year2012-12-31$1,212,368
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$31,376
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$72,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,138
Total non interest bearing cash at end of year2012-12-31$68,148
Total non interest bearing cash at beginning of year2012-12-31$2,656
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$3,025,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,398,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,373,130
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$82,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,504,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,116,128
Interest on participant loans2012-12-31$29,114
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,900,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,014,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,447,074
Net investment gain or loss from common/collective trusts2012-12-31$0
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$1,081,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,661,143
Contract administrator fees2012-12-31$59,598
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 name2012-12-31HORNE, LLP
Accountancy firm EIN2012-12-31201941244
2011 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,299
Total income from all sources (including contributions)2011-12-31$1,999,461
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,308,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,215,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,545,452
Value of total assets at end of year2011-12-31$24,377,268
Value of total assets at beginning of year2011-12-31$23,689,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$92,303
Total interest from all sources2011-12-31$50,253
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$476,764
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$476,764
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,329,139
Participant contributions at end of year2011-12-31$1,212,368
Participant contributions at beginning of year2011-12-31$1,093,464
Assets. Other investments not covered elsewhere at end of year2011-12-31$31,376
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$32,594
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$135,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,299
Total non interest bearing cash at end of year2011-12-31$2,656
Total non interest bearing cash at beginning of year2011-12-31$22,576
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$691,452
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,373,130
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,681,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$75,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,116,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,019,127
Interest on participant loans2011-12-31$50,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,014,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,522,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,073,008
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$1,080,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,215,706
Contract administrator fees2011-12-31$17,107
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 name2011-12-31HORNE, LLP
Accountancy firm EIN2011-12-31201941244
2010 : MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT 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$8,299
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$5,062,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,550,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,488,316
Value of total corrective distributions2010-12-31$2,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,268,349
Value of total assets at end of year2010-12-31$23,689,977
Value of total assets at beginning of year2010-12-31$21,169,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,552
Total interest from all sources2010-12-31$160,730
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$426,262
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$426,262
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,181,854
Participant contributions at end of year2010-12-31$1,093,464
Participant contributions at beginning of year2010-12-31$573,966
Assets. Other investments not covered elsewhere at end of year2010-12-31$32,594
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$199,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,299
Total non interest bearing cash at end of year2010-12-31$22,576
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$2,512,265
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,681,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,169,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$28,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,019,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,940,472
Interest on participant loans2010-12-31$20,231
Interest earned on other investments2010-12-31$140,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,522,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,654,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,206,955
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$887,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,488,316
Contract administrator fees2010-12-31$31,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HORNE, LLP
Accountancy firm EIN2010-12-31201941244

Form 5500 Responses for MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN

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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered276
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered866
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered797
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered863
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered863
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered829
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered838
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered780
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32243
Policy instance 1
Insurance contract or identification number32243
Number of Individuals Covered780
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number05625
Policy instance 1
Insurance contract or identification number05625
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $74
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Insurance broker organization code?3
Insurance broker nameSTEPHEN E JOHNS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number05625
Policy instance 1
Insurance contract or identification number05625
Number of Individuals Covered157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number05625
Policy instance 2
Insurance contract or identification number05625
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number05625
Policy instance 1
Insurance contract or identification number05625
Number of Individuals Covered179
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $332
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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