401k Plan data: THOMAS HEALTH SYSTEM 401 (K) PLAN plan

THOMAS HEALTH SYSTEM 401 (K) PLAN 401k Plan overview

Plan Name	THOMAS HEALTH SYSTEM 401 (K) PLAN
Plan identification number	001

THOMAS HEALTH SYSTEM 401 (K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

Thomas Health System Inc has sponsored the creation of one or more 401k plans.

Company Name: Thomas Health System Inc

Employer identification number (EIN): 260440674

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS HEALTH SYSTEM 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for THOMAS HEALTH SYSTEM 401 (K) PLAN

401k plan membership statisitcs for THOMAS HEALTH SYSTEM 401 (K) PLAN

Measure Date Value
2022: THOMAS HEALTH SYSTEM 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,560
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,670
Number of retired or separated participants receiving benefits 2022-01-01 33
Number of other retired or separated participants entitled to future benefits 2022-01-01 904
Total of all active and inactive participants 2022-01-01 2,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,607
Number of participants with account balances 2022-01-01 2,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THOMAS HEALTH SYSTEM 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,445
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,511
Number of retired or separated participants receiving benefits 2021-01-01 65
Number of other retired or separated participants entitled to future benefits 2021-01-01 984
Total of all active and inactive participants 2021-01-01 2,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,560
Number of participants with account balances 2021-01-01 2,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THOMAS HEALTH SYSTEM 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,234
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,803
Number of retired or separated participants receiving benefits 2020-01-01 189
Number of other retired or separated participants entitled to future benefits 2020-01-01 449
Total of all active and inactive participants 2020-01-01 2,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 2,445
Number of participants with account balances 2020-01-01 2,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THOMAS HEALTH SYSTEM 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,194
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,704
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 530
Total of all active and inactive participants 2019-01-01 2,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,234
Number of participants with account balances 2019-01-01 2,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THOMAS HEALTH SYSTEM 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,194
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,535
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 612
Total of all active and inactive participants 2018-01-01 2,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,147
Number of participants with account balances 2018-01-01 2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: THOMAS HEALTH SYSTEM 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,560
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,670
Number of retired or separated participants receiving benefits	2022-01-01	33
Number of other retired or separated participants entitled to future benefits	2022-01-01	904
Total of all active and inactive participants	2022-01-01	2,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,607
Number of participants with account balances	2022-01-01	2,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THOMAS HEALTH SYSTEM 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,445
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,511
Number of retired or separated participants receiving benefits	2021-01-01	65
Number of other retired or separated participants entitled to future benefits	2021-01-01	984
Total of all active and inactive participants	2021-01-01	2,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,560
Number of participants with account balances	2021-01-01	2,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THOMAS HEALTH SYSTEM 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,234
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,803
Number of retired or separated participants receiving benefits	2020-01-01	189
Number of other retired or separated participants entitled to future benefits	2020-01-01	449
Total of all active and inactive participants	2020-01-01	2,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	2,445
Number of participants with account balances	2020-01-01	2,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THOMAS HEALTH SYSTEM 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,194
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,704
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	530
Total of all active and inactive participants	2019-01-01	2,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,234
Number of participants with account balances	2019-01-01	2,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THOMAS HEALTH SYSTEM 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,194
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,535
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	612
Total of all active and inactive participants	2018-01-01	2,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,147
Number of participants with account balances	2018-01-01	2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on THOMAS HEALTH SYSTEM 401 (K) PLAN

Measure	Date	Value
2022 : THOMAS HEALTH SYSTEM 401 (K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,617,328
Total of all expenses incurred	2022-12-31	$7,256,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,955,898
Expenses. Certain deemed distributions of participant loans	2022-12-31	$63,141
Value of total corrective distributions	2022-12-31	$410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,080,097
Value of total assets at end of year	2022-12-31	$83,000,767
Value of total assets at beginning of year	2022-12-31	$96,874,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$236,701
Total interest from all sources	2022-12-31	$164,859
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,998,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,998,736
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,194,794
Participant contributions at end of year	2022-12-31	$1,082,046
Participant contributions at beginning of year	2022-12-31	$1,169,025
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$343,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-13,873,478
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$83,000,767
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$96,874,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,544,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$89,848,166
Interest on participant loans	2022-12-31	$47,984
Interest earned on other investments	2022-12-31	$116,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,324,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,819,763
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$834,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,861,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,541,631
Employer contributions (assets) at end of year	2022-12-31	$49,306
Employer contributions (assets) at beginning of year	2022-12-31	$37,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,121,479
Contract administrator fees	2022-12-31	$236,701
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : THOMAS HEALTH SYSTEM 401 (K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$20,140,206
Total of all expenses incurred	2021-12-31	$7,433,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,153,794
Expenses. Certain deemed distributions of participant loans	2021-12-31	$40,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,429,774
Value of total assets at end of year	2021-12-31	$96,874,245
Value of total assets at beginning of year	2021-12-31	$84,167,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$239,110
Total interest from all sources	2021-12-31	$155,233
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,509,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$6,509,447
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,970,609
Participant contributions at end of year	2021-12-31	$1,169,025
Participant contributions at beginning of year	2021-12-31	$1,033,386
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$66,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,706,682
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$96,874,245
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$84,167,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$89,848,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$76,755,956
Interest on participant loans	2021-12-31	$51,463
Interest earned on other investments	2021-12-31	$103,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,819,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,331,925
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,013,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,045,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,392,793
Employer contributions (assets) at end of year	2021-12-31	$37,291
Employer contributions (assets) at beginning of year	2021-12-31	$46,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,140,296
Contract administrator fees	2021-12-31	$239,110
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : THOMAS HEALTH SYSTEM 401 (K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$19,017,221
Total of all expenses incurred	2020-12-31	$6,688,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,430,889
Expenses. Certain deemed distributions of participant loans	2020-12-31	$48,414
Value of total corrective distributions	2020-12-31	$1,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,081,791
Value of total assets at end of year	2020-12-31	$84,167,563
Value of total assets at beginning of year	2020-12-31	$71,839,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$208,510
Total interest from all sources	2020-12-31	$109,772
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,022,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,022,782
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,713,085
Participant contributions at end of year	2020-12-31	$1,033,386
Participant contributions at beginning of year	2020-12-31	$1,062,462
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$145,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$12,328,404
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$84,167,563
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$71,839,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$76,755,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$68,912,488
Interest on participant loans	2020-12-31	$54,483
Interest earned on other investments	2020-12-31	$55,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,331,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,821,394
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$682,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,802,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,223,330
Employer contributions (assets) at end of year	2020-12-31	$46,296
Employer contributions (assets) at beginning of year	2020-12-31	$42,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,747,995
Contract administrator fees	2020-12-31	$208,510
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARNETT CARBIS TOOTHMANN LLP
Accountancy firm EIN	2020-12-31	550486667
2019 : THOMAS HEALTH SYSTEM 401 (K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$20,409,174
Total of all expenses incurred	2019-12-31	$6,348,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,144,209
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,003,376
Value of total assets at end of year	2019-12-31	$71,839,159
Value of total assets at beginning of year	2019-12-31	$57,778,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$199,879
Total interest from all sources	2019-12-31	$92,775
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,694,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,694,453
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,688,049
Participant contributions at end of year	2019-12-31	$1,062,462
Participant contributions at beginning of year	2019-12-31	$1,095,747
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$67,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,060,227
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$71,839,159
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$57,778,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$68,912,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$55,480,239
Interest on participant loans	2019-12-31	$58,792
Interest earned on other investments	2019-12-31	$33,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,821,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,178,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,618,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,247,970
Employer contributions (assets) at end of year	2019-12-31	$42,815
Employer contributions (assets) at beginning of year	2019-12-31	$24,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,144,209
Contract administrator fees	2019-12-31	$199,879
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARNETT CARBIS TOOTHMANN LLP
Accountancy firm EIN	2019-12-31	550486667
2018 : THOMAS HEALTH SYSTEM 401 (K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$4,367,398
Total of all expenses incurred	2018-12-31	$4,316,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,027,008
Expenses. Certain deemed distributions of participant loans	2018-12-31	$45,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,101,859
Value of total assets at end of year	2018-12-31	$57,778,932
Value of total assets at beginning of year	2018-12-31	$57,727,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$244,041
Total interest from all sources	2018-12-31	$50,738
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,383,927
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,383,927
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,610,970
Participant contributions at end of year	2018-12-31	$1,095,747
Participant contributions at beginning of year	2018-12-31	$962,076
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$341,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$51,204
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$57,778,932
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$57,727,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$55,480,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$56,765,652
Interest on participant loans	2018-12-31	$46,112
Interest earned on other investments	2018-12-31	$4,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,178,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,169,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$3,149,652
Employer contributions (assets) at end of year	2018-12-31	$24,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,027,008
Contract administrator fees	2018-12-31	$244,041
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARNETT CARBIS TOOTHMANN LLP
Accountancy firm EIN	2018-12-31	550486667

Form 5500 Responses for THOMAS HEALTH SYSTEM 401 (K) PLAN

2022: THOMAS HEALTH SYSTEM 401 (K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS HEALTH SYSTEM 401 (K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS HEALTH SYSTEM 401 (K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS HEALTH SYSTEM 401 (K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS HEALTH SYSTEM 401 (K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

70676

Policy instance

Insurance contract or identification number	70676
Number of Individuals Covered	2508
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

70676

Policy instance

Insurance contract or identification number	70676
Number of Individuals Covered	2485
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

70676

Policy instance

Insurance contract or identification number	70676
Number of Individuals Covered	2277
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

70676

Policy instance

Insurance contract or identification number	70676
Number of Individuals Covered	2072
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
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 number

70676

Policy instance

Insurance contract or identification number	70676
Number of Individuals Covered	2034
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

THOMAS HEALTH SYSTEM 401 (K) PLAN [EIN = 611272692]

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Company Name:	Thomas Health System Inc
Employer identification number (EIN):	260440674
NAIC Classification:	622000
NAIC Description:	Hospitals