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LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 401k Plan overview

Plan NameLICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN
Plan identification number 007

LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LICKING MEMORIAL HEALTH SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:LICKING MEMORIAL HEALTH SYSTEMS
Employer identification number (EIN):311096218
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072024-01-01CYNTHIA WEBSTER
0072023-01-01
0072023-01-01CYNTHIA WEBSTER
0072022-01-01
0072022-01-01CYNTHIA WEBSTER
0072021-01-01
0072021-01-01CYNTHIA WEBSTER
0072020-01-01
0072019-01-01
0072017-01-01CYNTHIA WEBSTER
0072016-01-01CYNTHIA WEBSTER
0072015-01-01CYNTHIA WEBSTER
0072014-01-01CYNTHIA WEBSTER
0072013-01-01CYNTHIA WEBSTER
0072012-01-01CYNTHIA WEBSTER

Plan Statistics for LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN

401k plan membership statisitcs for LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN

Measure Date Value
2023: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,968
Total number of active participants reported on line 7a of the Form 55002023-01-012,421
Number of retired or separated participants receiving benefits2023-01-0119
Number of other retired or separated participants entitled to future benefits2023-01-01584
Total of all active and inactive participants2023-01-013,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-013,028
Number of participants with account balances2023-01-012,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01138
2022: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,127
Total number of active participants reported on line 7a of the Form 55002022-01-012,335
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01611
Total of all active and inactive participants2022-01-012,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,968
Number of participants with account balances2022-01-012,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01186
2021: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,973
Total number of active participants reported on line 7a of the Form 55002021-01-012,229
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01878
Total of all active and inactive participants2021-01-013,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-013,127
Number of participants with account balances2021-01-012,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01110
2020: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,767
Total number of active participants reported on line 7a of the Form 55002020-01-012,268
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01687
Total of all active and inactive participants2020-01-012,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,973
Number of participants with account balances2020-01-012,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0173
2019: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,508
Total number of active participants reported on line 7a of the Form 55002019-01-012,245
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01503
Total of all active and inactive participants2019-01-012,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,767
Number of participants with account balances2019-01-012,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0157
2017: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01952
Total number of active participants reported on line 7a of the Form 55002017-01-011,017
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,205
Number of participants with account balances2017-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01844
Total number of active participants reported on line 7a of the Form 55002016-01-01809
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01952
Number of participants with account balances2016-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01782
Total number of active participants reported on line 7a of the Form 55002015-01-01777
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01844
Number of participants with account balances2015-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01770
Total number of active participants reported on line 7a of the Form 55002014-01-01726
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01782
Number of participants with account balances2014-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,851
Total number of active participants reported on line 7a of the Form 55002013-01-01737
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01770
Number of participants with account balances2013-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,807
Total number of active participants reported on line 7a of the Form 55002012-01-011,778
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-011,851
Total participants2012-01-011,851
Number of participants with account balances2012-01-01743

Financial Data on LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN

Measure Date Value
2023 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$45,623,541
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,427,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,235,172
Value of total corrective distributions2023-12-31$251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$26,177,700
Value of total assets at end of year2023-12-31$142,165,753
Value of total assets at beginning of year2023-12-31$106,969,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$192,330
Total interest from all sources2023-12-31$71,392
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,709,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,709,863
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,050,766
Participant contributions at end of year2023-12-31$1,111,730
Participant contributions at beginning of year2023-12-31$963,176
Participant contributions at end of year2023-12-31$323,902
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,115,437
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,419,725
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$16,126,077
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$7,628
Other income not declared elsewhere2023-12-31$251,016
Administrative expenses (other) incurred2023-12-31$192,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$35,195,788
Value of net assets at end of year (total assets less liabilities)2023-12-31$142,165,753
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$106,969,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$137,403,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$103,258,508
Value of interest in pooled separate accounts at end of year2023-12-31$796,462
Value of interest in pooled separate accounts at beginning of year2023-12-31$703,671
Interest on participant loans2023-12-31$55,003
Interest earned on other investments2023-12-31$16,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$414,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$624,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,413,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,227,544
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$45,623,541
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$10,427,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,235,172
Value of total corrective distributions2023-01-01$251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$26,177,700
Value of total assets at end of year2023-01-01$142,165,753
Value of total assets at beginning of year2023-01-01$106,969,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$192,330
Total interest from all sources2023-01-01$71,392
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,709,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,709,863
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$10,050,766
Participant contributions at end of year2023-01-01$1,111,730
Participant contributions at beginning of year2023-01-01$963,176
Participant contributions at end of year2023-01-01$323,902
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$2,115,437
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$1,419,725
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$16,126,077
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$7,628
Other income not declared elsewhere2023-01-01$251,016
Administrative expenses (other) incurred2023-01-01$192,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$35,195,788
Value of net assets at end of year (total assets less liabilities)2023-01-01$142,165,753
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$106,969,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$137,403,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$103,258,508
Value of interest in pooled separate accounts at end of year2023-01-01$796,462
Value of interest in pooled separate accounts at beginning of year2023-01-01$703,671
Interest on participant loans2023-01-01$55,003
Interest earned on other investments2023-01-01$16,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$414,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$624,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$15,413,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$10,227,544
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CHERRY BEKAERT LLP
Accountancy firm EIN2023-01-01560574444
2022 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-5,768,475
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,529,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,384,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,192,564
Value of total assets at end of year2022-12-31$106,969,965
Value of total assets at beginning of year2022-12-31$120,267,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,124
Total interest from all sources2022-12-31$58,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,856,084
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$2,856,084
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$9,430,925
Participant contributions at end of year2022-12-31$963,176
Participant contributions at beginning of year2022-12-31$735,992
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,419,725
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$712,401
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$531,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,537
Other income not declared elsewhere2022-12-31$-79,544
Administrative expenses (other) incurred2022-12-31$145,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,297,674
Value of net assets at end of year (total assets less liabilities)2022-12-31$106,969,965
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$120,267,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,258,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,159,963
Value of interest in pooled separate accounts at end of year2022-12-31$703,671
Value of interest in pooled separate accounts at beginning of year2022-12-31$879,795
Interest on participant loans2022-12-31$39,793
Interest earned on other investments2022-12-31$18,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$624,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$779,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,795,599
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$4,230,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,378,538
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 name2022-12-31MCM CAPS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-5,768,475
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,529,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,384,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$14,192,564
Value of total assets at end of year2022-01-01$106,969,965
Value of total assets at beginning of year2022-01-01$120,267,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$145,124
Total interest from all sources2022-01-01$58,020
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,856,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,856,084
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$9,430,925
Participant contributions at end of year2022-01-01$963,176
Participant contributions at beginning of year2022-01-01$735,992
Assets. Other investments not covered elsewhere at end of year2022-01-01$1,419,725
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$712,401
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$531,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$5,537
Other income not declared elsewhere2022-01-01$-79,544
Administrative expenses (other) incurred2022-01-01$145,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-13,297,674
Value of net assets at end of year (total assets less liabilities)2022-01-01$106,969,965
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$120,267,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$103,258,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$117,159,963
Value of interest in pooled separate accounts at end of year2022-01-01$703,671
Value of interest in pooled separate accounts at beginning of year2022-01-01$879,795
Interest on participant loans2022-01-01$39,793
Interest earned on other investments2022-01-01$18,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$624,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$779,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-22,795,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$4,230,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,378,538
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MCM CAPS & ADVISORS LLP
Accountancy firm EIN2022-01-01271235638
2021 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,466,304
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,438,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,302,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,086,261
Value of total assets at end of year2021-12-31$120,267,639
Value of total assets at beginning of year2021-12-31$101,239,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,362
Total interest from all sources2021-12-31$64,119
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,440,804
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$14,440,804
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,125,746
Participant contributions at end of year2021-12-31$735,992
Participant contributions at beginning of year2021-12-31$804,417
Assets. Other investments not covered elsewhere at end of year2021-12-31$712,401
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$530,797
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$591,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$54
Other income not declared elsewhere2021-12-31$128,745
Administrative expenses (other) incurred2021-12-31$136,362
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$19,027,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$120,267,639
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$101,239,901
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,159,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,180,526
Value of interest in pooled separate accounts at end of year2021-12-31$879,795
Value of interest in pooled separate accounts at beginning of year2021-12-31$774,709
Interest on participant loans2021-12-31$35,924
Interest earned on other investments2021-12-31$28,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$779,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$949,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,361,734
Net investment gain/loss from pooled separate accounts2021-12-31$108,109
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$5,368,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,302,150
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$26,086,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,597,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,500,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,140,983
Value of total assets at end of year2020-12-31$101,239,901
Value of total assets at beginning of year2020-12-31$79,750,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,946
Total interest from all sources2020-12-31$67,279
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,790,008
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$2,790,008
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,347,956
Participant contributions at end of year2020-12-31$804,417
Participant contributions at beginning of year2020-12-31$616,474
Assets. Other investments not covered elsewhere at end of year2020-12-31$530,797
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$310,213
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$638,276
Administrative expenses (other) incurred2020-12-31$96,946
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$21,489,603
Value of net assets at end of year (total assets less liabilities)2020-12-31$101,239,901
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,750,298
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,180,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,201,985
Value of interest in pooled separate accounts at end of year2020-12-31$774,709
Value of interest in pooled separate accounts at beginning of year2020-12-31$692,210
Interest on participant loans2020-12-31$39,559
Interest earned on other investments2020-12-31$27,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$949,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$929,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,088,690
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$5,154,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,500,411
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,040,806
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,194,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,138,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,156,960
Value of total assets at end of year2019-12-31$79,750,298
Value of total assets at beginning of year2019-12-31$57,904,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,039
Total interest from all sources2019-12-31$27,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,966,481
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$1,966,481
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$6,556,723
Participant contributions at end of year2019-12-31$616,474
Participant contributions at beginning of year2019-12-31$428,833
Assets. Other investments not covered elsewhere at end of year2019-12-31$310,213
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$192,100
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$979,993
Other income not declared elsewhere2019-12-31$64,606
Administrative expenses (other) incurred2019-12-31$56,039
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$21,846,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,750,298
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,904,037
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,201,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,737,798
Value of interest in pooled separate accounts at end of year2019-12-31$692,210
Value of interest in pooled separate accounts at beginning of year2019-12-31$605,829
Interest on participant loans2019-12-31$27,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$929,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$939,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,824,959
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$4,620,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,138,506
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,366,489
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,671,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,656,237
Value of total corrective distributions2018-12-31$58
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,634,699
Value of total assets at end of year2018-12-31$57,904,037
Value of total assets at beginning of year2018-12-31$54,209,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,407
Total interest from all sources2018-12-31$50,380
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,860,425
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$1,860,425
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,944,283
Participant contributions at end of year2018-12-31$428,833
Participant contributions at beginning of year2018-12-31$540,025
Assets. Other investments not covered elsewhere at end of year2018-12-31$192,100
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$952,313
Administrative expenses (other) incurred2018-12-31$15,407
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$3,694,787
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,904,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,209,250
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,737,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,924,295
Value of interest in pooled separate accounts at end of year2018-12-31$605,829
Value of interest in pooled separate accounts at beginning of year2018-12-31$733,549
Interest on participant loans2018-12-31$21,899
Interest earned on other investments2018-12-31$28,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$939,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,011,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,142,656
Net investment gain/loss from pooled separate accounts2018-12-31$-36,359
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,738,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,656,237
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$12,573,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,941,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,889,095
Value of total corrective distributions2017-12-31$71
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,252,563
Value of total assets at end of year2017-12-31$54,209,250
Value of total assets at beginning of year2017-12-31$44,576,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,905
Total interest from all sources2017-12-31$22,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,275,583
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$1,275,583
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,236,005
Participant contributions at end of year2017-12-31$540,025
Participant contributions at beginning of year2017-12-31$420,289
Participant contributions at beginning of year2017-12-31$829
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,016,558
Administrative expenses (other) incurred2017-12-31$51,905
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$9,632,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,209,250
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,576,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,924,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,487,689
Value of interest in pooled separate accounts at end of year2017-12-31$733,549
Value of interest in pooled separate accounts at beginning of year2017-12-31$610,460
Interest on participant loans2017-12-31$22,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,011,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,057,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,881,900
Net investment gain/loss from pooled separate accounts2017-12-31$140,577
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,889,095
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$7,017,402
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,929,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,848,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,107,980
Value of total assets at end of year2016-12-31$44,576,755
Value of total assets at beginning of year2016-12-31$40,489,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,128
Total interest from all sources2016-12-31$14,867
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,089,994
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$1,089,994
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,520,207
Participant contributions at end of year2016-12-31$420,289
Participant contributions at beginning of year2016-12-31$341,245
Participant contributions at end of year2016-12-31$829
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$587,773
Other income not declared elsewhere2016-12-31$41,348
Administrative expenses (other) incurred2016-12-31$81,128
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$4,087,501
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,576,755
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,489,254
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,487,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,406,156
Value of interest in pooled separate accounts at end of year2016-12-31$610,460
Value of interest in pooled separate accounts at beginning of year2016-12-31$703,519
Interest on participant loans2016-12-31$14,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,057,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,038,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,856,272
Net investment gain/loss from pooled separate accounts2016-12-31$-93,059
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,848,773
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 name2016-12-31MOUNTJOY, CHILTON, MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$3,078,733
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,777,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,714,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,313,289
Value of total assets at end of year2015-12-31$40,489,254
Value of total assets at beginning of year2015-12-31$40,188,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,888
Total interest from all sources2015-12-31$9,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,532,808
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$1,532,808
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,185,201
Participant contributions at end of year2015-12-31$341,245
Participant contributions at beginning of year2015-12-31$318,530
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,088
Other income not declared elsewhere2015-12-31$30,567
Administrative expenses (other) incurred2015-12-31$63,888
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$300,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,489,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,188,442
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,406,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,015,825
Value of interest in pooled separate accounts at end of year2015-12-31$703,519
Value of interest in pooled separate accounts at beginning of year2015-12-31$819,466
Interest on participant loans2015-12-31$9,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,038,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,034,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,805,504
Net investment gain/loss from pooled separate accounts2015-12-31$-1,844
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,714,033
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 name2015-12-31MOUNTJOY, CHILTON, MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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$5,577,787
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,294,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,243,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,027,434
Value of total assets at end of year2014-12-31$40,188,442
Value of total assets at beginning of year2014-12-31$36,904,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,778
Total interest from all sources2014-12-31$6,349
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$852,832
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$852,832
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,865,984
Participant contributions at end of year2014-12-31$318,530
Participant contributions at beginning of year2014-12-31$265,964
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$161,450
Other income not declared elsewhere2014-12-31$30,259
Administrative expenses (other) incurred2014-12-31$50,778
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$3,283,633
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,188,442
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,904,809
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,015,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,544,570
Value of interest in pooled separate accounts at end of year2014-12-31$819,466
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,082,587
Interest on participant loans2014-12-31$6,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,034,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,011,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,594,951
Net investment gain/loss from pooled separate accounts2014-12-31$65,962
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,243,376
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 name2014-12-31MOUNTJOY, CHILTON, MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,725,570
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,893,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,876,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,849,187
Value of total assets at end of year2013-12-31$36,904,809
Value of total assets at beginning of year2013-12-31$32,072,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,960
Total interest from all sources2013-12-31$2,324
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$680,576
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$680,576
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,554,805
Participant contributions at end of year2013-12-31$265,964
Participant contributions at beginning of year2013-12-31$375,513
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$294,382
Administrative expenses (other) incurred2013-12-31$16,960
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$4,831,812
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,904,809
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,072,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,544,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,082,587
Value of interest in pooled separate accounts at beginning of year2013-12-31$23,474,592
Interest on participant loans2013-12-31$2,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,011,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,222,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,193,483
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,876,798
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 name2013-12-31MOUNTJOY, CHILTON, MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,701,828
Total of all expenses incurred2012-12-31$2,087,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,082,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,738,625
Value of total assets at end of year2012-12-31$32,072,997
Value of total assets at beginning of year2012-12-31$28,458,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,355
Total interest from all sources2012-12-31$3,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,521,737
Participant contributions at end of year2012-12-31$375,513
Participant contributions at beginning of year2012-12-31$335,694
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,888
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$3,614,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,072,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,458,325
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
Value of interest in pooled separate accounts at end of year2012-12-31$23,474,592
Value of interest in pooled separate accounts at beginning of year2012-12-31$20,325,527
Interest on participant loans2012-12-31$3,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,222,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,797,104
Net investment gain/loss from pooled separate accounts2012-12-31$2,960,143
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,082,801
Contract administrator fees2012-12-31$4,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MOUNTJOY, CHILTON, MEDLEY LLP
Accountancy firm EIN2012-12-31271235638

Form 5500 Responses for LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN

2023: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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
2017: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) 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: LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
Insurance contract or identification number750072
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
Insurance contract or identification number750057
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082519
Policy instance 3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number080110
Policy instance 4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82015
Policy instance 5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number82015
Policy instance 5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number080110
Policy instance 4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082519
Policy instance 3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750057
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number750072
Policy instance 2

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