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COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 401k Plan overview

Plan NameCOMMONWEALTH HEALTH CORPORATION 403(B) PLAN
Plan identification number 005

COMMONWEALTH HEALTH CORPORATION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMONWEALTH HEALTH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH HEALTH CORPORATION
Employer identification number (EIN):311118087
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH HEALTH CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01RONALD SOWELL RONALD SOWELL2018-10-12
0052016-01-01RONALD SOWELL
0052015-01-01RONALD SOWELL

Plan Statistics for COMMONWEALTH HEALTH CORPORATION 403(B) PLAN

401k plan membership statisitcs for COMMONWEALTH HEALTH CORPORATION 403(B) PLAN

Measure Date Value
2022: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,968
Total number of active participants reported on line 7a of the Form 55002022-01-013,789
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01453
Total of all active and inactive participants2022-01-014,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-014,258
Number of participants with account balances2022-01-013,539
2021: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,902
Total number of active participants reported on line 7a of the Form 55002021-01-013,450
Number of other retired or separated participants entitled to future benefits2021-01-01520
Total of all active and inactive participants2021-01-013,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,972
Number of participants with account balances2021-01-013,420
2020: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,953
Total number of active participants reported on line 7a of the Form 55002020-01-013,574
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01329
Total of all active and inactive participants2020-01-013,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-013,906
Number of participants with account balances2020-01-013,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,842
Total number of active participants reported on line 7a of the Form 55002019-01-013,687
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01266
Total of all active and inactive participants2019-01-013,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,956
Number of participants with account balances2019-01-013,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,782
Total number of active participants reported on line 7a of the Form 55002018-01-013,585
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01261
Total of all active and inactive participants2018-01-013,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,847
Number of participants with account balances2018-01-013,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,432
Total number of active participants reported on line 7a of the Form 55002017-01-013,562
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-013,782
Total participants2017-01-013,782
Number of participants with account balances2017-01-013,043
2016: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,435
Total number of active participants reported on line 7a of the Form 55002016-01-013,419
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01294
Total of all active and inactive participants2016-01-013,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,713
Number of participants with account balances2016-01-012,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,810
Total number of active participants reported on line 7a of the Form 55002015-01-012,825
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01106
Total of all active and inactive participants2015-01-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,931
Number of participants with account balances2015-01-012,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on COMMONWEALTH HEALTH CORPORATION 403(B) PLAN

Measure Date Value
2022 : COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,373,471
Total of all expenses incurred2022-12-31$5,458,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,272,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,681,604
Value of total assets at end of year2022-12-31$69,145,581
Value of total assets at beginning of year2022-12-31$78,977,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$185,852
Total interest from all sources2022-12-31$14,591
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,189,945
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$4,189,945
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$11,416,463
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$265,141
Administrative expenses (other) incurred2022-12-31$96,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,831,604
Value of net assets at end of year (total assets less liabilities)2022-12-31$69,145,581
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,977,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$89,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,713,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,618,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,432,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,358,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,358,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,259,611
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,272,281
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$21,480,545
Total of all expenses incurred2021-12-31$6,151,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,998,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,158,172
Value of total assets at end of year2021-12-31$78,977,185
Value of total assets at beginning of year2021-12-31$63,647,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,550
Total interest from all sources2021-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,442,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,442,280
Administrative expenses professional fees incurred2021-12-31$65,795
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$10,595,695
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$562,477
Administrative expenses (other) incurred2021-12-31$86,755
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$15,329,461
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,977,185
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,647,724
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$76,618,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,542,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,358,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,104,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,104,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,879,874
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,998,534
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : COMMONWEALTH HEALTH CORPORATION 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$19,741,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,913,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,696,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,844,750
Value of total assets at end of year2020-12-31$63,647,724
Value of total assets at beginning of year2020-12-31$48,820,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$217,603
Total interest from all sources2020-12-31$5,341
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,569,420
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$2,569,420
Administrative expenses professional fees incurred2020-12-31$35,409
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,545,094
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$299,656
Administrative expenses (other) incurred2020-12-31$182,194
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$14,827,711
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,647,724
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,820,013
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$61,542,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,910,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,104,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,909,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,909,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,321,887
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,696,084
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : COMMONWEALTH HEALTH CORPORATION 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$17,684,686
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,987,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,767,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,218,800
Value of total assets at end of year2019-12-31$48,820,013
Value of total assets at beginning of year2019-12-31$34,122,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$219,501
Total interest from all sources2019-12-31$32,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,102,771
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$2,102,771
Administrative expenses professional fees incurred2019-12-31$40,070
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,902,258
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,542
Administrative expenses (other) incurred2019-12-31$179,431
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$14,697,249
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,820,013
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,122,764
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$46,910,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,517,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,909,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,605,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,605,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,331,077
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,767,936
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : COMMONWEALTH HEALTH CORPORATION 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$5,933,185
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,442,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,264,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,122,095
Value of total assets at end of year2018-12-31$34,122,764
Value of total assets at beginning of year2018-12-31$30,632,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$178,018
Total interest from all sources2018-12-31$22,743
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,341,748
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$2,341,748
Administrative expenses professional fees incurred2018-12-31$18,014
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,973,744
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,351
Administrative expenses (other) incurred2018-12-31$142,470
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$3,490,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,122,764
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,632,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,517,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,181,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,605,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,451,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,451,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$22,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,553,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,264,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,653,931
Total of all expenses incurred2017-12-31$1,338,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,216,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,246,191
Value of total assets at end of year2017-12-31$30,632,421
Value of total assets at beginning of year2017-12-31$20,317,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$122,161
Total interest from all sources2017-12-31$16,172
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,013,221
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$1,013,221
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$7,095,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$151,060
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$10,314,996
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,632,421
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,317,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$122,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,181,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,471,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,451,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$845,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$845,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,378,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,216,774
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : COMMONWEALTH HEALTH CORPORATION 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$9,848,945
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,043,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$964,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,446,130
Value of total assets at end of year2016-12-31$20,317,425
Value of total assets at beginning of year2016-12-31$11,511,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,496
Total interest from all sources2016-12-31$3,201
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$618,147
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$618,147
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$6,585,691
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,860,439
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$8,805,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,317,425
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,511,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$78,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,471,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,676,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$845,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$835,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$835,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$781,467
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$964,768
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : COMMONWEALTH HEALTH CORPORATION 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$5,389,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$495,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$412,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,390,354
Value of total assets at end of year2015-12-31$11,511,744
Value of total assets at beginning of year2015-12-31$6,617,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,945
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$430,189
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$430,189
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$5,377,780
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,574
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$4,894,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,511,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,617,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$82,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,676,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,350,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$835,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$267,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$267,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-430,667
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$412,821
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661

Form 5500 Responses for COMMONWEALTH HEALTH CORPORATION 403(B) PLAN

2022: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONWEALTH HEALTH CORPORATION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONWEALTH HEALTH CORPORATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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