?>
Logo

COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 401k Plan overview

Plan NameCOMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN
Plan identification number 001

COMMUNITY HOSPITAL AND WELLNESS CENTER 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY HOSPITALS AND WELLNESS CENTERS has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY HOSPITALS AND WELLNESS CENTERS
Employer identification number (EIN):341048666
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about COMMUNITY HOSPITALS AND WELLNESS CENTERS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1969-05-16
Company Identification Number: 384200
Legal Registered Office Address: 433 WEST HIGH ST
-
BRYAN
United States of America (USA)
43506

More information about COMMUNITY HOSPITALS AND WELLNESS CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANGELIA FOSTER
0012017-01-01ANGELIA FOSTER
0012016-01-01CHAD TINKEL
0012015-01-01CHAD TINKEL
0012014-01-01CHAD TINKEL
0012013-01-01CHAD TINKEL
0012012-01-01CHAD TINKEL
0012011-01-01CHAD TINKEL
0012009-01-01CHAD TINKEL
0012009-01-01MICHAEL W KRUCKER CHAD D. TINKEL2010-10-15

Plan Statistics for COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN

401k plan membership statisitcs for COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN

Measure Date Value
2022: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01810
Total number of active participants reported on line 7a of the Form 55002022-01-01744
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01793
Number of participants with account balances2022-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01812
Total number of active participants reported on line 7a of the Form 55002021-01-01766
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01810
Number of participants with account balances2021-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01815
Total number of active participants reported on line 7a of the Form 55002020-01-01729
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01812
Number of participants with account balances2020-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01846
Total number of active participants reported on line 7a of the Form 55002019-01-01729
Number of retired or separated participants receiving benefits2019-01-0145
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01815
Number of participants with account balances2019-01-01815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01837
Total number of active participants reported on line 7a of the Form 55002018-01-01769
Number of retired or separated participants receiving benefits2018-01-0144
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01846
Number of participants with account balances2018-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01819
Total number of active participants reported on line 7a of the Form 55002017-01-01770
Number of retired or separated participants receiving benefits2017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01837
Number of participants with account balances2017-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01766
Total number of active participants reported on line 7a of the Form 55002016-01-01744
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01819
Number of participants with account balances2016-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01768
Total number of active participants reported on line 7a of the Form 55002015-01-01687
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01766
Number of participants with account balances2015-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01729
Total number of active participants reported on line 7a of the Form 55002014-01-01694
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01768
Number of participants with account balances2014-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01729
Total number of active participants reported on line 7a of the Form 55002013-01-01655
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01729
Total participants2013-01-01729
Number of participants with account balances2013-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01736
Total number of active participants reported on line 7a of the Form 55002012-01-01729
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01729
Number of participants with account balances2012-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01786
Total number of active participants reported on line 7a of the Form 55002011-01-01736
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01736
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01833
Total number of active participants reported on line 7a of the Form 55002009-01-01710
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01765
Number of participants with account balances2009-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN

Measure Date Value
2022 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$1,898,243
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,167,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,156,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,308,564
Value of total assets at end of year2022-12-31$29,327,062
Value of total assets at beginning of year2022-12-31$28,596,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,316
Total interest from all sources2022-12-31$516,916
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,884
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$3,884
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,140,005
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,265
Total non interest bearing cash at end of year2022-12-31$11,280
Total non interest bearing cash at beginning of year2022-12-31$7,083
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$730,997
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,327,062
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,596,065
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$13,840,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,025,768
Interest earned on other investments2022-12-31$516,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,942,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,436,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-214,010
Net investment gain/loss from pooled separate accounts2022-12-31$-2,717,111
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$2,137,294
Employer contributions (assets) at end of year2022-12-31$1,532,308
Employer contributions (assets) at beginning of year2022-12-31$1,126,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,156,930
Contract administrator fees2022-12-31$10,316
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$4,932,444
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,662,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,655,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,428,219
Value of total assets at end of year2021-12-31$28,596,065
Value of total assets at beginning of year2021-12-31$26,326,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,139
Total interest from all sources2021-12-31$506,037
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,128
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$16,128
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,286,283
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,573
Total non interest bearing cash at end of year2021-12-31$7,083
Total non interest bearing cash at beginning of year2021-12-31$5,729
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$2,269,904
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,596,065
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,326,161
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$15,025,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,633,359
Interest earned on other investments2021-12-31$506,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,436,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,452,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$151,795
Net investment gain/loss from pooled separate accounts2021-12-31$1,830,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,126,363
Employer contributions (assets) at end of year2021-12-31$1,126,363
Employer contributions (assets) at beginning of year2021-12-31$1,234,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,655,401
Contract administrator fees2021-12-31$7,139
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$5,031,020
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$981,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$961,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,539,512
Value of total assets at end of year2020-12-31$26,326,161
Value of total assets at beginning of year2020-12-31$22,277,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,002
Total interest from all sources2020-12-31$466,458
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,780
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$7,780
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,198,353
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$106,211
Total non interest bearing cash at end of year2020-12-31$5,729
Total non interest bearing cash at beginning of year2020-12-31$6,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,049,120
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,326,161
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,277,041
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$12,633,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,814,510
Interest earned on other investments2020-12-31$466,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,452,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,216,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$201,953
Net investment gain/loss from pooled separate accounts2020-12-31$1,815,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,234,948
Employer contributions (assets) at end of year2020-12-31$1,234,948
Employer contributions (assets) at beginning of year2020-12-31$1,240,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$961,898
Contract administrator fees2020-12-31$20,002
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$4,578,706
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,376,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,354,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,269,010
Value of total assets at end of year2019-12-31$22,277,041
Value of total assets at beginning of year2019-12-31$19,075,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,376
Total interest from all sources2019-12-31$187
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,716
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$10,716
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$1,028,856
Total non interest bearing cash at end of year2019-12-31$6,327
Total non interest bearing cash at beginning of year2019-12-31$10,389
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$3,201,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,277,041
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,075,071
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$9,814,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,053,095
Interest earned on other investments2019-12-31$187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,216,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,702,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$276,045
Net investment gain/loss from pooled separate accounts2019-12-31$2,022,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,240,154
Employer contributions (assets) at end of year2019-12-31$1,240,154
Employer contributions (assets) at beginning of year2019-12-31$308,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,354,360
Contract administrator fees2019-12-31$22,376
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$1,326,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$611,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$599,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,373,518
Value of total assets at end of year2018-12-31$19,075,071
Value of total assets at beginning of year2018-12-31$18,360,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,553
Total interest from all sources2018-12-31$17,398
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,093
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$20,093
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,007,090
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,732
Total non interest bearing cash at end of year2018-12-31$10,389
Total non interest bearing cash at beginning of year2018-12-31$8,688
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$714,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,075,071
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,360,314
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$8,053,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,921,217
Interest earned on other investments2018-12-31$17,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,702,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,819,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-116,792
Net investment gain/loss from pooled separate accounts2018-12-31$32,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$308,696
Employer contributions (assets) at end of year2018-12-31$308,696
Employer contributions (assets) at beginning of year2018-12-31$610,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$599,082
Contract administrator fees2018-12-31$12,553
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$3,145,973
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,009,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$993,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,672,872
Value of total assets at end of year2017-12-31$18,360,314
Value of total assets at beginning of year2017-12-31$16,223,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,538
Total interest from all sources2017-12-31$370,059
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,179
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$21,179
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$923,333
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$7,230
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$138,618
Total non interest bearing cash at end of year2017-12-31$8,688
Total non interest bearing cash at beginning of year2017-12-31$10,722
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$2,136,708
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,360,314
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,223,606
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$7,921,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,615,193
Interest earned on other investments2017-12-31$370,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,819,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,713,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$227,724
Net investment gain/loss from pooled separate accounts2017-12-31$854,139
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$610,921
Employer contributions (assets) at end of year2017-12-31$610,921
Employer contributions (assets) at beginning of year2017-12-31$876,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$993,727
Contract administrator fees2017-12-31$15,538
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$2,972,858
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$914,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$909,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,158,761
Value of total assets at end of year2016-12-31$16,223,606
Value of total assets at beginning of year2016-12-31$14,165,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,153
Total interest from all sources2016-12-31$309,450
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,386
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$36,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$905,373
Participant contributions at end of year2016-12-31$7,230
Participant contributions at beginning of year2016-12-31$7,103
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$376,431
Total non interest bearing cash at end of year2016-12-31$10,722
Total non interest bearing cash at beginning of year2016-12-31$4,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,058,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,223,606
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,165,095
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$6,615,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,362,905
Interest on participant loans2016-12-31$127
Interest earned on other investments2016-12-31$309,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,713,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,949,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$132,495
Net investment gain/loss from pooled separate accounts2016-12-31$335,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$876,957
Employer contributions (assets) at end of year2016-12-31$876,957
Employer contributions (assets) at beginning of year2016-12-31$841,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$909,194
Contract administrator fees2016-12-31$5,153
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$2,005,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$300,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$280,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,753,267
Value of total assets at end of year2015-12-31$14,165,095
Value of total assets at beginning of year2015-12-31$12,459,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,066
Total interest from all sources2015-12-31$251,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$38,431
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$38,431
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$852,128
Participant contributions at end of year2015-12-31$7,103
Participant contributions at beginning of year2015-12-31$6,979
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60,092
Total non interest bearing cash at end of year2015-12-31$4,542
Total non interest bearing cash at beginning of year2015-12-31$18,136
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$1,705,541
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,165,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,459,554
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$6,362,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,009,931
Interest earned on other investments2015-12-31$251,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,949,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,881,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-54,433
Net investment gain/loss from pooled separate accounts2015-12-31$16,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$841,047
Employer contributions (assets) at end of year2015-12-31$841,047
Employer contributions (assets) at beginning of year2015-12-31$542,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$280,239
Contract administrator fees2015-12-31$20,066
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$2,168,169
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$607,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$574,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,511,880
Value of total assets at end of year2014-12-31$12,459,554
Value of total assets at beginning of year2014-12-31$10,898,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,370
Total interest from all sources2014-12-31$215,277
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$70,747
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$70,747
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$850,703
Participant contributions at end of year2014-12-31$6,979
Participant contributions at beginning of year2014-12-31$7,188
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,187
Total non interest bearing cash at end of year2014-12-31$18,136
Total non interest bearing cash at beginning of year2014-12-31$2,364
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$1,561,165
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,459,554
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,898,389
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$6,009,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,106,425
Interest on participant loans2014-12-31$9
Interest earned on other investments2014-12-31$215,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,881,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,923,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$91,858
Net investment gain/loss from pooled separate accounts2014-12-31$278,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$542,990
Employer contributions (assets) at end of year2014-12-31$542,990
Employer contributions (assets) at beginning of year2014-12-31$858,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$574,634
Contract administrator fees2014-12-31$32,370
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : COMMUNITY HOSPITAL AND WELLNESS CENTER 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$3,537,511
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$377,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$338,463
Value of total corrective distributions2013-12-31$5,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,494,705
Value of total assets at end of year2013-12-31$10,898,389
Value of total assets at beginning of year2013-12-31$7,738,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,442
Total interest from all sources2013-12-31$1,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$258,555
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$258,555
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$928,362
Participant contributions at end of year2013-12-31$7,188
Participant contributions at beginning of year2013-12-31$13,755
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$707,431
Total non interest bearing cash at end of year2013-12-31$2,364
Total non interest bearing cash at beginning of year2013-12-31$4,077
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$3,160,246
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,898,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,738,143
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$5,106,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,931,308
Interest on participant loans2013-12-31$49
Interest earned on other investments2013-12-31$1,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,923,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,884,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$266,085
Net investment gain/loss from pooled separate accounts2013-12-31$517,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$858,912
Employer contributions (assets) at end of year2013-12-31$858,912
Employer contributions (assets) at beginning of year2013-12-31$904,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,463
Contract administrator fees2013-12-31$33,442
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,978,022
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,704,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,680,589
Expenses. Certain deemed distributions of participant loans2012-12-31$4,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,414,292
Value of total assets at end of year2012-12-31$7,738,143
Value of total assets at beginning of year2012-12-31$6,464,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,995
Total interest from all sources2012-12-31$3,667
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$41,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$41,050
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$2,828
Contributions received from participants2012-12-31$708,360
Participant contributions at end of year2012-12-31$13,755
Participant contributions at beginning of year2012-12-31$42,841
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$801,460
Total non interest bearing cash at end of year2012-12-31$4,077
Total non interest bearing cash at beginning of year2012-12-31$13,322
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$1,273,944
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,738,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,464,199
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$3,931,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,036,356
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$543,206
Interest on participant loans2012-12-31$93
Interest earned on other investments2012-12-31$3,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,884,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,828,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,150
Net investment gain/loss from pooled separate accounts2012-12-31$284,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$904,472
Employer contributions (assets) at end of year2012-12-31$904,472
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,680,589
Contract administrator fees2012-12-31$18,995
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$973,859
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$615,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$593,992
Expenses. Certain deemed distributions of participant loans2011-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$946,962
Value of total assets at end of year2011-12-31$6,464,199
Value of total assets at beginning of year2011-12-31$6,106,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,329
Total interest from all sources2011-12-31$11,775
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,048
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$533,059
Participant contributions at end of year2011-12-31$42,841
Participant contributions at beginning of year2011-12-31$2,498
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$20,468
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$413,903
Total non interest bearing cash at end of year2011-12-31$13,322
Total non interest bearing cash at beginning of year2011-12-31$18,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$358,038
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,464,199
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,106,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,036,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,452,902
Value of interest in pooled separate accounts at end of year2011-12-31$543,206
Interest on participant loans2011-12-31$1,076
Interest earned on other investments2011-12-31$10,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,828,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,611,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,776
Net investment gain/loss from pooled separate accounts2011-12-31$-20,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$593,992
Contract administrator fees2011-12-31$19,329
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,383,181
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$615,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$598,534
Expenses. Certain deemed distributions of participant loans2010-12-31$5,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$803,745
Value of total assets at end of year2010-12-31$6,106,161
Value of total assets at beginning of year2010-12-31$5,338,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,517
Total interest from all sources2010-12-31$84,326
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$580,221
Participant contributions at end of year2010-12-31$2,498
Participant contributions at beginning of year2010-12-31$3,139
Participant contributions at end of year2010-12-31$20,468
Participant contributions at beginning of year2010-12-31$20,416
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$223,524
Total non interest bearing cash at end of year2010-12-31$18,524
Total non interest bearing cash at beginning of year2010-12-31$60,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$767,416
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,106,161
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,338,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,452,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,074,312
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,805,562
Interest on participant loans2010-12-31$174
Interest earned on other investments2010-12-31$84,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,611,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,375,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,714
Net investment gain/loss from pooled separate accounts2010-12-31$178,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$598,534
Contract administrator fees2010-12-31$11,517
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN

2022: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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
2018: COMMUNITY HOSPITAL AND WELLNESS CENTER 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 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: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: COMMUNITY HOSPITAL AND WELLNESS CENTER 403 (B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 2
Insurance contract or identification number1301224789
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 1
Insurance contract or identification numberVF1018
Number of Individuals Covered982
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $114,585
Total amount of fees paid to insurance companyUSD $7,763
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114,572
Amount paid for insurance broker fees7763
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number009091444A
Policy instance 3
Insurance contract or identification number009091444A
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 2
Insurance contract or identification numberVF1018
Number of Individuals Covered926
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $70,498
Total amount of fees paid to insurance companyUSD $3,569
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,498
Amount paid for insurance broker fees3569
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 1
Insurance contract or identification number1301224789
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number009091444A
Policy instance 1
Insurance contract or identification number009091444A
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 2
Insurance contract or identification number1301224789
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 3
Insurance contract or identification numberVF1018
Number of Individuals Covered908
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $66,913
Total amount of fees paid to insurance companyUSD $3,219
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,913
Amount paid for insurance broker fees3219
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number009091444A
Policy instance 4
Insurance contract or identification number009091444A
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 3
Insurance contract or identification numberVF1018
Number of Individuals Covered898
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $39,251
Total amount of fees paid to insurance companyUSD $1,442
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,251
Amount paid for insurance broker fees1442
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 2
Insurance contract or identification numberCR31285
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 1
Insurance contract or identification number1301224789
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 4
Insurance contract or identification number1301224789
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 3
Insurance contract or identification numberCR31285
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number009091444A
Policy instance 2
Insurance contract or identification number009091444A
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 1
Insurance contract or identification numberVF1018
Number of Individuals Covered863
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $47,105
Total amount of fees paid to insurance companyUSD $3,441
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,105
Amount paid for insurance broker fees3441
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number009091444A
Policy instance 4
Insurance contract or identification number009091444A
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $714
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $714
Insurance broker organization code?3
Insurance broker nameCAPITAL INVESTMENT GROUP INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 3
Insurance contract or identification numberCR31285
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 2
Insurance contract or identification numberVF1018
Number of Individuals Covered850
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $49,771
Total amount of fees paid to insurance companyUSD $5,217
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,771
Amount paid for insurance broker fees5217
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameCARDONE TOBIAS
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number1301224789
Policy instance 1
Insurance contract or identification number1301224789
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 1
Insurance contract or identification numberVF1018
Number of Individuals Covered801
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49,345
Total amount of fees paid to insurance companyUSD $6,100
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,345
Amount paid for insurance broker fees6100
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameCARDONE TOBIAS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 3
Insurance contract or identification numberCR31285
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 2
Insurance contract or identification numberVF1018
Number of Individuals Covered802
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $62,465
Total amount of fees paid to insurance companyUSD $11,258
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,436
Amount paid for insurance broker fees11258
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID ALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameKIENINGER FAITH
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 1
Insurance contract or identification numberCR31285
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 4
Insurance contract or identification numberCR31285
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 2
Insurance contract or identification numberVF1018
Number of Individuals Covered738
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $102,356
Total amount of fees paid to insurance companyUSD $14,720
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,356
Amount paid for insurance broker fees14720
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID ALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameCARDONE TOBIAS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31285
Policy instance 4
Insurance contract or identification numberCR31285
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 1
Insurance contract or identification numberVF1018
Number of Individuals Covered415
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $50,264
Total amount of fees paid to insurance companyUSD $7,389
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,264
Amount paid for insurance broker fees7389
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameCARDONE TOBIAS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 3
Insurance contract or identification numberVF1018
Number of Individuals Covered136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,683
Total amount of fees paid to insurance companyUSD $1,609
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1018
Policy instance 1
Insurance contract or identification numberVF1018
Number of Individuals Covered122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,286
Total amount of fees paid to insurance companyUSD $1,077
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3