401k Plan data: CUMBERLAND HEALTHCARE 403(B) PLAN plan

CUMBERLAND HEALTHCARE 403(B) PLAN 401k Plan overview

Plan Name	CUMBERLAND HEALTHCARE 403(B) PLAN
Plan identification number	003

CUMBERLAND HEALTHCARE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CUMBERLAND HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name: CUMBERLAND HEALTHCARE

Employer identification number (EIN): 390831153

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMBERLAND HEALTHCARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 ANGIE MARTENS
003 2015-07-01 ANGIE MARTENS
003 2014-07-01 ANGIE MARTENS
003 2013-07-01 ANGIE MARTENS
003 2012-07-01 ANGIE MARTENS
003 2011-07-01 MIKE GUTSCH
003 2010-07-01 ANGELA MARTENS
003 2009-07-01 DEBORA KUNFERMAN

Plan Statistics for CUMBERLAND HEALTHCARE 403(B) PLAN

401k plan membership statisitcs for CUMBERLAND HEALTHCARE 403(B) PLAN

Measure Date Value
2022: CUMBERLAND HEALTHCARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 332
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 241
Number of retired or separated participants receiving benefits 2022-07-01 3
Number of other retired or separated participants entitled to future benefits 2022-07-01 55
Total of all active and inactive participants 2022-07-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 300
Number of participants with account balances 2022-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 8
2021: CUMBERLAND HEALTHCARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 259
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 213
Number of retired or separated participants receiving benefits 2021-07-01 3
Number of other retired or separated participants entitled to future benefits 2021-07-01 54
Total of all active and inactive participants 2021-07-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 271
Number of participants with account balances 2021-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 17
2020: CUMBERLAND HEALTHCARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 255
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 226
Number of retired or separated participants receiving benefits 2020-07-01 3
Number of other retired or separated participants entitled to future benefits 2020-07-01 33
Total of all active and inactive participants 2020-07-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 263
Number of participants with account balances 2020-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 8
2019: CUMBERLAND HEALTHCARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 245
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 215
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 34
Total of all active and inactive participants 2019-07-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 252
Number of participants with account balances 2019-07-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: CUMBERLAND HEALTHCARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 254
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 214
Number of retired or separated participants receiving benefits 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 29
Total of all active and inactive participants 2018-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 246
Number of participants with account balances 2018-07-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 6
2017: CUMBERLAND HEALTHCARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 223
Number of retired or separated participants receiving benefits 2017-07-01 3
Number of other retired or separated participants entitled to future benefits 2017-07-01 29
Total of all active and inactive participants 2017-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 255
Number of participants with account balances 2017-07-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 8
2016: CUMBERLAND HEALTHCARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 295
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 204
Number of retired or separated participants receiving benefits 2016-07-01 2
Number of other retired or separated participants entitled to future benefits 2016-07-01 18
Total of all active and inactive participants 2016-07-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 224
Number of participants with account balances 2016-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 11
2015: CUMBERLAND HEALTHCARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 247
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 11
Total of all active and inactive participants 2015-07-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 258
Number of participants with account balances 2015-07-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: CUMBERLAND HEALTHCARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 276
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 258
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 12
Total of all active and inactive participants 2014-07-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 270
Number of participants with account balances 2014-07-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: CUMBERLAND HEALTHCARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 269
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 254
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 12
Total of all active and inactive participants 2013-07-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 266
Number of participants with account balances 2013-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: CUMBERLAND HEALTHCARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 305
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 243
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 11
Total of all active and inactive participants 2012-07-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 254
Number of participants with account balances 2012-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CUMBERLAND HEALTHCARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 229
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 226
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 4
Total of all active and inactive participants 2011-07-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 230
Number of participants with account balances 2011-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CUMBERLAND HEALTHCARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 220
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 6
Total of all active and inactive participants 2010-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 226
Number of participants with account balances 2010-07-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CUMBERLAND HEALTHCARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 216
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 4
Total of all active and inactive participants 2009-07-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 220
Number of participants with account balances 2009-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: CUMBERLAND HEALTHCARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	332
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	241
Number of retired or separated participants receiving benefits	2022-07-01	3
Number of other retired or separated participants entitled to future benefits	2022-07-01	55
Total of all active and inactive participants	2022-07-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	300
Number of participants with account balances	2022-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	8
2021: CUMBERLAND HEALTHCARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	259
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	213
Number of retired or separated participants receiving benefits	2021-07-01	3
Number of other retired or separated participants entitled to future benefits	2021-07-01	54
Total of all active and inactive participants	2021-07-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	271
Number of participants with account balances	2021-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	17
2020: CUMBERLAND HEALTHCARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	255
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	226
Number of retired or separated participants receiving benefits	2020-07-01	3
Number of other retired or separated participants entitled to future benefits	2020-07-01	33
Total of all active and inactive participants	2020-07-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	263
Number of participants with account balances	2020-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	8
2019: CUMBERLAND HEALTHCARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	245
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	215
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	34
Total of all active and inactive participants	2019-07-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	252
Number of participants with account balances	2019-07-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: CUMBERLAND HEALTHCARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	254
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	214
Number of retired or separated participants receiving benefits	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	29
Total of all active and inactive participants	2018-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	246
Number of participants with account balances	2018-07-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	6
2017: CUMBERLAND HEALTHCARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	223
Number of retired or separated participants receiving benefits	2017-07-01	3
Number of other retired or separated participants entitled to future benefits	2017-07-01	29
Total of all active and inactive participants	2017-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	255
Number of participants with account balances	2017-07-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	8
2016: CUMBERLAND HEALTHCARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	295
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	204
Number of retired or separated participants receiving benefits	2016-07-01	2
Number of other retired or separated participants entitled to future benefits	2016-07-01	18
Total of all active and inactive participants	2016-07-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	224
Number of participants with account balances	2016-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	11
2015: CUMBERLAND HEALTHCARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	247
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	11
Total of all active and inactive participants	2015-07-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	258
Number of participants with account balances	2015-07-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: CUMBERLAND HEALTHCARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	276
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	258
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	12
Total of all active and inactive participants	2014-07-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	270
Number of participants with account balances	2014-07-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: CUMBERLAND HEALTHCARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	269
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	254
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	12
Total of all active and inactive participants	2013-07-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	266
Number of participants with account balances	2013-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: CUMBERLAND HEALTHCARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	305
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	243
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	11
Total of all active and inactive participants	2012-07-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	254
Number of participants with account balances	2012-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CUMBERLAND HEALTHCARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	229
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	226
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	4
Total of all active and inactive participants	2011-07-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	230
Number of participants with account balances	2011-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CUMBERLAND HEALTHCARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	220
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	6
Total of all active and inactive participants	2010-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	226
Number of participants with account balances	2010-07-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CUMBERLAND HEALTHCARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	216
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	4
Total of all active and inactive participants	2009-07-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	220
Number of participants with account balances	2009-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CUMBERLAND HEALTHCARE 403(B) PLAN

Measure	Date	Value
2023 : CUMBERLAND HEALTHCARE 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$3,227,004
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,241,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,190,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,884,285
Value of total assets at end of year	2023-06-30	$15,156,584
Value of total assets at beginning of year	2023-06-30	$13,170,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$51,285
Total interest from all sources	2023-06-30	$49,015
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$146,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$146,836
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$975,070
Participant contributions at end of year	2023-06-30	$36,585
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$583,027
Other income not declared elsewhere	2023-06-30	$28,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,985,683
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$15,156,584
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$13,170,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$11,013,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$9,512,130
Interest earned on other investments	2023-06-30	$49,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$4,093,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$3,658,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,117,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$326,188
Employer contributions (assets) at end of year	2023-06-30	$13,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,190,036
Contract administrator fees	2023-06-30	$51,285
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	WIPFLI LLP
Accountancy firm EIN	2023-06-30	390758449
2022 : CUMBERLAND HEALTHCARE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-435,056
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,423,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,357,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,340,247
Value of total assets at end of year	2022-06-30	$13,170,901
Value of total assets at beginning of year	2022-06-30	$15,029,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$65,973
Total interest from all sources	2022-06-30	$39,834
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$129,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$129,459
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$897,802
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$129,629
Other income not declared elsewhere	2022-06-30	$27,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,858,771
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$13,170,901
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$15,029,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,512,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$11,535,731
Interest earned on other investments	2022-06-30	$39,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$3,658,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,493,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,971,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$312,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,357,742
Contract administrator fees	2022-06-30	$65,973
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WIPFLI, LLC
Accountancy firm EIN	2022-06-30	390758449
2021 : CUMBERLAND HEALTHCARE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$4,468,668
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$806,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$765,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,377,374
Value of total assets at end of year	2021-06-30	$15,029,672
Value of total assets at beginning of year	2021-06-30	$11,367,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$41,100
Total interest from all sources	2021-06-30	$40,801
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$580,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$580,772
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$807,378
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$301,016
Other income not declared elsewhere	2021-06-30	$3,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,662,111
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$15,029,672
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$11,367,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,535,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,612,579
Interest earned on other investments	2021-06-30	$40,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,493,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,754,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,465,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$268,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$765,457
Contract administrator fees	2021-06-30	$41,100
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	WIPFLI LLP
Accountancy firm EIN	2021-06-30	390758449
2020 : CUMBERLAND HEALTHCARE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,486,939
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$880,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$847,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,049,580
Value of total assets at end of year	2020-06-30	$11,367,561
Value of total assets at beginning of year	2020-06-30	$10,760,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$32,764
Total interest from all sources	2020-06-30	$45,924
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$415,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$415,967
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$708,764
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$85,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$606,646
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$11,367,561
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$10,760,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,612,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,118,485
Interest earned on other investments	2020-06-30	$45,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,754,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,642,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-24,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$255,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$847,529
Contract administrator fees	2020-06-30	$32,764
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WIPFLI LLP
Accountancy firm EIN	2020-06-30	390758449
2019 : CUMBERLAND HEALTHCARE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,573,859
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,474,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,443,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,043,626
Value of total assets at end of year	2019-06-30	$10,760,915
Value of total assets at beginning of year	2019-06-30	$10,661,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$31,728
Total interest from all sources	2019-06-30	$47,922
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$527,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$527,670
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$677,662
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$108,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$99,099
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$10,760,915
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,661,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$8,118,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,819,874
Interest earned on other investments	2019-06-30	$47,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,642,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,841,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-45,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$257,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,443,032
Contract administrator fees	2019-06-30	$31,728
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WIPFLI LLP
Accountancy firm EIN	2019-06-30	390758449
2018 : CUMBERLAND HEALTHCARE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,819,855
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,359,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,329,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$949,220
Value of total assets at end of year	2018-06-30	$10,661,816
Value of total assets at beginning of year	2018-06-30	$10,201,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$30,155
Total interest from all sources	2018-06-30	$55,538
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$357,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$357,596
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$630,361
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$53,679
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$1,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$460,072
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,661,816
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$10,201,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,819,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,668,889
Interest earned on other investments	2018-06-30	$55,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,841,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,531,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$457,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$265,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,329,628
Contract administrator fees	2018-06-30	$30,155
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WIPFLI LLP
Accountancy firm EIN	2018-06-30	390758449
2017 : CUMBERLAND HEALTHCARE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,864,801
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,116,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,087,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$881,007
Value of total assets at end of year	2017-06-30	$10,201,744
Value of total assets at beginning of year	2017-06-30	$9,453,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$29,277
Total interest from all sources	2017-06-30	$72,735
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$250,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$250,716
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$602,122
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$24,987
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$1,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$1,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$748,192
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$10,201,744
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$9,453,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,668,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,100,716
Interest earned on other investments	2017-06-30	$72,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,531,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$3,351,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$660,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$253,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,087,332
Contract administrator fees	2017-06-30	$29,277
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WIPFLI LLP
Accountancy firm EIN	2017-06-30	390758449
2016 : CUMBERLAND HEALTHCARE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$12,743
Total income from all sources (including contributions)	2016-06-30	$848,375
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$461,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$458,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$849,093
Value of total assets at end of year	2016-06-30	$9,453,552
Value of total assets at beginning of year	2016-06-30	$9,079,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,882
Total interest from all sources	2016-06-30	$73,713
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$370,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$370,621
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$580,455
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$6,138
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$1,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Liabilities. Value of operating payables at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$12,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$387,195
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$9,453,552
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$9,066,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,100,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,323,112
Interest earned on other investments	2016-06-30	$73,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$3,351,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,755,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-445,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$262,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$458,298
Contract administrator fees	2016-06-30	$2,882
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WIPFLI LLP
Accountancy firm EIN	2016-06-30	390758449
2015 : CUMBERLAND HEALTHCARE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$12,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,169,659
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$341,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$328,083
Value of total corrective distributions	2015-06-30	$12,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$826,856
Value of total assets at end of year	2015-06-30	$9,079,100
Value of total assets at beginning of year	2015-06-30	$8,238,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$721
Total interest from all sources	2015-06-30	$72,831
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$342,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$342,513
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$543,663
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$19,358
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$43,715
Administrative expenses (other) incurred	2015-06-30	$1
Liabilities. Value of operating payables at end of year	2015-06-30	$12,743
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$828,112
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$9,066,357
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,238,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,323,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,589,058
Interest earned on other investments	2015-06-30	$72,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,755,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,621,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-72,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$239,478
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$8,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$328,083
Contract administrator fees	2015-06-30	$720
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WIPFLI LLP
Accountancy firm EIN	2015-06-30	390758449
2014 : CUMBERLAND HEALTHCARE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$4,092,458
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$658,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$657,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,397,237
Value of total assets at end of year	2014-06-30	$8,238,245
Value of total assets at beginning of year	2014-06-30	$4,803,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$960
Total interest from all sources	2014-06-30	$64,731
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$147,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$147,272
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$489,142
Participant contributions at end of year	2014-06-30	$19,358
Participant contributions at beginning of year	2014-06-30	$18,817
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,829,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$3,434,286
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,238,245
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,803,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,589,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,661,631
Interest earned on other investments	2014-06-30	$64,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,621,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,123,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$483,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$78,210
Employer contributions (assets) at end of year	2014-06-30	$8,386
Employer contributions (assets) at beginning of year	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$657,212
Contract administrator fees	2014-06-30	$960
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	WIPFLI LLP
Accountancy firm EIN	2014-06-30	390758449
2013 : CUMBERLAND HEALTHCARE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,116,792
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$526,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$526,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$703,467
Value of total assets at end of year	2013-06-30	$4,803,959
Value of total assets at beginning of year	2013-06-30	$4,213,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$59,098
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$47,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$47,148
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$505,501
Participant contributions at end of year	2013-06-30	$18,817
Participant contributions at beginning of year	2013-06-30	$19,679
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$197,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$590,090
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,803,959
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,213,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,661,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,361,065
Interest earned on other investments	2013-06-30	$59,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,123,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,833,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$307,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$526,702
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WIPFLI LLP
Accountancy firm EIN	2013-06-30	390758449
2012 : CUMBERLAND HEALTHCARE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$573,761
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$185,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$183,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$554,034
Value of total assets at end of year	2012-06-30	$4,213,869
Value of total assets at beginning of year	2012-06-30	$3,825,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,322
Total interest from all sources	2012-06-30	$46,884
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$27,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$27,529
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$554,034
Participant contributions at end of year	2012-06-30	$19,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$388,177
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,213,869
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,825,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,361,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,447,974
Interest earned on other investments	2012-06-30	$46,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,833,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,377,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-54,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$183,262
Contract administrator fees	2012-06-30	$2,322
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WIPFLI LLP
Accountancy firm EIN	2012-06-30	390758449
2011 : CUMBERLAND HEALTHCARE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,095,851
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$67,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$64,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$537,273
Value of total assets at end of year	2011-06-30	$3,825,692
Value of total assets at beginning of year	2011-06-30	$2,797,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$3,345
Total interest from all sources	2011-06-30	$28,703
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$44,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$44,033
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$537,273
Participant contributions at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,028,278
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,825,692
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,797,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,447,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,725,895
Interest earned on other investments	2011-06-30	$28,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,377,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,071,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$485,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$64,228
Contract administrator fees	2011-06-30	$3,345
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WIPFLI LLP
Accountancy firm EIN	2011-06-30	390758449

Form 5500 Responses for CUMBERLAND HEALTHCARE 403(B) PLAN

2022: CUMBERLAND HEALTHCARE 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CUMBERLAND HEALTHCARE 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CUMBERLAND HEALTHCARE 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CUMBERLAND HEALTHCARE 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CUMBERLAND HEALTHCARE 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CUMBERLAND HEALTHCARE 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CUMBERLAND HEALTHCARE 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CUMBERLAND HEALTHCARE 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CUMBERLAND HEALTHCARE 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CUMBERLAND HEALTHCARE 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CUMBERLAND HEALTHCARE 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CUMBERLAND HEALTHCARE 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CUMBERLAND HEALTHCARE 403(B) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CUMBERLAND HEALTHCARE 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	300
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	271
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	263
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	252
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	246
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	255
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	258
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $5,894
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $5,894
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	270
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $5,301
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $5,301
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	266
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $8,743
Total amount of fees paid to insurance company	USD $1,385
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,743
Amount paid for insurance broker fees	1385
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	254
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $8,608
Total amount of fees paid to insurance company	USD $441
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,608
Amount paid for insurance broker fees	441
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	230
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $5,934
Total amount of fees paid to insurance company	USD $1,214
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	226
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $10,136
Total amount of fees paid to insurance company	USD $2,158
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

CUMBERLAND HEALTHCARE GROUP, PLLC PROFIT SHARING AND 401(K) PLAN [EIN = 621651788]

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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.
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Company Name:	CUMBERLAND HEALTHCARE
Employer identification number (EIN):	390831153
NAIC Classification:	622000
NAIC Description:	Hospitals