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WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameWASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN
Plan identification number 001

WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WASHINGTON HEALTH SYSTEM GREENE has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON HEALTH SYSTEM GREENE
Employer identification number (EIN):473884840
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BARBARA MCCULLOUGH
0012015-07-01BARBARA MCCULLOUGH

Plan Statistics for WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN

Measure Date Value
2021: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01181
Total number of active participants reported on line 7a of the Form 55002021-07-01150
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0135
Total of all active and inactive participants2021-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01188
Number of participants with account balances2021-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0114
2020: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01186
Total number of active participants reported on line 7a of the Form 55002020-07-01149
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01181
Number of participants with account balances2020-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01186
Total number of active participants reported on line 7a of the Form 55002019-07-01156
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0126
Total of all active and inactive participants2019-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01186
Number of participants with account balances2019-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01251
Total number of active participants reported on line 7a of the Form 55002018-07-01147
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0136
Total of all active and inactive participants2018-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01186
Number of participants with account balances2018-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01245
Total number of active participants reported on line 7a of the Form 55002017-07-01211
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01251
Number of participants with account balances2017-07-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01319
Total number of active participants reported on line 7a of the Form 55002016-07-01219
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01245
Number of participants with account balances2016-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01286
Total number of active participants reported on line 7a of the Form 55002015-07-01295
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0124
Total of all active and inactive participants2015-07-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01319
Number of participants with account balances2015-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010

Financial Data on WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN

Measure Date Value
2022 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$150,890
Total of all expenses incurred2022-06-30$235,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$229,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$592,850
Value of total assets at end of year2022-06-30$2,701,013
Value of total assets at beginning of year2022-06-30$2,785,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$5,510
Total interest from all sources2022-06-30$2,599
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$74,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$74,246
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$334,744
Participant contributions at end of year2022-06-30$89,037
Participant contributions at beginning of year2022-06-30$59,087
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$103,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$5,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-84,534
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,701,013
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,785,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,309,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,652,904
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$2,588
Interest earned on other investments2022-06-30$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$148,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$22,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-518,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$154,111
Employer contributions (assets) at end of year2022-06-30$154,111
Employer contributions (assets) at beginning of year2022-06-30$50,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$229,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$972,371
Total of all expenses incurred2021-06-30$284,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$276,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$289,145
Value of total assets at end of year2021-06-30$2,734,561
Value of total assets at beginning of year2021-06-30$2,046,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,510
Total interest from all sources2021-06-30$3,425
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$40,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$40,497
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$279,840
Participant contributions at end of year2021-06-30$58,870
Participant contributions at beginning of year2021-06-30$55,527
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$9,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$372
Administrative expenses (other) incurred2021-06-30$7,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$687,995
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,734,561
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,046,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,652,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,970,174
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$19,652
Interest on participant loans2021-06-30$3,190
Interest earned on other investments2021-06-30$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$22,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$639,231
Net investment gain/loss from pooled separate accounts2021-06-30$73
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$276,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BKD, LLP
Accountancy firm EIN2021-06-30440160260
2020 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$370,543
Total of all expenses incurred2020-06-30$157,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$136,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$271,686
Value of total assets at end of year2020-06-30$2,046,566
Value of total assets at beginning of year2020-06-30$1,833,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$20,838
Total interest from all sources2020-06-30$3,678
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$33,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$33,384
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$258,021
Participant contributions at end of year2020-06-30$55,527
Participant contributions at beginning of year2020-06-30$52,872
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$13,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$33
Administrative expenses (other) incurred2020-06-30$20,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$213,194
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,046,566
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,833,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,970,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,745,508
Value of interest in pooled separate accounts at end of year2020-06-30$19,652
Value of interest in pooled separate accounts at beginning of year2020-06-30$20,913
Interest on participant loans2020-06-30$3,675
Interest earned on other investments2020-06-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$14,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$64,426
Net investment gain/loss from pooled separate accounts2020-06-30$-2,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$136,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BKD, LLP
Accountancy firm EIN2020-06-30440160260
2019 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan2019-06-30$78,413
Total income from all sources (including contributions)2019-06-30$489,509
Total of all expenses incurred2019-06-30$812,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$797,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$381,727
Value of total assets at end of year2019-06-30$1,833,372
Value of total assets at beginning of year2019-06-30$2,234,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$15,291
Total interest from all sources2019-06-30$2,308
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$39,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$39,168
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$289,706
Participant contributions at end of year2019-06-30$52,872
Participant contributions at beginning of year2019-06-30$41,150
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$92,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$18
Other income not declared elsewhere2019-06-30$6,052
Administrative expenses (other) incurred2019-06-30$15,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-323,163
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,833,372
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,234,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,745,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,172,698
Value of interest in pooled separate accounts at end of year2019-06-30$20,913
Value of interest in pooled separate accounts at beginning of year2019-06-30$8,120
Interest on participant loans2019-06-30$2,305
Interest earned on other investments2019-06-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$14,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$12,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$60,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$797,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BKD, LLP
Accountancy firm EIN2019-06-30440160260
2018 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$768,109
Total of all expenses incurred2018-06-30$376,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$361,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$579,013
Value of total assets at end of year2018-06-30$2,234,948
Value of total assets at beginning of year2018-06-30$1,843,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$15,113
Total interest from all sources2018-06-30$1,912
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$36,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$36,874
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$378,430
Participant contributions at end of year2018-06-30$41,150
Participant contributions at beginning of year2018-06-30$33,647
Participant contributions at beginning of year2018-06-30$15,327
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$200,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$112
Other income not declared elsewhere2018-06-30$9,079
Administrative expenses (other) incurred2018-06-30$15,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$391,452
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,234,948
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,843,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,172,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,783,733
Value of interest in pooled separate accounts at end of year2018-06-30$8,120
Value of interest in pooled separate accounts at beginning of year2018-06-30$926
Interest on participant loans2018-06-30$1,910
Interest earned on other investments2018-06-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$12,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$9,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$141,231
Net investment gain/loss from pooled separate accounts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$361,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BKD, LLP
Accountancy firm EIN2018-06-30440160260
2017 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$692,197
Total of all expenses incurred2017-06-30$144,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$134,564
Expenses. Certain deemed distributions of participant loans2017-06-30$647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$452,519
Value of total assets at end of year2017-06-30$1,843,496
Value of total assets at beginning of year2017-06-30$1,295,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,035
Total interest from all sources2017-06-30$1,687
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$17,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$17,969
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$438,114
Participant contributions at end of year2017-06-30$33,647
Participant contributions at beginning of year2017-06-30$47,166
Participant contributions at end of year2017-06-30$15,327
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$14,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$9,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$547,951
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,843,496
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,295,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,783,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,245,146
Value of interest in pooled separate accounts at end of year2017-06-30$926
Value of interest in pooled separate accounts at beginning of year2017-06-30$581
Interest on participant loans2017-06-30$1,686
Interest earned on other investments2017-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$9,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$220,010
Net investment gain/loss from pooled separate accounts2017-06-30$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$134,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BKD, LLP
Accountancy firm EIN2017-06-30440160260
2016 : WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-06-30$56,602
Total income from all sources (including contributions)2016-06-30$1,315,149
Total of all expenses incurred2016-06-30$76,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$72,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,281,497
Value of total assets at end of year2016-06-30$1,295,545
Value of total assets at beginning of year2016-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,897
Total interest from all sources2016-06-30$1,688
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$10,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$10,828
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$700,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$481,600
Participant contributions at end of year2016-06-30$47,166
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$799,897
Administrative expenses (other) incurred2016-06-30$3,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,238,943
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,295,545
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,245,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$581
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$1,687
Interest earned on other investments2016-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$21,134
Net investment gain/loss from pooled separate accounts2016-06-30$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$72,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BKD, LLP
Accountancy firm EIN2016-06-30440160260

Form 5500 Responses for WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN

2021: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered188
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069800
Policy instance 2
Insurance contract or identification numberTA069800
Number of Individuals Covered188
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered181
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069800
Policy instance 2
Insurance contract or identification numberTA069800
Number of Individuals Covered181
Insurance policy start date2020-09-24
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered186
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered186
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered251
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069800
Policy instance 1
Insurance contract or identification numberTA069800
Number of Individuals Covered279
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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