401k Plan data: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN plan

HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 401k Plan overview

Plan Name	HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN
Plan identification number	002

HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALIFAX REGIONAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: HALIFAX REGIONAL HOSPITAL

Employer identification number (EIN): 540648699

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about HALIFAX REGIONAL HOSPITAL

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1948-07-15

Company Identification Number: 0057840

Legal Registered Office Address: 2204 WILBORN AVENUE
2204 WILBORN AVE
SOUTH BOSTON
United States of America (USA)
24592

More information about HALIFAX REGIONAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 TAMARA L MEARS 2017-10-11
002 2016-01-01 TAMARA L MEARS 2017-04-28
002 2015-01-01 MARY JANE COLLIE
002 2015-01-01 MARY JANE COLLIE
002 2014-01-01 MARY JANE COLLIE
002 2014-01-01 MARY JANE COLLIE
002 2013-01-01 MARY JANE COLLIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	TAMARA L MEARS	2017-10-11
002	2016-01-01	TAMARA L MEARS	2017-04-28
002	2015-01-01	MARY JANE COLLIE
002	2015-01-01	MARY JANE COLLIE
002	2014-01-01	MARY JANE COLLIE
002	2014-01-01	MARY JANE COLLIE
002	2013-01-01	MARY JANE COLLIE

Plan Statistics for HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN

401k plan membership statisitcs for HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN

Measure Date Value
2015: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,163
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 23
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 36
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,210
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,052
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 106
Total of all active and inactive participants 2014-01-01 1,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,163
Number of participants with account balances 2014-01-01 1,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,298
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,061
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 143
Total of all active and inactive participants 2013-01-01 1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 1,210
Number of participants with account balances 2013-01-01 1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2015: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,163
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	23
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	36
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,210
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,052
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	106
Total of all active and inactive participants	2014-01-01	1,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,163
Number of participants with account balances	2014-01-01	1,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,298
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,061
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	143
Total of all active and inactive participants	2013-01-01	1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	1,210
Number of participants with account balances	2013-01-01	1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN

Measure	Date	Value
2015 : HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$15,759,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,560,048
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,607,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,555,969
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,233
Value of total corrective distributions	2015-12-31	$233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,513,029
Value of total assets at end of year	2015-12-31	$592,602
Value of total assets at beginning of year	2015-12-31	$17,399,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$46,545
Total interest from all sources	2015-12-31	$125,805
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$532,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$532,288
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,508,063
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$276,789
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$6,648,797
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,966
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,047,932
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$592,602
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,399,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$279,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,146,202
Interest on participant loans	2015-12-31	$12,156
Interest earned on other investments	2015-12-31	$113,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$312,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$327,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-611,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,555,969
Contract administrator fees	2015-12-31	$46,545
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CHARLES W. SNADER PC
Accountancy firm EIN	2015-12-31	541873714
2014 : HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6,744
Total income from all sources (including contributions)	2014-12-31	$2,484,949
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,090,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,012,819
Expenses. Certain deemed distributions of participant loans	2014-12-31	$33,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,622,819
Value of total assets at end of year	2014-12-31	$17,399,657
Value of total assets at beginning of year	2014-12-31	$16,011,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,162
Total interest from all sources	2014-12-31	$115,183
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$957,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$957,353
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,381,341
Participant contributions at end of year	2014-12-31	$276,789
Participant contributions at beginning of year	2014-12-31	$276,893
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$6,648,797
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,653,375
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$241,478
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$6,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$6,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,394,413
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,399,657
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,005,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,146,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,708,792
Interest on participant loans	2014-12-31	$9,407
Interest earned on other investments	2014-12-31	$105,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,976,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,019,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-210,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,012,819
Contract administrator fees	2014-12-31	$44,162
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CHARLES W. SNADER PC
Accountancy firm EIN	2014-12-31	541873714
2013 : HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$62,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,835
Total income from all sources (including contributions)	2013-12-31	$3,208,604
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,019,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$942,665
Expenses. Certain deemed distributions of participant loans	2013-12-31	$25,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,363,754
Value of total assets at end of year	2013-12-31	$16,011,988
Value of total assets at beginning of year	2013-12-31	$13,771,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$51,772
Total interest from all sources	2013-12-31	$110,809
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$393,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$393,369
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$6,744
Contributions received from participants	2013-12-31	$1,356,279
Participant contributions at end of year	2013-12-31	$276,893
Participant contributions at beginning of year	2013-12-31	$291,055
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,653,375
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,475
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$6,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$6,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$16,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,188,772
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,005,244
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,754,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,708,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,165,270
Interest on participant loans	2013-12-31	$11,305
Interest earned on other investments	2013-12-31	$99,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$20,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$20,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,019,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,294,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,340,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$942,665
Contract administrator fees	2013-12-31	$51,772
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CHARLES W. SNADER PC
Accountancy firm EIN	2013-12-31	541873714

Form 5500 Responses for HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN

2015: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HALIFAX REGIONAL HEALTH SYSTEM 403(B)7 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893548-007

Policy instance

Insurance contract or identification number	893548-007
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,091
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?	No
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 $13,091
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25145

Policy instance

Insurance contract or identification number	CR25145
Number of Individuals Covered	36
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,116
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 $1,116
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893548-007

Policy instance

Insurance contract or identification number	893548-007
Number of Individuals Covered	1040
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $11,634
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 $11,634
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25145

Policy instance

Insurance contract or identification number	CR25145
Number of Individuals Covered	37
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,158
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 $1,158
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893017-007

Policy instance

Insurance contract or identification number	893017-007
Number of Individuals Covered	1045
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,688
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 $9,688
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25145

Policy instance

Insurance contract or identification number	CR25145
Number of Individuals Covered	43
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,157
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 $1,157
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	HALIFAX REGIONAL HOSPITAL
Employer identification number (EIN):	540648699
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1948-07-15
Company Identification Number:	0057840
Legal Registered Office Address:	2204 WILBORN AVENUE 2204 WILBORN AVE SOUTH BOSTON United States of America (USA) 24592