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OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 401k Plan overview

Plan NameOHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN
Plan identification number 001

OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION
Employer identification number (EIN):550357044
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01RICHARD YOUNGER
0012015-01-01RICHARD YOUNGER
0012014-01-01RICHARD YOUNGER
0012013-01-01RICHARD YOUNGER
0012012-01-01RICHARD YOUNGER
0012011-01-01RICHARD YOUNGER
0012009-01-01RICHARD YOUNGER
0012009-01-01RICHARD YOUNGER

Plan Statistics for OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN

401k plan membership statisitcs for OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN

Measure Date Value
2016: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3126,961,478
Acturial value of plan assets2016-12-3128,112,190
Funding target for retired participants and beneficiaries receiving payment2016-12-317,118,296
Number of terminated vested participants2016-12-31204
Fundng target for terminated vested participants2016-12-314,507,645
Active participant vested funding target2016-12-3115,216,025
Number of active participants2016-12-31583
Total funding liabilities for active participants2016-12-3115,216,025
Total participant count2016-12-311,028
Total funding target for all participants2016-12-3126,841,966
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31120,741
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-011,028
Total number of active participants reported on line 7a of the Form 55002016-01-01527
Number of retired or separated participants receiving benefits2016-01-01229
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01961
2015: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,085
Total number of active participants reported on line 7a of the Form 55002015-01-01583
Number of retired or separated participants receiving benefits2015-01-01226
Number of other retired or separated participants entitled to future benefits2015-01-01202
Total of all active and inactive participants2015-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,152
Total number of active participants reported on line 7a of the Form 55002014-01-01592
Number of retired or separated participants receiving benefits2014-01-01225
Number of other retired or separated participants entitled to future benefits2014-01-01252
Total of all active and inactive participants2014-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,221
Total number of active participants reported on line 7a of the Form 55002013-01-01651
Number of retired or separated participants receiving benefits2013-01-01221
Number of other retired or separated participants entitled to future benefits2013-01-01265
Total of all active and inactive participants2013-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,294
Total number of active participants reported on line 7a of the Form 55002012-01-01717
Number of retired or separated participants receiving benefits2012-01-01220
Number of other retired or separated participants entitled to future benefits2012-01-01269
Total of all active and inactive participants2012-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-011,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,435
Total number of active participants reported on line 7a of the Form 55002011-01-01789
Number of retired or separated participants receiving benefits2011-01-01216
Number of other retired or separated participants entitled to future benefits2011-01-01275
Total of all active and inactive participants2011-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,649
Total number of active participants reported on line 7a of the Form 55002009-01-011,056
Number of retired or separated participants receiving benefits2009-01-01213
Number of other retired or separated participants entitled to future benefits2009-01-01274
Total of all active and inactive participants2009-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN

Measure Date Value
2016 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$877,441
Total unrealized appreciation/depreciation of assets2016-12-31$877,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,087
Total income from all sources (including contributions)2016-12-31$1,557,204
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,805,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,522,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$25,713,206
Value of total assets at beginning of year2016-12-31$26,962,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$283,442
Total interest from all sources2016-12-31$295,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$383,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$66,973
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$74,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,087
Administrative expenses (other) incurred2016-12-31$185,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,248,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,713,206
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,961,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$98,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,327,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,554,526
Income. Interest from US Government securities2016-12-31$295,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$790,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$260,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$260,202
Asset value of US Government securities at end of year2016-12-31$2,335,612
Asset value of US Government securities at beginning of year2016-12-31$2,912,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$383,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,522,034
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,368,280
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,298,549
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,824,901
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$13,861,453
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2016-12-31550486667
2015 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-777,165
Total unrealized appreciation/depreciation of assets2015-12-31$-777,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$819,547
Total income from all sources (including contributions)2015-12-31$42,586
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,465,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,274,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$26,962,565
Value of total assets at beginning of year2015-12-31$30,204,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$191,090
Total interest from all sources2015-12-31$300,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$519,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$74,931
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$69,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$781,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$819,547
Administrative expenses (other) incurred2015-12-31$121,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,423,253
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,961,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,384,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$69,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,554,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,492,831
Income. Interest from US Government securities2015-12-31$300,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$260,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$348,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$348,636
Asset value of US Government securities at end of year2015-12-31$2,912,904
Asset value of US Government securities at beginning of year2015-12-31$3,144,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$519,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,274,749
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,298,549
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,914,452
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$13,861,453
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,453,120
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2015-12-31550486667
2014 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,595,224
Total unrealized appreciation/depreciation of assets2014-12-31$1,595,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$819,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,037
Total income from all sources (including contributions)2014-12-31$2,287,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,969,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,880,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$30,204,278
Value of total assets at beginning of year2014-12-31$30,067,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$89,393
Total interest from all sources2014-12-31$304,963
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$387,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$377,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$69,958
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$66,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$781,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$819,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,037
Administrative expenses (other) incurred2014-12-31$16,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-681,939
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,384,731
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,066,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,492,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,972,770
Income. Interest from US Government securities2014-12-31$304,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$348,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$528,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$528,580
Asset value of US Government securities at end of year2014-12-31$3,144,032
Asset value of US Government securities at beginning of year2014-12-31$3,257,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$675,000
Income. Dividends from common stock2014-12-31$387,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,880,011
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,914,452
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,253,749
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,453,120
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$17,936,222
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARNETT,CARBIS,TOOTHMAN LLP
Accountancy firm EIN2014-12-31550486667
2013 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,958,422
Total unrealized appreciation/depreciation of assets2013-12-31$3,958,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,621
Total income from all sources (including contributions)2013-12-31$6,090,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,878,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,743,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,445,000
Value of total assets at end of year2013-12-31$30,067,707
Value of total assets at beginning of year2013-12-31$26,864,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,808
Total interest from all sources2013-12-31$297,364
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$389,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$377,100
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$756,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$66,488
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$55,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,621
Administrative expenses (other) incurred2013-12-31$65,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,211,631
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,066,670
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,855,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,972,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,744,975
Income. Interest from US Government securities2013-12-31$297,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$528,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$330,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$330,257
Asset value of US Government securities at end of year2013-12-31$3,257,798
Asset value of US Government securities at beginning of year2013-12-31$4,516,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,445,000
Employer contributions (assets) at end of year2013-12-31$675,000
Employer contributions (assets) at beginning of year2013-12-31$210,000
Income. Dividends from common stock2013-12-31$389,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,743,612
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,253,749
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,959,731
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$17,936,222
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,274,718
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARNETT FOSTER TOOTHMAN PLLC
Accountancy firm EIN2013-12-31550486667
2012 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,738,713
Total unrealized appreciation/depreciation of assets2012-12-31$1,738,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,572
Total income from all sources (including contributions)2012-12-31$3,329,192
Total of all expenses incurred2012-12-31$2,922,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,709,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$790,538
Value of total assets at end of year2012-12-31$26,864,660
Value of total assets at beginning of year2012-12-31$26,461,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$212,745
Total interest from all sources2012-12-31$307,994
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$491,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$51,834
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$756,450
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$1,010,960
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$55,555
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$76,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,572
Administrative expenses (other) incurred2012-12-31$95,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$406,680
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,855,039
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,448,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$65,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,744,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,783,692
Income. Interest from US Government securities2012-12-31$307,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$330,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$269,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$269,714
Asset value of US Government securities at end of year2012-12-31$4,516,679
Asset value of US Government securities at beginning of year2012-12-31$3,827,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$790,538
Employer contributions (assets) at end of year2012-12-31$210,000
Employer contributions (assets) at beginning of year2012-12-31$764,462
Income. Dividends from common stock2012-12-31$491,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,709,767
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,959,731
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,911,448
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,274,718
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$12,811,431
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARNETT FOSTER TOOTHMAN PLLC
Accountancy firm EIN2012-12-31550486667
2011 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-674,376
Total unrealized appreciation/depreciation of assets2011-12-31$-674,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,443
Total income from all sources (including contributions)2011-12-31$1,043,934
Total of all expenses incurred2011-12-31$5,193,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,011,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$856,194
Value of total assets at end of year2011-12-31$26,461,931
Value of total assets at beginning of year2011-12-31$30,600,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$181,724
Total interest from all sources2011-12-31$388,907
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$473,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$53,220
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$1,010,960
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$2,115,370
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$76,743
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$87,853
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,572
Administrative expenses (other) incurred2011-12-31$61,898
Liabilities. Value of operating payables at beginning of year2011-12-31$2,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,149,665
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,448,359
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,598,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$66,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,783,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$155,070
Income. Interest from US Government securities2011-12-31$388,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$269,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$262,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$262,618
Asset value of US Government securities at end of year2011-12-31$3,827,481
Asset value of US Government securities at beginning of year2011-12-31$4,754,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$856,194
Employer contributions (assets) at end of year2011-12-31$764,462
Employer contributions (assets) at beginning of year2011-12-31$360,417
Income. Dividends from common stock2011-12-31$473,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,011,875
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,911,448
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,143,358
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$12,811,431
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$17,658,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARNETT AND FOSTER
Accountancy firm EIN2011-12-31550486667
2010 : OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,263,251
Total unrealized appreciation/depreciation of assets2010-12-31$3,263,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$222,272
Total income from all sources (including contributions)2010-12-31$4,564,910
Total of all expenses incurred2010-12-31$4,406,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,175,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$360,417
Value of total assets at end of year2010-12-31$30,600,467
Value of total assets at beginning of year2010-12-31$30,662,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$230,934
Total interest from all sources2010-12-31$517,160
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$424,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$101,533
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$2,115,370
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$443,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$87,853
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$96,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$211,337
Administrative expenses (other) incurred2010-12-31$72,278
Liabilities. Value of operating payables at end of year2010-12-31$2,443
Liabilities. Value of operating payables at beginning of year2010-12-31$10,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$158,015
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,598,024
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,440,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$155,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,874,223
Interest earned on other investments2010-12-31$13,289
Income. Interest from US Government securities2010-12-31$503,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$262,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$371,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$371,414
Asset value of US Government securities at end of year2010-12-31$4,754,011
Asset value of US Government securities at beginning of year2010-12-31$9,086,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$360,417
Employer contributions (assets) at end of year2010-12-31$360,417
Income. Dividends from common stock2010-12-31$424,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,175,961
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,143,358
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,234,391
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$17,658,310
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,555,976
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARNETT AND FOSTER
Accountancy firm EIN2010-12-31550486667

Form 5500 Responses for OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN

2016: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OHIO VALLEY HEALTH SERVICES & EDUCATION CORPORATION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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