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CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameCALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN
Plan identification number 001

CALDWELL MEMORIAL HOSPITAL RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CALDWELL MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:CALDWELL MEMORIAL HOSPITAL
Employer identification number (EIN):560554202
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINA GOOD
0012016-01-01CHRISTINA GOOD
0012015-01-01CHRISTINA GOOD
0012014-01-01CHRISTINA GOOD
0012013-01-01KIM BEAN
0012012-01-01KIM BEAN
0012011-01-01KIM BEAN
0012010-01-01KIM BEAN
0012009-01-01KIM BEAN

Plan Statistics for CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN

Measure Date Value
2019: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,318
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,226
Total number of active participants reported on line 7a of the Form 55002018-01-01894
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01429
Total of all active and inactive participants2018-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,323
Number of participants with account balances2018-01-011,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,179
Total number of active participants reported on line 7a of the Form 55002017-01-01840
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01375
Total of all active and inactive participants2017-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,215
Number of participants with account balances2017-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,168
Total number of active participants reported on line 7a of the Form 55002016-01-01810
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01370
Total of all active and inactive participants2016-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,180
Number of participants with account balances2016-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,194
Total number of active participants reported on line 7a of the Form 55002015-01-01816
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01361
Total of all active and inactive participants2015-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,177
Number of participants with account balances2015-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,148
Total number of active participants reported on line 7a of the Form 55002014-01-01569
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01277
Total of all active and inactive participants2014-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01846
Number of participants with account balances2014-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,102
Total number of active participants reported on line 7a of the Form 55002013-01-01911
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01257
Total of all active and inactive participants2013-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,168
Number of participants with account balances2013-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,082
Total number of active participants reported on line 7a of the Form 55002012-01-01860
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01251
Total of all active and inactive participants2012-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,111
Number of participants with account balances2012-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,125
Total number of active participants reported on line 7a of the Form 55002011-01-01898
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01251
Total of all active and inactive participants2011-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,149
Number of participants with account balances2011-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,160
Total number of active participants reported on line 7a of the Form 55002010-01-01923
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01238
Total of all active and inactive participants2010-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,161
Number of participants with account balances2010-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,113
Total number of active participants reported on line 7a of the Form 55002009-01-01962
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01221
Total of all active and inactive participants2009-01-011,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,183
Number of participants with account balances2009-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN

Measure Date Value
2019 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$35,663,939
Total income from all sources (including contributions)2019-12-31$10,077,163
Total of all expenses incurred2019-12-31$8,843,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,712,643
Expenses. Certain deemed distributions of participant loans2019-12-31$26,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,225,720
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$34,430,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,233
Total interest from all sources2019-12-31$227,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,376,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,376,093
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,347,423
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$631,950
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$857,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,233,674
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,430,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,998,668
Interest on participant loans2019-12-31$31,288
Interest earned on other investments2019-12-31$196,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,799,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,247,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,021,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,712,643
Contract administrator fees2019-12-31$104,233
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,482,167
Total of all expenses incurred2018-12-31$2,835,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,715,774
Expenses. Certain deemed distributions of participant loans2018-12-31$6,417
Value of total corrective distributions2018-12-31$12,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,779,918
Value of total assets at end of year2018-12-31$34,430,265
Value of total assets at beginning of year2018-12-31$34,783,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,981
Total interest from all sources2018-12-31$230,403
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,658,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,658,286
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,081,897
Participant contributions at end of year2018-12-31$631,950
Participant contributions at beginning of year2018-12-31$456,419
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$775,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-353,692
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,430,265
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,783,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,998,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,855,744
Interest on participant loans2018-12-31$28,604
Interest earned on other investments2018-12-31$201,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,799,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,471,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,186,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$922,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,715,774
Contract administrator fees2018-12-31$100,981
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,015,707
Total of all expenses incurred2017-12-31$1,696,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,580,994
Value of total corrective distributions2017-12-31$26,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,294,814
Value of total assets at end of year2017-12-31$34,783,957
Value of total assets at beginning of year2017-12-31$29,464,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,386
Total interest from all sources2017-12-31$222,396
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,109,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,109,558
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,795,516
Participant contributions at end of year2017-12-31$456,419
Participant contributions at beginning of year2017-12-31$359,195
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$634,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,319,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,783,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,464,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,855,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,900,255
Interest on participant loans2017-12-31$16,948
Interest earned on other investments2017-12-31$205,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,471,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,205,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,388,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$864,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,580,994
Contract administrator fees2017-12-31$89,386
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,689,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,473,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,371,016
Expenses. Certain deemed distributions of participant loans2016-12-31$25,461
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,841,419
Value of total assets at end of year2016-12-31$29,464,911
Value of total assets at beginning of year2016-12-31$27,248,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,827
Total interest from all sources2016-12-31$227,336
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$869,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$869,057
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,716,737
Participant contributions at end of year2016-12-31$359,195
Participant contributions at beginning of year2016-12-31$320,411
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$265,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,216,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,464,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,248,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,900,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,620,914
Interest on participant loans2016-12-31$12,699
Interest earned on other investments2016-12-31$214,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,205,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,307,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$751,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$858,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,371,016
Contract administrator fees2016-12-31$76,827
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,865,889
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,967,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,883,977
Expenses. Certain deemed distributions of participant loans2015-12-31$11,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,759,859
Value of total assets at end of year2015-12-31$27,248,435
Value of total assets at beginning of year2015-12-31$26,350,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,015
Total interest from all sources2015-12-31$227,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$800,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$800,093
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,705,565
Participant contributions at end of year2015-12-31$320,411
Participant contributions at beginning of year2015-12-31$202,456
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,229,921
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$898,114
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,248,435
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,350,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,620,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,865,018
Interest on participant loans2015-12-31$9,721
Interest earned on other investments2015-12-31$217,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,307,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,282,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-921,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$824,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,883,977
Contract administrator fees2015-12-31$72,015
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,316,389
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,423,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,307,409
Expenses. Certain deemed distributions of participant loans2014-12-31$43,774
Value of total corrective distributions2014-12-31$2,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,960,106
Value of total assets at end of year2014-12-31$26,350,321
Value of total assets at beginning of year2014-12-31$24,457,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,646
Total interest from all sources2014-12-31$229,303
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$696,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$696,556
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,665,625
Participant contributions at end of year2014-12-31$202,456
Participant contributions at beginning of year2014-12-31$224,650
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$490,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,892,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,350,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,457,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,865,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,398,852
Interest on participant loans2014-12-31$7,483
Interest earned on other investments2014-12-31$221,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,282,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,834,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$430,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$803,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,307,409
Contract administrator fees2014-12-31$70,646
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,463,474
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,600,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,557,735
Expenses. Certain deemed distributions of participant loans2013-12-31$-16,200
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,638,837
Value of total assets at end of year2013-12-31$24,457,929
Value of total assets at beginning of year2013-12-31$20,594,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,917
Total interest from all sources2013-12-31$218,544
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$525,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$525,877
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,630,002
Participant contributions at end of year2013-12-31$224,650
Participant contributions at beginning of year2013-12-31$195,079
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$217,418
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$3,863,022
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,457,929
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,594,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,398,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,392,872
Interest on participant loans2013-12-31$7,690
Interest earned on other investments2013-12-31$210,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,834,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,006,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,080,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$791,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,557,735
Contract administrator fees2013-12-31$58,917
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 name2013-12-31DIXON HUGHES GOODMAN, PLLC
Accountancy firm EIN2013-12-31560747981
2012 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,389,117
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,562,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,490,588
Expenses. Certain deemed distributions of participant loans2012-12-31$9,547
Value of total corrective distributions2012-12-31$6,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,761,777
Value of total assets at end of year2012-12-31$20,594,907
Value of total assets at beginning of year2012-12-31$17,768,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,531
Total interest from all sources2012-12-31$231,399
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$349,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$349,339
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,408,395
Participant contributions at end of year2012-12-31$195,079
Participant contributions at beginning of year2012-12-31$139,878
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$645,338
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,826,812
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,594,907
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,768,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,392,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,225,914
Interest on participant loans2012-12-31$7,006
Interest earned on other investments2012-12-31$224,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,006,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,402,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,046,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$708,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,490,588
Contract administrator fees2012-12-31$55,531
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 name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,141,693
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,595,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,525,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,996,583
Value of total assets at end of year2011-12-31$17,768,095
Value of total assets at beginning of year2011-12-31$19,221,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,725
Total interest from all sources2011-12-31$280,328
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$242,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$242,173
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,238,312
Participant contributions at end of year2011-12-31$139,878
Participant contributions at beginning of year2011-12-31$191,111
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,453,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,768,095
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,221,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,225,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,657,945
Interest on participant loans2011-12-31$7,698
Interest earned on other investments2011-12-31$272,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,402,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,372,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-377,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$689,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,525,384
Contract administrator fees2011-12-31$69,725
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,726,767
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,963,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,720,329
Expenses. Certain deemed distributions of participant loans2010-12-31$167,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,006,531
Value of total assets at end of year2010-12-31$19,221,511
Value of total assets at beginning of year2010-12-31$18,458,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$76,269
Total interest from all sources2010-12-31$269,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$289,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$289,278
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$916,708
Participant contributions at end of year2010-12-31$191,111
Participant contributions at beginning of year2010-12-31$324,011
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$89,823
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$763,168
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,221,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,458,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,657,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,132,538
Interest on participant loans2010-12-31$9,914
Interest earned on other investments2010-12-31$259,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,372,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,001,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,161,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,720,329
Contract administrator fees2010-12-31$76,269
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN

2019: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALDWELL MEMORIAL HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered1107
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered972
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered877
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered874
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered869
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered850
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered846
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06744
Policy instance 1
Insurance contract or identification number06744
Number of Individuals Covered858
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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