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SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHEAST GEORGIA HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEAST GEORGIA HEALTH SYSTEM, INC.
Employer identification number (EIN):581911751
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RICHARD GROOMS, JR.2023-01-30
0022021-01-01JOHN MILAZZO2022-10-16
0022020-01-01MICHAEL SCHERNECK2021-09-27
0022019-01-01MICHAEL SCHERNECK2020-10-12
0022018-01-01MICHAEL SCHERNECK2019-08-28
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01PATRICK D. EBRI
0022013-01-01JOANNA FENSKE
0022012-01-01PATRICK D. EBRI
0022011-01-01JOANNA M. FENSKE
0022009-01-01PATRICK D. EBRI
0022009-01-01PATRICK D. EBRI

Plan Statistics for SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,100
Total number of active participants reported on line 7a of the Form 55002022-01-012,558
Number of retired or separated participants receiving benefits2022-01-0181
Number of other retired or separated participants entitled to future benefits2022-01-01530
Total of all active and inactive participants2022-01-013,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,169
Number of participants with account balances2022-01-013,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0185
2021: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,256
Total number of active participants reported on line 7a of the Form 55002021-01-012,383
Number of retired or separated participants receiving benefits2021-01-01128
Number of other retired or separated participants entitled to future benefits2021-01-01566
Total of all active and inactive participants2021-01-013,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,077
Number of participants with account balances2021-01-012,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,150
Total number of active participants reported on line 7a of the Form 55002020-01-012,565
Number of retired or separated participants receiving benefits2020-01-01180
Number of other retired or separated participants entitled to future benefits2020-01-01414
Total of all active and inactive participants2020-01-013,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,159
Number of participants with account balances2020-01-013,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01101
2019: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,008
Total number of active participants reported on line 7a of the Form 55002019-01-012,606
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01567
Total of all active and inactive participants2019-01-013,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,173
Number of participants with account balances2019-01-012,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0187
2018: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,902
Total number of active participants reported on line 7a of the Form 55002018-01-012,624
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01388
Total of all active and inactive participants2018-01-013,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,012
Number of participants with account balances2018-01-012,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0186
2017: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,567
Total number of active participants reported on line 7a of the Form 55002017-01-012,529
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01354
Total of all active and inactive participants2017-01-012,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,883
Number of participants with account balances2017-01-012,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0183
2016: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,295
Total number of active participants reported on line 7a of the Form 55002016-01-012,337
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01244
Total of all active and inactive participants2016-01-012,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,581
Number of participants with account balances2016-01-012,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0159
2015: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01355
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01360
Number of participants with account balances2015-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01378
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01342
Number of participants with account balances2014-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01356
Total number of active participants reported on line 7a of the Form 55002013-01-01275
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01371
Number of participants with account balances2013-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01366
Total number of active participants reported on line 7a of the Form 55002012-01-01287
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01421
Total number of active participants reported on line 7a of the Form 55002011-01-01306
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01127
Total of all active and inactive participants2011-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01433
Number of participants with account balances2011-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01435
Total number of active participants reported on line 7a of the Form 55002009-01-01333
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01457
Number of participants with account balances2009-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,396,381
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,902,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,157,457
Expenses. Certain deemed distributions of participant loans2022-12-31$185,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,918,828
Value of total assets at end of year2022-12-31$154,098,726
Value of total assets at beginning of year2022-12-31$181,397,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$559,630
Total interest from all sources2022-12-31$287,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,204,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,204,121
Administrative expenses professional fees incurred2022-12-31$62,532
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,415,333
Participant contributions at end of year2022-12-31$3,988,658
Participant contributions at beginning of year2022-12-31$3,869,993
Participant contributions at end of year2022-12-31$278,347
Participant contributions at beginning of year2022-12-31$268,922
Assets. Other investments not covered elsewhere at end of year2022-12-31$424,241
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$528,489
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$416,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-375,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,299,060
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,098,726
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$181,397,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$323,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$135,656,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$162,042,264
Interest on participant loans2022-12-31$196,309
Interest earned on other investments2022-12-31$90,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,351,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,329,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,431,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,087,484
Employer contributions (assets) at end of year2022-12-31$400,040
Employer contributions (assets) at beginning of year2022-12-31$358,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,157,457
Contract administrator fees2022-12-31$173,828
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$38,547
Total income from all sources (including contributions)2021-12-31$43,343,878
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,064,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,451,500
Expenses. Certain deemed distributions of participant loans2021-12-31$20,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,430,288
Value of total assets at end of year2021-12-31$181,397,786
Value of total assets at beginning of year2021-12-31$154,156,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$592,096
Total interest from all sources2021-12-31$440,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,605,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,605,298
Administrative expenses professional fees incurred2021-12-31$62,688
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,436,367
Participant contributions at end of year2021-12-31$3,869,993
Participant contributions at beginning of year2021-12-31$4,068,346
Participant contributions at end of year2021-12-31$268,922
Participant contributions at beginning of year2021-12-31$270,785
Assets. Other investments not covered elsewhere at end of year2021-12-31$528,489
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$750,117
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,908,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$211,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$38,547
Other income not declared elsewhere2021-12-31$112,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,279,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$181,397,786
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$154,118,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$436,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$162,042,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$132,973,924
Interest on participant loans2021-12-31$250,563
Interest earned on other investments2021-12-31$190,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,329,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,670,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,755,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,085,553
Employer contributions (assets) at end of year2021-12-31$358,133
Employer contributions (assets) at beginning of year2021-12-31$211,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,451,500
Contract administrator fees2021-12-31$93,341
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$246,580
Total income from all sources (including contributions)2020-12-31$38,553,530
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,298,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,855,800
Expenses. Certain deemed distributions of participant loans2020-12-31$17,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,510,095
Value of total assets at end of year2020-12-31$154,156,915
Value of total assets at beginning of year2020-12-31$129,110,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$425,710
Total interest from all sources2020-12-31$573,135
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,566,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,566,656
Administrative expenses professional fees incurred2020-12-31$33,811
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,858,032
Participant contributions at end of year2020-12-31$4,068,346
Participant contributions at beginning of year2020-12-31$3,980,884
Participant contributions at end of year2020-12-31$270,785
Participant contributions at beginning of year2020-12-31$1,125
Assets. Other investments not covered elsewhere at end of year2020-12-31$750,117
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$601,608
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$740,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$211,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$38,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$246,580
Other income not declared elsewhere2020-12-31$93,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,254,564
Value of net assets at end of year (total assets less liabilities)2020-12-31$154,118,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,863,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$360,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$132,973,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$110,397,857
Interest on participant loans2020-12-31$244,404
Interest earned on other investments2020-12-31$328,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,670,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,823,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,810,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,911,826
Employer contributions (assets) at end of year2020-12-31$211,607
Employer contributions (assets) at beginning of year2020-12-31$305,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,855,800
Contract administrator fees2020-12-31$31,255
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$246,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$246,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,236
Total income from all sources (including contributions)2019-12-31$37,405,086
Total income from all sources (including contributions)2019-12-31$37,405,086
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,653,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,088,599
Expenses. Certain deemed distributions of participant loans2019-12-31$43,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,245,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,245,790
Value of total assets at end of year2019-12-31$129,110,384
Value of total assets at end of year2019-12-31$129,110,384
Value of total assets at beginning of year2019-12-31$101,134,527
Value of total assets at beginning of year2019-12-31$101,134,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$521,704
Total interest from all sources2019-12-31$365,328
Total interest from all sources2019-12-31$365,328
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,442,536
Contributions received from participants2019-12-31$8,442,536
Participant contributions at end of year2019-12-31$3,980,884
Participant contributions at end of year2019-12-31$3,980,884
Participant contributions at beginning of year2019-12-31$3,765,127
Participant contributions at beginning of year2019-12-31$3,765,127
Participant contributions at end of year2019-12-31$1,125
Participant contributions at end of year2019-12-31$1,125
Assets. Other investments not covered elsewhere at end of year2019-12-31$601,608
Assets. Other investments not covered elsewhere at end of year2019-12-31$601,608
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$410,596
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$410,596
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,179
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$225
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$246,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$246,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,236
Other income not declared elsewhere2019-12-31$379,521
Other income not declared elsewhere2019-12-31$379,521
Administrative expenses (other) incurred2019-12-31$2,212
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
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$27,751,513
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,863,804
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,863,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,112,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,112,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$401,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,397,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,397,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,105,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,105,834
Interest on participant loans2019-12-31$240,009
Interest on participant loans2019-12-31$240,009
Interest earned on other investments2019-12-31$125,319
Interest earned on other investments2019-12-31$125,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,823,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,823,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,673,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,673,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,414,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,414,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,424,075
Contributions received in cash from employer2019-12-31$6,424,075
Employer contributions (assets) at end of year2019-12-31$305,460
Employer contributions (assets) at end of year2019-12-31$305,460
Employer contributions (assets) at beginning of year2019-12-31$179,666
Employer contributions (assets) at beginning of year2019-12-31$179,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,088,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,088,599
Contract administrator fees2019-12-31$117,575
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,734
Total income from all sources (including contributions)2018-12-31$9,805,384
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,911,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,416,328
Expenses. Certain deemed distributions of participant loans2018-12-31$14,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,155,442
Value of total assets at end of year2018-12-31$101,134,527
Value of total assets at beginning of year2018-12-31$100,226,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$479,789
Total interest from all sources2018-12-31$268,013
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,231,376
Participant contributions at end of year2018-12-31$3,765,127
Participant contributions at beginning of year2018-12-31$3,305,175
Assets. Other investments not covered elsewhere at end of year2018-12-31$410,596
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$351,648
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$729,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,734
Other income not declared elsewhere2018-12-31$313,153
Administrative expenses (other) incurred2018-12-31$1,931
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$894,271
Value of net assets at end of year (total assets less liabilities)2018-12-31$101,112,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,218,020
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
Investment advisory and management fees2018-12-31$397,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,105,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,568,488
Interest on participant loans2018-12-31$208,566
Interest earned on other investments2018-12-31$59,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,673,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,831,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,931,224
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$6,194,876
Employer contributions (assets) at end of year2018-12-31$179,666
Employer contributions (assets) at beginning of year2018-12-31$169,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,416,328
Contract administrator fees2018-12-31$80,172
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$127,535
Total income from all sources (including contributions)2017-12-31$27,691,025
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,893,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,434,252
Expenses. Certain deemed distributions of participant loans2017-12-31$54,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,321,625
Value of total assets at end of year2017-12-31$100,226,754
Value of total assets at beginning of year2017-12-31$80,547,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$404,222
Total interest from all sources2017-12-31$196,946
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,679,623
Participant contributions at end of year2017-12-31$3,305,175
Participant contributions at beginning of year2017-12-31$2,958,418
Assets. Other investments not covered elsewhere at end of year2017-12-31$351,648
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$307,323
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$627,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,272
Other income not declared elsewhere2017-12-31$299,335
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$112,263
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$19,797,946
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,218,020
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,420,074
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
Investment advisory and management fees2017-12-31$404,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,568,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,461,820
Interest on participant loans2017-12-31$172,687
Interest earned on other investments2017-12-31$24,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,831,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,691,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,873,119
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$6,014,164
Employer contributions (assets) at end of year2017-12-31$169,755
Employer contributions (assets) at beginning of year2017-12-31$128,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,434,252
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$50,577,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$127,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,425
Total income from all sources (including contributions)2016-12-31$22,377,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,721,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,663,051
Expenses. Certain deemed distributions of participant loans2016-12-31$3,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,270,496
Value of total assets at end of year2016-12-31$80,547,609
Value of total assets at beginning of year2016-12-31$13,195,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,772
Total interest from all sources2016-12-31$200,943
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$6,335,054
Participant contributions at end of year2016-12-31$2,958,418
Participant contributions at beginning of year2016-12-31$269,777
Assets. Other investments not covered elsewhere at end of year2016-12-31$307,323
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,621,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,425
Other income not declared elsewhere2016-12-31$209,467
Liabilities. Value of operating payables at end of year2016-12-31$112,263
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,655,813
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,420,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,186,743
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$54,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,461,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,420,155
Interest on participant loans2016-12-31$141,801
Interest earned on other investments2016-12-31$59,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,691,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,502,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,696,491
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$5,313,706
Employer contributions (assets) at end of year2016-12-31$128,288
Employer contributions (assets) at beginning of year2016-12-31$3,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,663,051
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$8,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,578
Total income from all sources (including contributions)2015-12-31$973,192
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,193,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,191,660
Expenses. Certain deemed distributions of participant loans2015-12-31$-6,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$976,347
Value of total assets at end of year2015-12-31$13,195,168
Value of total assets at beginning of year2015-12-31$13,413,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,963
Total interest from all sources2015-12-31$39,163
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$506,673
Participant contributions at end of year2015-12-31$269,777
Participant contributions at beginning of year2015-12-31$363,299
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,578
Other income not declared elsewhere2015-12-31$27,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-220,620
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,186,743
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,407,363
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$8,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,420,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,812,352
Interest on participant loans2015-12-31$21,682
Interest earned on other investments2015-12-31$17,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,502,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,235,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,338
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$458,573
Employer contributions (assets) at end of year2015-12-31$3,013
Employer contributions (assets) at beginning of year2015-12-31$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,191,660
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$6,578
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$1,889,040
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,282,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,241,618
Expenses. Certain deemed distributions of participant loans2014-12-31$25,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,011,559
Value of total assets at end of year2014-12-31$13,413,941
Value of total assets at beginning of year2014-12-31$12,801,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,666
Total interest from all sources2014-12-31$36,888
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$504,482
Participant contributions at end of year2014-12-31$363,299
Participant contributions at beginning of year2014-12-31$394,316
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$19,983
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$606,297
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,407,363
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,801,066
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$15,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,812,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,890,987
Interest on participant loans2014-12-31$26,534
Interest earned on other investments2014-12-31$10,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,235,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,506,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$820,610
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$463,294
Employer contributions (assets) at end of year2014-12-31$2,000
Employer contributions (assets) at beginning of year2014-12-31$4,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,241,618
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$12,722
Total income from all sources (including contributions)2013-12-31$3,075,335
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$772,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$753,277
Expenses. Certain deemed distributions of participant loans2013-12-31$2,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,130,498
Value of total assets at end of year2013-12-31$12,801,066
Value of total assets at beginning of year2013-12-31$10,510,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,008
Total interest from all sources2013-12-31$45,456
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$559,819
Participant contributions at end of year2013-12-31$394,316
Participant contributions at beginning of year2013-12-31$404,316
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$20,777
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$88,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,722
Other income not declared elsewhere2013-12-31$19,862
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$2,302,914
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,801,066
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,498,152
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$17,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,890,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,397,346
Interest on participant loans2013-12-31$27,396
Interest earned on other investments2013-12-31$18,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,506,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,578,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,879,519
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$491,597
Employer contributions (assets) at end of year2013-12-31$4,894
Employer contributions (assets) at beginning of year2013-12-31$21,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$753,277
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 LLP
Accountancy firm EIN2013-12-31560747981
2012 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$12,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,783
Total income from all sources (including contributions)2012-12-31$2,012,381
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$612,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$590,438
Expenses. Certain deemed distributions of participant loans2012-12-31$4,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,090,688
Value of total assets at end of year2012-12-31$10,510,874
Value of total assets at beginning of year2012-12-31$9,108,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,478
Total interest from all sources2012-12-31$43,759
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$583,866
Participant contributions at end of year2012-12-31$404,316
Participant contributions at beginning of year2012-12-31$425,048
Participant contributions at end of year2012-12-31$20,777
Participant contributions at beginning of year2012-12-31$20,255
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$88,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$86,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,783
Other income not declared elsewhere2012-12-31$28,071
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$1,400,322
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,498,152
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,097,830
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$7,397,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,141,048
Interest on participant loans2012-12-31$27,136
Interest earned on other investments2012-12-31$16,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,578,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,404,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$849,863
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$484,558
Employer contributions (assets) at end of year2012-12-31$21,557
Employer contributions (assets) at beginning of year2012-12-31$31,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$590,438
Contract administrator fees2012-12-31$17,478
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 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$10,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$677
Total income from all sources (including contributions)2011-12-31$1,045,795
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$630,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$589,830
Expenses. Certain deemed distributions of participant loans2011-12-31$21,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,145,316
Value of total assets at end of year2011-12-31$9,108,613
Value of total assets at beginning of year2011-12-31$8,682,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,237
Total interest from all sources2011-12-31$35,806
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$614,108
Participant contributions at end of year2011-12-31$425,048
Participant contributions at beginning of year2011-12-31$311,657
Participant contributions at end of year2011-12-31$20,255
Participant contributions at beginning of year2011-12-31$21,005
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$86,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$121,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$677
Other income not declared elsewhere2011-12-31$32,975
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$415,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,097,830
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,682,289
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$19,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,141,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,187,520
Interest on participant loans2011-12-31$25,632
Interest earned on other investments2011-12-31$10,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,404,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,016,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-168,302
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$462,368
Employer contributions (assets) at end of year2011-12-31$31,631
Employer contributions (assets) at beginning of year2011-12-31$24,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$589,830
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, PLLC
Accountancy firm EIN2011-12-31560747981
2010 : SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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$677
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$2,161,513
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$718,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$704,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,295,873
Value of total assets at end of year2010-12-31$8,682,966
Value of total assets at beginning of year2010-12-31$7,238,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,977
Total interest from all sources2010-12-31$51,590
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$33
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$33
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$642,348
Participant contributions at end of year2010-12-31$311,657
Participant contributions at beginning of year2010-12-31$243,582
Participant contributions at end of year2010-12-31$21,005
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$129,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$121,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$677
Other income not declared elsewhere2010-12-31$33,218
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$1,443,489
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,682,289
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,238,800
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$13,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,187,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,239,425
Interest on participant loans2010-12-31$20,622
Interest earned on other investments2010-12-31$30,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,016,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,755,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$780,799
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
Contributions received in cash from employer2010-12-31$523,894
Employer contributions (assets) at end of year2010-12-31$24,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$704,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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, PLLC
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN

2022: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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
2009: SOUTHEAST GEORGIA HEALTH SYSTEM, CAMDEN CAMPUS 403(B) RETIREMENT SAVINGS 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 – 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 number50566
Policy instance 4
Insurance contract or identification number50566
Number of Individuals Covered70
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $205
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $160
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41206
Policy instance 3
Insurance contract or identification number41206
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $157
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $110
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 2
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered2918
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762494-01
Policy instance 1
Insurance contract or identification number762494-01
Number of Individuals Covered425
Insurance policy start date2022-09-22
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $1,621
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered2982
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,754
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $19,700
Insurance broker organization code?4
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41206
Policy instance 2
Insurance contract or identification number41206
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $250
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $134
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 3
Insurance contract or identification number50566
Number of Individuals Covered73
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $246
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $125
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 3
Insurance contract or identification number50566
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41206
Policy instance 2
Insurance contract or identification number41206
Number of Individuals Covered315
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $177
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $101
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered3066
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,537
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $11,272
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 3
Insurance contract or identification number50566
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $147
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41206
Policy instance 2
Insurance contract or identification number41206
Number of Individuals Covered330
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $123
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered2842
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $34,764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $15,360
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 3
Insurance contract or identification number50566
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $230
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $145
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41206
Policy instance 2
Insurance contract or identification number41206
Number of Individuals Covered346
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $231
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $124
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered2897
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $25,309
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $11,296
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered84
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $273
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $181
Insurance broker organization code?3
Insurance broker namePEGGY M. CRANE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered2777
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $10,198
Insurance broker organization code?3
Insurance broker nameCARL COOLIDGE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered92
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $246
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
Commission paid to Insurance BrokerUSD $183
Insurance broker organization code?3
Insurance broker namePEGGY M CRANE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered307
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,054
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $2,232
Insurance broker organization code?3
Insurance broker nameANDREW L MOORE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered306
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,100
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $2,252
Insurance broker organization code?3
Insurance broker nameANDREW L MOORE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $521
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
Commission paid to Insurance BrokerUSD $384
Insurance broker organization code?3
Insurance broker nameTIMOTHY LANIER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered318
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,044
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $2,669
Insurance broker organization code?3
Insurance broker nameANDREW L MOORE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $503
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
Commission paid to Insurance BrokerUSD $370
Insurance broker organization code?3
Insurance broker namePEGGY M. CRANE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered126
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $538
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
Commission paid to Insurance BrokerUSD $458
Insurance broker organization code?3
Insurance broker nameJOHN H RUSSELL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered309
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,836
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $2,577
Insurance broker organization code?3
Insurance broker nameANDREW L MOORE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered296
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,886
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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 number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $692
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50566
Policy instance 2
Insurance contract or identification number50566
Number of Individuals Covered160
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $748
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60309-2
Policy instance 1
Insurance contract or identification numberMR 60309-2
Number of Individuals Covered365
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,653
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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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