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MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN
Plan identification number 002

MCG HEALTH, INC. 401(A) 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MCG HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCG HEALTH, INC.
Employer identification number (EIN):582144788
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01LISA MITCHUM
0022016-01-01LISA MITCHUM
0022016-01-01
0022016-01-01LISA MITCHUM
0022015-01-01LISA MITCHUM
0022015-01-01LISA MITCHUM
0022014-01-01LISA MITCHUM
0022013-01-01LISA MITCHUM
0022012-01-01LISA MITCHUM
0022011-01-01LISA MITCHUM
0022010-01-01DEREK CARISSIMI
0022009-01-01DEREK CARISSIMI
0022009-01-01DEREK CARISSIMI
0022009-01-01LISA MITCHUM

Plan Statistics for MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2016: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,347
Total number of active participants reported on line 7a of the Form 55002016-01-013,405
Number of other retired or separated participants entitled to future benefits2016-01-012,188
Total of all active and inactive participants2016-01-015,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,593
Number of participants with account balances2016-01-015,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-013,214
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,055
Total of all active and inactive participants2015-01-015,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,269
Number of participants with account balances2015-01-015,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,507
Total number of active participants reported on line 7a of the Form 55002014-01-013,084
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,739
Total of all active and inactive participants2014-01-014,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,823
Number of participants with account balances2014-01-014,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,452
Total number of active participants reported on line 7a of the Form 55002013-01-013,277
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,322
Total of all active and inactive participants2013-01-014,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,599
Number of participants with account balances2013-01-014,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,407
Total number of active participants reported on line 7a of the Form 55002012-01-013,265
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,258
Total of all active and inactive participants2012-01-014,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,523
Number of participants with account balances2012-01-014,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,226
Total number of active participants reported on line 7a of the Form 55002011-01-013,192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,194
Total of all active and inactive participants2011-01-014,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,386
Number of participants with account balances2011-01-014,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,077
Total number of active participants reported on line 7a of the Form 55002010-01-013,297
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,106
Total of all active and inactive participants2010-01-014,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,403
Number of participants with account balances2010-01-014,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,657
Total number of active participants reported on line 7a of the Form 55002009-01-013,100
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01946
Total of all active and inactive participants2009-01-014,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,046
Number of participants with account balances2009-01-014,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,240,542
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,427,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,216,064
Expenses. Certain deemed distributions of participant loans2016-12-31$126,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,099,990
Value of total assets at end of year2016-12-31$101,424,120
Value of total assets at beginning of year2016-12-31$92,611,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,649
Total interest from all sources2016-12-31$1,643,515
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,227,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,227,693
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Participant contributions at end of year2016-12-31$4,528,152
Participant contributions at beginning of year2016-12-31$4,801,394
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$8,813,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,424,120
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$92,611,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,024,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,319,824
Interest on participant loans2016-12-31$188,784
Interest earned on other investments2016-12-31$1,454,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$50,871,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,489,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,269,344
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$9,099,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,216,064
Contract administrator fees2016-12-31$84,649
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
Total income from all sources (including contributions)2016-01-01$14,240,542
Total of all expenses incurred2016-01-01$5,427,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-01$5,216,064
Expenses. Certain deemed distributions of participant loans2016-01-01$126,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-01$9,099,990
Value of total assets at end of year2016-01-01$101,424,120
Value of total assets at beginning of year2016-01-01$92,611,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-01$84,649
Total interest from all sources2016-01-01$1,643,515
Total dividends received (eg from common stock, registered investment company shares)2016-01-01$2,227,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-01$2,227,693
Was this plan covered by a fidelity bond2016-01-01Yes
Value of fidelity bond cover2016-01-01$5,000,000
If this is an individual account plan, was there a blackout period2016-01-01No
Were there any nonexempt tranactions with any party-in-interest2016-01-01No
Participant contributions at end of year2016-01-01$4,528,152
Participant contributions at beginning of year2016-01-01$4,801,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Value of net income/loss2016-01-01$8,813,020
Value of net assets at end of year (total assets less liabilities)2016-01-01$101,424,120
Value of net assets at beginning of year (total assets less liabilities)2016-01-01$92,611,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-01No
Were any leases to which the plan was party in default or uncollectible2016-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-01$46,024,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-01$40,319,824
Interest on participant loans2016-01-01$188,784
Interest earned on other investments2016-01-01$1,454,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-01$50,871,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-01$47,489,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-01$1,269,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-01No
Was there a failure to transmit to the plan any participant contributions2016-01-01No
Contributions received in cash from employer2016-01-01$9,099,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-01$5,216,064
Contract administrator fees2016-01-01$84,649
Did the plan have assets held for investment2016-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-01No
Opinion of an independent qualified public accountant for this plan2016-01-013
Accountancy firm name2016-01-01GRANT THORNTON LLP
Accountancy firm EIN2016-01-01366055558
2015 : MCG HEALTH, INC. 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,138,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,827,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,752,799
Expenses. Certain deemed distributions of participant loans2015-12-31$1,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,724,355
Value of total assets at end of year2015-12-31$92,611,100
Value of total assets at beginning of year2015-12-31$87,300,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,048
Total interest from all sources2015-12-31$1,556,087
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,585,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,585,364
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$4,801,394
Participant contributions at beginning of year2015-12-31$4,578,988
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,952
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$5,310,301
Value of net assets at end of year (total assets less liabilities)2015-12-31$92,611,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$87,300,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,319,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,665,044
Interest on participant loans2015-12-31$194,974
Interest earned on other investments2015-12-31$1,361,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,489,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,056,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,727,804
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$8,669,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,752,799
Contract administrator fees2015-12-31$73,048
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 name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : MCG HEALTH, INC. 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,445,914
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,665,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,624,704
Expenses. Certain deemed distributions of participant loans2014-12-31$-20,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,383,890
Value of total assets at end of year2014-12-31$87,300,799
Value of total assets at beginning of year2014-12-31$79,520,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60,600
Total interest from all sources2014-12-31$1,476,039
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,287,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,287,154
Was this plan covered by a fidelity bond2014-12-31No
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
Participant contributions at end of year2014-12-31$4,578,988
Participant contributions at beginning of year2014-12-31$3,809,558
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$123,612
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$7,780,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$87,300,799
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,520,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,665,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,441,263
Interest on participant loans2014-12-31$168,374
Interest earned on other investments2014-12-31$1,307,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,056,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$43,269,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$298,831
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$8,260,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,624,704
Contract administrator fees2014-12-31$60,600
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 name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : MCG HEALTH, INC. 401(A) 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$0
Total income from all sources (including contributions)2013-12-31$15,151,765
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,548,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,421,428
Expenses. Certain deemed distributions of participant loans2013-12-31$79,955
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,491,354
Value of total assets at end of year2013-12-31$79,520,112
Value of total assets at beginning of year2013-12-31$68,916,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,779
Total interest from all sources2013-12-31$1,391,430
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,508,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,508,523
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$3,809,558
Participant contributions at beginning of year2013-12-31$3,196,277
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,082
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$10,603,603
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,520,112
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,916,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,441,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,737,235
Interest on participant loans2013-12-31$141,336
Interest earned on other investments2013-12-31$1,250,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43,269,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$40,982,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,760,458
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$7,490,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,421,428
Contract administrator fees2013-12-31$46,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : MCG HEALTH, INC. 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,056,850
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,146,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,017,532
Expenses. Certain deemed distributions of participant loans2012-12-31$87,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,526,742
Value of total assets at end of year2012-12-31$68,916,509
Value of total assets at beginning of year2012-12-31$61,005,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,609
Total interest from all sources2012-12-31$1,285,863
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$749,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$749,012
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$3,196,277
Participant contributions at beginning of year2012-12-31$3,031,021
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,566
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$7,910,755
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,916,509
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,005,754
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$24,737,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,367,279
Interest on participant loans2012-12-31$126,776
Interest earned on other investments2012-12-31$1,159,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$40,982,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,607,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,495,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,511,176
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,017,532
Contract administrator fees2012-12-31$40,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : MCG HEALTH, INC. 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,065,913
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,825,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,772,859
Expenses. Certain deemed distributions of participant loans2011-12-31$16,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,417,547
Value of total assets at end of year2011-12-31$61,005,754
Value of total assets at beginning of year2011-12-31$55,765,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,424
Total interest from all sources2011-12-31$1,262,207
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$698,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$698,993
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$3,031,021
Participant contributions at beginning of year2011-12-31$2,875,451
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,583
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$5,240,612
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,005,754
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,765,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,367,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,310,715
Interest on participant loans2011-12-31$130,841
Interest earned on other investments2011-12-31$1,131,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,607,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,252,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,312,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,414,964
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$326,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,772,859
Contract administrator fees2011-12-31$36,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : MCG HEALTH, INC. 401(A) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,197,540
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,609,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,473,614
Expenses. Certain deemed distributions of participant loans2010-12-31$98,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,369,866
Value of total assets at end of year2010-12-31$55,765,142
Value of total assets at beginning of year2010-12-31$47,177,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,091
Total interest from all sources2010-12-31$1,214,354
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$355,077
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$355,077
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,875,451
Participant contributions at beginning of year2010-12-31$2,142,370
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,689
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$8,587,859
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,765,142
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,177,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,310,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,593,126
Interest on participant loans2010-12-31$126,887
Interest earned on other investments2010-12-31$1,087,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,252,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,301,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,258,243
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$7,361,177
Employer contributions (assets) at end of year2010-12-31$326,601
Employer contributions (assets) at beginning of year2010-12-31$140,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,473,614
Contract administrator fees2010-12-31$37,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN

2016: MCG HEALTH, INC. 401(A) 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: MCG HEALTH, INC. 401(A) 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: MCG HEALTH, INC. 401(A) 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: MCG HEALTH, INC. 401(A) 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: MCG HEALTH, INC. 401(A) 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: MCG HEALTH, INC. 401(A) 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
2010: MCG HEALTH, INC. 401(A) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCG HEALTH, INC. 401(A) 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 number61712
Policy instance 1
Insurance contract or identification number61712
Number of Individuals Covered5405
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number61712
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61712
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61712
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61712
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61712
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70238
Policy instance 1

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