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RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 401k Plan overview

Plan NameRETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION
Plan identification number 001

RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION
Employer identification number (EIN):620450581
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JERRY COOK2023-10-13 ERIC MAYBERRY2023-10-13
0012021-01-01JERRY COOK2022-10-04 ERIC MAYBERRY2022-10-10
0012020-01-01JERRY COOK2021-10-11 JEFFREY AIKEN2021-10-11
0012019-01-01JERRY COOK2020-10-13 JEFFREY AIKEN2020-10-13
0012018-01-01JERRY COOK2019-10-07 JEFFREY AIKEN2019-10-08
0012017-01-01
0012016-01-01WAYNE HARRIS JEFFREY AIKEN2017-10-12
0012015-01-01WAYNE HARRIS JEFFREY AIKEN2016-10-03
0012014-01-01WAYNE HARRIS W. LACY UPCHURCH2015-09-28
0012013-01-01WAYNE HARRIS W. LACY UPCHURCH2014-10-06
0012012-01-01WAYNE HARRIS W. LACY UPCHURCH2013-10-04
0012011-01-01WAYNE HARRIS W. LACY UPCHURCH2012-10-08
0012010-01-01WAYNE HARRIS W. LACY UPCHURCH2011-10-05
0012009-01-01WAYNE HARRIS W. LACY UPCHURCH2010-10-11

Plan Statistics for RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION

401k plan membership statisitcs for RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION

Measure Date Value
2022: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2022 401k membership
Market value of plan assets2022-12-3176,674,206
Acturial value of plan assets2022-12-3173,004,949
Funding target for retired participants and beneficiaries receiving payment2022-12-3112,564,882
Number of terminated vested participants2022-12-3125
Fundng target for terminated vested participants2022-12-312,547,663
Active participant vested funding target2022-12-3111,169,454
Number of active participants2022-12-31120
Total funding liabilities for active participants2022-12-3113,117,041
Total participant count2022-12-31168
Total funding target for all participants2022-12-3128,229,586
Balance at beginning of prior year after applicable adjustments2022-12-313,047,807
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3124,234,917
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-313,047,807
Amount remaining of prefunding balance2022-12-3124,234,917
Present value of excess contributions2022-12-315,022,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-315,313,936
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-313,388,857
Balance of prefunding at beginning of current year2022-12-3126,946,804
Total employer contributions2022-12-312,742,609
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,600,179
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,465,191
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,600,179
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2021 401k membership
Market value of plan assets2021-12-3164,925,384
Acturial value of plan assets2021-12-3160,343,030
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,293,947
Number of terminated vested participants2021-12-3120
Fundng target for terminated vested participants2021-12-312,137,701
Active participant vested funding target2021-12-319,901,358
Number of active participants2021-12-31128
Total funding liabilities for active participants2021-12-3111,830,551
Total participant count2021-12-31169
Total funding target for all participants2021-12-3125,262,199
Balance at beginning of prior year after applicable adjustments2021-12-312,669,534
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3121,227,045
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,669,534
Amount remaining of prefunding balance2021-12-3121,227,045
Present value of excess contributions2021-12-313,707,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,916,217
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-313,047,807
Balance of prefunding at beginning of current year2021-12-3124,234,917
Total employer contributions2021-12-315,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-315,022,624
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,394,275
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-315,022,624
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01169
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2020 401k membership
Market value of plan assets2020-12-3154,025,087
Acturial value of plan assets2020-12-3152,154,792
Funding target for retired participants and beneficiaries receiving payment2020-12-319,538,536
Number of terminated vested participants2020-12-3117
Fundng target for terminated vested participants2020-12-311,694,290
Active participant vested funding target2020-12-3110,403,900
Number of active participants2020-12-31124
Total funding liabilities for active participants2020-12-3112,114,811
Total participant count2020-12-31161
Total funding target for all participants2020-12-3123,347,637
Balance at beginning of prior year after applicable adjustments2020-12-312,283,019
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3118,153,635
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-312,283,019
Amount remaining of prefunding balance2020-12-3118,153,635
Present value of excess contributions2020-12-311,546,143
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,635,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-312,669,534
Balance of prefunding at beginning of current year2020-12-3121,227,045
Total employer contributions2020-12-313,907,436
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,707,486
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,306,015
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-313,707,486
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2019 401k membership
Market value of plan assets2019-12-3145,351,486
Acturial value of plan assets2019-12-3147,260,368
Funding target for retired participants and beneficiaries receiving payment2019-12-319,343,570
Number of terminated vested participants2019-12-3115
Fundng target for terminated vested participants2019-12-31800,503
Active participant vested funding target2019-12-318,744,386
Number of active participants2019-12-31116
Total funding liabilities for active participants2019-12-3110,321,722
Total participant count2019-12-31150
Total funding target for all participants2019-12-3120,465,795
Balance at beginning of prior year after applicable adjustments2019-12-312,368,277
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3118,831,572
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-312,368,277
Amount remaining of prefunding balance2019-12-3118,831,572
Present value of excess contributions2019-12-315,175,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,484,890
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-312,283,019
Balance of prefunding at beginning of current year2019-12-3118,153,635
Total employer contributions2019-12-311,631,886
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,546,143
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,115,053
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,546,143
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2018 401k membership
Market value of plan assets2018-12-3141,999,987
Acturial value of plan assets2018-12-3140,244,106
Funding target for retired participants and beneficiaries receiving payment2018-12-318,164,063
Number of terminated vested participants2018-12-3113
Fundng target for terminated vested participants2018-12-31685,350
Active participant vested funding target2018-12-317,724,861
Number of active participants2018-12-31105
Total funding liabilities for active participants2018-12-319,178,936
Total participant count2018-12-31136
Total funding target for all participants2018-12-3118,028,349
Balance at beginning of prior year after applicable adjustments2018-12-312,732,820
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3116,523,271
Amount remaining of carryover balance2018-12-312,732,820
Amount remaining of prefunding balance2018-12-3116,523,271
Present value of excess contributions2018-12-313,048,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,235,427
Reductions in caryover balances due to elections or deemed elections2018-12-31746,318
Balance of carryovers at beginning of current year2018-12-312,368,277
Balance of prefunding at beginning of current year2018-12-3118,831,572
Total employer contributions2018-12-315,469,227
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,175,889
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,015,908
Contributions allocatedtoward minimum required contributions for current year2018-12-315,175,889
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01150
Total participants2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2017 401k membership
Market value of plan assets2017-12-3134,543,944
Acturial value of plan assets2017-12-3135,119,528
Funding target for retired participants and beneficiaries receiving payment2017-12-317,453,151
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-31541,920
Active participant vested funding target2017-12-316,009,930
Number of active participants2017-12-3194
Total funding liabilities for active participants2017-12-317,090,374
Total participant count2017-12-31124
Total funding target for all participants2017-12-3115,085,445
Balance at beginning of prior year after applicable adjustments2017-12-312,721,294
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3115,440,866
Amount remaining of carryover balance2017-12-312,721,294
Amount remaining of prefunding balance2017-12-3115,440,866
Present value of excess contributions2017-12-311,374,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,461,583
Reductions in caryover balances due to elections or deemed elections2017-12-31179,237
Balance of carryovers at beginning of current year2017-12-312,732,820
Balance of prefunding at beginning of current year2017-12-3116,523,271
Total employer contributions2017-12-313,225,934
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,048,264
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31777,992
Contributions allocatedtoward minimum required contributions for current year2017-12-313,048,264
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01105
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01136
Total participants2017-01-01136
2016: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2016 401k membership
Market value of plan assets2016-12-3131,431,049
Acturial value of plan assets2016-12-3132,690,887
Funding target for retired participants and beneficiaries receiving payment2016-12-317,219,444
Number of terminated vested participants2016-12-3113
Fundng target for terminated vested participants2016-12-31514,070
Active participant vested funding target2016-12-314,983,961
Number of active participants2016-12-3187
Total funding liabilities for active participants2016-12-315,926,852
Total participant count2016-12-31115
Total funding target for all participants2016-12-3113,660,366
Balance at beginning of prior year after applicable adjustments2016-12-312,709,103
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3114,452,551
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,709,103
Amount remaining of prefunding balance2016-12-3114,452,551
Present value of excess contributions2016-12-31867,010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31923,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31923,279
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-312,721,294
Balance of prefunding at beginning of current year2016-12-3115,440,866
Total employer contributions2016-12-311,456,941
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,374,702
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31656,354
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-311,374,702
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-01-0192
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-01-0188
Total number of active participants reported on line 7a of the Form 55002010-01-0180
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-01-0183
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION

Measure Date Value
2022 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-14,356,271
Total unrealized appreciation/depreciation of assets2022-12-31$-14,356,271
Total transfer of assets from this plan2022-12-31$16,206
Total income from all sources (including contributions)2022-12-31$-8,347,299
Total loss/gain on sale of assets2022-12-31$1,749,672
Total of all expenses incurred2022-12-31$848,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$848,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,742,609
Value of total assets at end of year2022-12-31$67,478,020
Value of total assets at beginning of year2022-12-31$76,690,412
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,516,691
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$1,516,691
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,002,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$95,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$27,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,196,186
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,478,020
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,690,412
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,815,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,103,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,566,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,559,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,559,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$2,742,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$848,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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
Aggregate proceeds on sale of assets2022-12-31$11,924,495
Aggregate carrying amount (costs) on sale of assets2022-12-31$10,174,823
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2022-12-31521446779
2021 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,929,588
Total unrealized appreciation/depreciation of assets2021-12-31$2,929,588
Total income from all sources (including contributions)2021-12-31$12,547,283
Total loss/gain on sale of assets2021-12-31$3,418,975
Total of all expenses incurred2021-12-31$782,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$780,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,300,000
Value of total assets at end of year2021-12-31$76,690,412
Value of total assets at beginning of year2021-12-31$64,925,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,719
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$898,720
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$898,720
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,002,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$27,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$66,322
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$11,765,028
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,690,412
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,925,384
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$1,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,103,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,066,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,559,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,792,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,792,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$5,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$780,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
Aggregate proceeds on sale of assets2021-12-31$12,347,885
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,928,910
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2021-12-31521446779
2020 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,113,160
Total unrealized appreciation/depreciation of assets2020-12-31$5,113,160
Total income from all sources (including contributions)2020-12-31$11,556,508
Total loss/gain on sale of assets2020-12-31$1,592,727
Total of all expenses incurred2020-12-31$656,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$639,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,916,193
Value of total assets at end of year2020-12-31$64,925,384
Value of total assets at beginning of year2020-12-31$54,025,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,533
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$934,428
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$934,428
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,002,000
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$66,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$34,227
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$10,900,296
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,925,384
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,025,088
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$16,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,066,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,269,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,792,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,721,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,721,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$3,907,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$637,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Aggregate proceeds on sale of assets2020-12-31$11,888,695
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,295,968
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2020-12-31521446779
2019 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,534,139
Total unrealized appreciation/depreciation of assets2019-12-31$4,534,139
Total income from all sources (including contributions)2019-12-31$9,312,561
Total of all expenses incurred2019-12-31$638,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$616,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,658,063
Value of total assets at end of year2019-12-31$54,025,088
Value of total assets at beginning of year2019-12-31$45,351,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,942
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,022,866
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
Value of fidelity bond cover2019-12-31$1,002,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$34,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$46,539
Other income not declared elsewhere2019-12-31$20,349
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$8,673,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,025,088
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,351,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,269,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,820,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,721,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,484,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,484,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,077,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,631,886
Income. Dividends from common stock2019-12-31$1,022,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$616,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2019-12-31521446779
2018 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,966,166
Total unrealized appreciation/depreciation of assets2018-12-31$-4,966,166
Total income from all sources (including contributions)2018-12-31$4,015,332
Total of all expenses incurred2018-12-31$676,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$617,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,530,249
Value of total assets at end of year2018-12-31$45,351,485
Value of total assets at beginning of year2018-12-31$42,012,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,374
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$779,673
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$1,002,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$12,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$46,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$39,833
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$3,339,319
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,351,485
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,012,166
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$58,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,820,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,948,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,484,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,023,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,023,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,671,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,469,227
Income. Dividends from common stock2018-12-31$779,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$605,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2018-12-31521446779
2017 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,110,187
Total unrealized appreciation/depreciation of assets2017-12-31$2,110,187
Total income from all sources (including contributions)2017-12-31$8,073,960
Total of all expenses incurred2017-12-31$605,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$565,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,268,973
Value of total assets at end of year2017-12-31$42,012,166
Value of total assets at beginning of year2017-12-31$34,543,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$609,872
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$1,002,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$39,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,146
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$7,468,222
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,012,166
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,543,944
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$40,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,948,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,012,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,023,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,499,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,499,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,084,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$3,225,934
Income. Dividends from common stock2017-12-31$609,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$565,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2017-12-31521446779
2016 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2016 401k financial data
Transfers to/from the plan2016-12-31$-33,165
Total income from all sources2016-12-31$3,648,224
Expenses. Total of all expenses incurred2016-12-31$535,329
Benefits paid (including direct rollovers)2016-12-31$535,329
Total plan assets at end of year2016-12-31$34,543,944
Total plan assets at beginning of year2016-12-31$31,464,214
Value of fidelity bond covering the plan2016-12-31$1,002,000
Other income received2016-12-31$2,191,283
Net income (gross income less expenses)2016-12-31$3,112,895
Net plan assets at end of year (total assets less liabilities)2016-12-31$34,543,944
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$31,464,214
Total contributions received or receivable from employer(s)2016-12-31$1,456,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2015 401k financial data
Total income from all sources2015-12-31$1,057,411
Expenses. Total of all expenses incurred2015-12-31$508,729
Benefits paid (including direct rollovers)2015-12-31$508,729
Total plan assets at end of year2015-12-31$31,464,214
Total plan assets at beginning of year2015-12-31$30,915,532
Value of fidelity bond covering the plan2015-12-31$1,002,000
Other income received2015-12-31$136,832
Net income (gross income less expenses)2015-12-31$548,682
Net plan assets at end of year (total assets less liabilities)2015-12-31$31,464,214
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$30,915,532
Total contributions received or receivable from employer(s)2015-12-31$920,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2014 401k financial data
Total income from all sources2014-12-31$5,221,457
Expenses. Total of all expenses incurred2014-12-31$312,174
Benefits paid (including direct rollovers)2014-12-31$312,174
Total plan assets at end of year2014-12-31$30,915,532
Total plan assets at beginning of year2014-12-31$26,006,249
Value of fidelity bond covering the plan2014-12-31$1,002,000
Other income received2014-12-31$1,945,807
Net income (gross income less expenses)2014-12-31$4,909,283
Net plan assets at end of year (total assets less liabilities)2014-12-31$30,915,532
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$26,006,249
Total contributions received or receivable from employer(s)2014-12-31$3,275,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2013 401k financial data
Total income from all sources2013-12-31$6,990,189
Expenses. Total of all expenses incurred2013-12-31$286,786
Benefits paid (including direct rollovers)2013-12-31$286,786
Total plan assets at end of year2013-12-31$26,006,249
Total plan assets at beginning of year2013-12-31$19,302,846
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$3,527,059
Net income (gross income less expenses)2013-12-31$6,703,403
Net plan assets at end of year (total assets less liabilities)2013-12-31$26,006,249
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$19,302,846
Total contributions received or receivable from employer(s)2013-12-31$3,463,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2012 401k financial data
Total income from all sources2012-12-31$2,445,693
Expenses. Total of all expenses incurred2012-12-31$168,870
Benefits paid (including direct rollovers)2012-12-31$168,247
Total plan assets at end of year2012-12-31$19,302,846
Total plan assets at beginning of year2012-12-31$17,026,023
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$623
Other income received2012-12-31$1,934,362
Net income (gross income less expenses)2012-12-31$2,276,823
Net plan assets at end of year (total assets less liabilities)2012-12-31$19,302,846
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$17,026,023
Total contributions received or receivable from employer(s)2012-12-31$511,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2011 401k financial data
Total income from all sources2011-12-31$1,360,676
Expenses. Total of all expenses incurred2011-12-31$159,945
Benefits paid (including direct rollovers)2011-12-31$159,264
Total plan assets at end of year2011-12-31$17,026,023
Total plan assets at beginning of year2011-12-31$15,825,292
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$681
Other income received2011-12-31$174,776
Net income (gross income less expenses)2011-12-31$1,200,731
Net plan assets at end of year (total assets less liabilities)2011-12-31$17,026,023
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$15,825,292
Total contributions received or receivable from employer(s)2011-12-31$1,185,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2010 401k financial data
Total income from all sources2010-12-31$2,137,978
Expenses. Total of all expenses incurred2010-12-31$177,203
Benefits paid (including direct rollovers)2010-12-31$176,661
Total plan assets at end of year2010-12-31$15,825,292
Total plan assets at beginning of year2010-12-31$13,864,517
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$542
Other income received2010-12-31$1,650,605
Net income (gross income less expenses)2010-12-31$1,960,775
Net plan assets at end of year (total assets less liabilities)2010-12-31$15,825,292
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,864,517
Total contributions received or receivable from employer(s)2010-12-31$487,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 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 RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION

2022: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF TENNESSEE RURAL HEALTH IMPROVEMENT ASSOCIATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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