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REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan NameREGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST
Plan identification number 001

REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REGIONAL HEALTH MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:REGIONAL HEALTH MANAGEMENT CORPORATION
Employer identification number (EIN):630819576
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about REGIONAL HEALTH MANAGEMENT CORPORATION

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1981-12-01
Company Identification Number: 085-059
Legal Registered Office Address: 400 E TENTH ST ANNISTON,


United States of America (USA)
36202

More information about REGIONAL HEALTH MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOUIS BASS
0012016-01-01LOUIS BASS2017-10-03
0012015-01-01LOUIS BASS2016-09-12
0012014-01-01LOUIS BASS2015-07-29
0012013-01-01LOUIS BASS2015-09-10
0012012-01-01JAMES LIPSCOMB2013-06-28

Plan Statistics for REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST

Measure Date Value
2022: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01112
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01103
Number of participants with account balances2022-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01106
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01112
Number of participants with account balances2021-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01104
Number of participants with account balances2020-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01106
Number of participants with account balances2019-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01136
Number of participants with account balances2018-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST

Measure Date Value
2022 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$9,029
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$527,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$522,686
Value of total corrective distributions2022-12-31$4,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$406,662
Value of total assets at end of year2022-12-31$2,539,405
Value of total assets at beginning of year2022-12-31$3,058,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$385
Total interest from all sources2022-12-31$9,564
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,641
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$133,641
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$233,777
Participant contributions at end of year2022-12-31$7,536
Participant contributions at beginning of year2022-12-31$10,748
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,066
Other income not declared elsewhere2022-12-31$3,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-518,747
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,539,405
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,058,152
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$1,661,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,271,096
Interest earned on other investments2022-12-31$9,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$839,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$742,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-544,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$145,819
Employer contributions (assets) at end of year2022-12-31$31,329
Employer contributions (assets) at beginning of year2022-12-31$33,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$522,686
Contract administrator fees2022-12-31$385
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2022-12-31260079381
2021 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$711,501
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$215,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$215,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$411,809
Value of total assets at end of year2021-12-31$3,058,152
Value of total assets at beginning of year2021-12-31$2,562,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80
Total interest from all sources2021-12-31$9,056
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$184,948
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$184,948
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$237,316
Participant contributions at end of year2021-12-31$10,748
Participant contributions at beginning of year2021-12-31$12,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,942
Other income not declared elsewhere2021-12-31$2,313
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$496,041
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,058,152
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,562,111
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,271,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,876,472
Interest earned on other investments2021-12-31$9,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$742,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$646,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$103,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$137,551
Employer contributions (assets) at end of year2021-12-31$33,686
Employer contributions (assets) at beginning of year2021-12-31$26,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$215,380
Contract administrator fees2021-12-31$80
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2021-12-31260079381
2020 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$739,097
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$142,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$141,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$461,818
Value of total assets at end of year2020-12-31$2,562,111
Value of total assets at beginning of year2020-12-31$1,965,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$320
Total interest from all sources2020-12-31$14,221
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$93,570
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$93,570
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$234,640
Participant contributions at end of year2020-12-31$12,817
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,636
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$596,887
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,562,111
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,965,224
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,876,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,366,490
Interest earned on other investments2020-12-31$14,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$646,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$572,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$169,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$138,542
Employer contributions (assets) at end of year2020-12-31$26,156
Employer contributions (assets) at beginning of year2020-12-31$26,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$141,890
Contract administrator fees2020-12-31$320
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2020-12-31260079381
2019 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$629,570
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$65,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$65,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,301
Value of total assets at end of year2019-12-31$1,965,224
Value of total assets at beginning of year2019-12-31$1,401,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40
Total interest from all sources2019-12-31$12,259
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$72,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$72,746
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$232,640
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,486
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$563,968
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,965,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,401,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,366,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$909,579
Interest earned on other investments2019-12-31$12,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$572,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$467,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$158,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,175
Employer contributions (assets) at end of year2019-12-31$26,201
Employer contributions (assets) at beginning of year2019-12-31$24,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$65,562
Contract administrator fees2019-12-31$40
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 name2019-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2019-12-31260079381
2018 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$406,696
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$257,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$256,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$454,884
Value of total assets at end of year2018-12-31$1,401,256
Value of total assets at beginning of year2018-12-31$1,251,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$974
Total interest from all sources2018-12-31$7,930
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$72,407
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$268,823
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,332
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$149,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,401,256
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,251,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$909,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$902,876
Interest earned on other investments2018-12-31$7,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$467,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$306,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-128,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$168,729
Employer contributions (assets) at end of year2018-12-31$24,660
Employer contributions (assets) at beginning of year2018-12-31$42,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$256,248
Contract administrator fees2018-12-31$974
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 name2018-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2018-12-31260079381
2017 : REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$799,369
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$88,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$88,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$702,839
Value of total assets at end of year2017-12-31$1,251,782
Value of total assets at beginning of year2017-12-31$541,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$3,613
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$41,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$41,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$263,570
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$237,894
Other income not declared elsewhere2017-12-31$144
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$710,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,251,782
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$541,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$902,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$401,188
Interest earned on other investments2017-12-31$3,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$306,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$140,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$51,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$201,375
Employer contributions (assets) at end of year2017-12-31$42,018
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$88,837
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 name2017-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2017-12-31260079381

Form 5500 Responses for REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST

2022: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REGIONAL HEALTH MANAGEMENT CORPORATION EMPLOYEES SAVINGS TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,329
Insurance broker organization code?6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,191
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,191
Insurance broker organization code?6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,220
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,220
Insurance broker organization code?6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,060
Insurance broker organization code?6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,891
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,891
Insurance broker organization code?6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894303+087
Policy instance 1
Insurance contract or identification number894303+087
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $418
Insurance broker organization code?6
Insurance broker nameVOYA FINANCIAL

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