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KING'S DAUGHTERS HOSPITAL 403B PLAN 401k Plan overview

Plan NameKING'S DAUGHTERS HOSPITAL 403B PLAN
Plan identification number 002

KING'S DAUGHTERS HOSPITAL 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.

401k Sponsoring company profile

KING'S DAUGHTERS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:KING'S DAUGHTERS HOSPITAL
Employer identification number (EIN):640844470
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about KING'S DAUGHTERS HOSPITAL

Jurisdiction of Incorporation: Mississippi Secretary of State
Incorporation Date:
Company Identification Number: 586140

More information about KING'S DAUGHTERS HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KING'S DAUGHTERS HOSPITAL 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01REBECCA NORMAN2022-10-13
0022020-01-01REBECCA NORMAN2021-10-15
0022019-01-01STEPHANIE WASHINGTON2020-10-08
0022018-01-01STEPHANIE WASHINGTON2019-10-07
0022017-01-01STEPHANIE WASHINGTON
0022016-01-01SEAN JOHNSON
0022015-01-01SEAN JOHNSON
0022014-01-01SEAN JOHNSON
0022013-01-01SEAN JOHNSON
0022009-01-01DARL W WEAVER
0022008-01-01DARL W WEAVER

Plan Statistics for KING'S DAUGHTERS HOSPITAL 403B PLAN

401k plan membership statisitcs for KING'S DAUGHTERS HOSPITAL 403B PLAN

Measure Date Value
2017: KING'S DAUGHTERS HOSPITAL 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01245
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01234
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KING'S DAUGHTERS HOSPITAL 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KING'S DAUGHTERS HOSPITAL 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01256
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Number of participants with account balances2015-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KING'S DAUGHTERS HOSPITAL 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01273
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KING'S DAUGHTERS HOSPITAL 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01226
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: KING'S DAUGHTERS HOSPITAL 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01152
Total participants2009-01-01152
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: KING'S DAUGHTERS HOSPITAL 403B PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010

Financial Data on KING'S DAUGHTERS HOSPITAL 403B PLAN

Measure Date Value
2017 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$182,062
Total of all expenses incurred2017-12-31$791,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$786,451
Value of total assets at end of year2017-12-31$1,285,579
Value of total assets at beginning of year2017-12-31$1,894,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,667
Total interest from all sources2017-12-31$9,555
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 bond2017-12-31No
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
Participant contributions at end of year2017-12-31$8,198
Participant contributions at beginning of year2017-12-31$19,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-609,056
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,285,579
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,894,635
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$952,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,389,544
Interest on participant loans2017-12-31$298
Interest earned on other investments2017-12-31$9,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$324,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$485,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$172,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$786,451
Contract administrator fees2017-12-31$4,667
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 name2017-12-31WAKINS, WARD AND STAFFORD, PLLC
Accountancy firm EIN2017-12-31640394922
2016 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$234,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,504,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,495,331
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,782
Value of total assets at end of year2016-12-31$1,894,635
Value of total assets at beginning of year2016-12-31$3,163,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,682
Total interest from all sources2016-12-31$18,274
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,673
Participant contributions at end of year2016-12-31$19,694
Participant contributions at beginning of year2016-12-31$9,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,269,171
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,894,635
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,163,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,389,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,336,883
Interest on participant loans2016-12-31$408
Interest earned on other investments2016-12-31$17,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$485,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$817,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$192,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,495,331
Contract administrator fees2016-12-31$8,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WATKINS, WARD AND STAFFORD, PLLC
Accountancy firm EIN2016-12-31640394922
2015 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$507,501
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$590,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$583,828
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,001
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$541,070
Value of total assets at end of year2015-12-31$3,163,806
Value of total assets at beginning of year2015-12-31$3,246,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,731
Total interest from all sources2015-12-31$22,248
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$365,402
Participant contributions at end of year2015-12-31$9,180
Participant contributions at beginning of year2015-12-31$10,509
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,147
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-83,057
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,163,806
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,246,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,336,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,304,155
Interest on participant loans2015-12-31$291
Interest earned on other investments2015-12-31$21,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$817,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$932,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$164,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$583,828
Contract administrator fees2015-12-31$7,731
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WATKINS, WARD AND STAFFORD, PLLC
Accountancy firm EIN2015-12-31640394922
2014 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$482,417
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$100,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,611
Expenses. Certain deemed distributions of participant loans2014-12-31$7,042
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$351,926
Value of total assets at end of year2014-12-31$3,246,863
Value of total assets at beginning of year2014-12-31$2,864,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,888
Total interest from all sources2014-12-31$22,048
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$221,924
Participant contributions at end of year2014-12-31$10,509
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$7,230
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$381,876
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,246,863
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,864,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,304,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,086,339
Interest on participant loans2014-12-31$563
Interest earned on other investments2014-12-31$21,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$932,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$771,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$130,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,611
Contract administrator fees2014-12-31$3,888
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WATKINS, WARD AND STAFFORD, PLLC
Accountancy firm EIN2014-12-31640394922
2013 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$811,908
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$135,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$112,271
Expenses. Certain deemed distributions of participant loans2013-12-31$20,190
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$400,571
Value of total assets at end of year2013-12-31$2,864,987
Value of total assets at beginning of year2013-12-31$2,188,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,024
Total interest from all sources2013-12-31$20,635
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$212,673
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,514
Assets. Loans (other than to participants) at end of year2013-12-31$7,230
Assets. Loans (other than to participants) at beginning of year2013-12-31$23,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$676,423
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,864,987
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,188,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,086,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,463,464
Interest on participant loans2013-12-31$952
Interest earned on other investments2013-12-31$19,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$771,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$701,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$390,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$125,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,271
Contract administrator fees2013-12-31$3,024
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WATKINS, WARD AND STAFFORD, PLLC.
Accountancy firm EIN2013-12-31640394922
2010 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$318,822
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$55,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$54,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$193,811
Value of total assets at end of year2010-12-31$1,376,691
Value of total assets at beginning of year2010-12-31$1,113,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,262
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,262
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$175,137
Participant contributions at end of year2010-12-31$82,568
Participant contributions at beginning of year2010-12-31$54,672
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,674
Other income not declared elsewhere2010-12-31$14,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$263,305
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,376,691
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,113,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$948,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$758,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$345,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$300,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$110,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$54,255
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WATKINSN WARD & STAFFORD
Accountancy firm EIN2010-12-31640394922
2009 : KING'S DAUGHTERS HOSPITAL 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KING'S DAUGHTERS HOSPITAL 403B PLAN

2017: KING'S DAUGHTERS HOSPITAL 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: KING'S DAUGHTERS HOSPITAL 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: KING'S DAUGHTERS HOSPITAL 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: KING'S DAUGHTERS HOSPITAL 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: KING'S DAUGHTERS HOSPITAL 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2009: KING'S DAUGHTERS HOSPITAL 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: KING'S DAUGHTERS HOSPITAL 403B PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57274
Policy instance 1
Insurance contract or identification number57274
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $56
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57274
Policy instance 1
Insurance contract or identification number57274
Number of Individuals Covered191
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,051
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,632
Insurance broker organization code?3
Insurance broker nameSWINDELL, J. RYAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57274
Policy instance 1
Insurance contract or identification number57274
Number of Individuals Covered142
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,968
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,742
Insurance broker organization code?3
Insurance broker nameMAXWELL, JAMES B
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57274
Policy instance 1
Insurance contract or identification number57274
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,884
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,993
Insurance broker organization code?3
Insurance broker nameLOFTON, JEFFREY W
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number5274
Policy instance 1
Insurance contract or identification number5274
Number of Individuals Covered122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,365
Total amount of fees paid to insurance companyUSD $3
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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