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SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 401k Plan overview

Plan NameSANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN
Plan identification number 001

SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SANTA ROSA COMMUNITY HEALTH CENTERS has sponsored the creation of one or more 401k plans.

Company Name:SANTA ROSA COMMUNITY HEALTH CENTERS
Employer identification number (EIN):680365296
NAIC Classification:624200

Additional information about SANTA ROSA COMMUNITY HEALTH CENTERS

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1994-05-31
Company Identification Number: C1890925
Legal Registered Office Address: 3569 Round Barn Circle

Santa Rosa
United States of America (USA)
95403

More information about SANTA ROSA COMMUNITY HEALTH CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN

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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HAROLD BROCKMAN
0012016-01-01HAROLD BROCKMAN
0012015-01-01HAROLD BROCKMAN
0012014-01-01NAOMI FUCHS
0012013-01-01NAOMI FUCHS NAOMI FUCHS2014-10-14
0012012-01-01HAROLD BROCKMAN
0012011-01-01HAROLD BROCKMAN HAROLDBROCKMAN2012-09-26
0012009-01-01MAGGIE BRICKNER

Plan Statistics for SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN

401k plan membership statisitcs for SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN

Measure Date Value
2022: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01692
Total number of active participants reported on line 7a of the Form 55002022-01-01283
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01202
Total of all active and inactive participants2022-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01485
Number of participants with account balances2022-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01656
Total number of active participants reported on line 7a of the Form 55002021-01-01515
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01692
Number of participants with account balances2021-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01637
Total number of active participants reported on line 7a of the Form 55002020-01-01506
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01656
Number of participants with account balances2020-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01626
Total number of active participants reported on line 7a of the Form 55002019-01-01506
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01131
Total of all active and inactive participants2019-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01637
Number of participants with account balances2019-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01517
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01626
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01552
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01270
Number of participants with account balances2017-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01483
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01552
Number of participants with account balances2016-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01454
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01373
Total number of active participants reported on line 7a of the Form 55002014-01-01402
Number of retired or separated participants receiving benefits2014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01454
Number of participants with account balances2014-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01330
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01373
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01313
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01278
Total number of active participants reported on line 7a of the Form 55002011-01-01289
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01351
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01234
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN

Measure Date Value
2022 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,036,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,709,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,704,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,118,730
Value of total assets at end of year2022-12-31$23,125,907
Value of total assets at beginning of year2022-12-31$26,871,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,660
Total interest from all sources2022-12-31$27,441
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$554,288
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$554,288
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,759,360
Participant contributions at end of year2022-12-31$404,170
Participant contributions at beginning of year2022-12-31$162,851
Participant contributions at end of year2022-12-31$53,588
Participant contributions at beginning of year2022-12-31$57,768
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$291,322
Other income not declared elsewhere2022-12-31$3,994
Administrative expenses (other) incurred2022-12-31$4,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,745,836
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,125,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,871,743
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$21,133,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,142,117
Interest on participant loans2022-12-31$9,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,270,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,464,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,464,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$220,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,740,859
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$1,068,048
Employer contributions (assets) at end of year2022-12-31$43,770
Employer contributions (assets) at beginning of year2022-12-31$34,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,704,770
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 name2022-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31472718509
2021 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,749,622
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,768,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,765,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,931,838
Value of total assets at end of year2021-12-31$26,871,743
Value of total assets at beginning of year2021-12-31$22,890,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,990
Total interest from all sources2021-12-31$7,844
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,848,042
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$1,848,042
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,700,680
Participant contributions at end of year2021-12-31$162,851
Participant contributions at beginning of year2021-12-31$172,231
Participant contributions at end of year2021-12-31$57,768
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$249,427
Administrative expenses (other) incurred2021-12-31$2,990
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$3,981,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,871,743
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,890,430
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$25,142,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,387,691
Interest on participant loans2021-12-31$7,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,464,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,330,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,330,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$961,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$981,731
Employer contributions (assets) at end of year2021-12-31$34,273
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,765,319
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 name2021-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31472718509
2020 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$5,179,068
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,220,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,218,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,520,912
Value of total assets at end of year2020-12-31$22,890,430
Value of total assets at beginning of year2020-12-31$18,931,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,382
Total interest from all sources2020-12-31$14,457
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$552,284
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$552,284
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,415,298
Participant contributions at end of year2020-12-31$172,231
Participant contributions at beginning of year2020-12-31$206,785
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,380
Administrative expenses (other) incurred2020-12-31$2,382
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$3,958,524
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,890,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,931,906
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$21,387,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,764,138
Interest on participant loans2020-12-31$7,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,330,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$960,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$960,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,091,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$905,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,218,162
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 name2020-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31472718509
2019 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$6,216,217
Total income from all sources (including contributions)2019-12-31$6,216,217
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,313,322
Total of all expenses incurred2019-12-31$1,313,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,252,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,252,556
Value of total corrective distributions2019-12-31$58,056
Value of total corrective distributions2019-12-31$58,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,420,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,420,184
Value of total assets at end of year2019-12-31$18,931,906
Value of total assets at end of year2019-12-31$18,931,906
Value of total assets at beginning of year2019-12-31$14,029,011
Value of total assets at beginning of year2019-12-31$14,029,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,710
Total interest from all sources2019-12-31$25,713
Total interest from all sources2019-12-31$25,713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$433,429
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$433,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$433,429
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$433,429
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,466,546
Contributions received from participants2019-12-31$1,466,546
Participant contributions at end of year2019-12-31$206,785
Participant contributions at end of year2019-12-31$206,785
Participant contributions at beginning of year2019-12-31$187,115
Participant contributions at beginning of year2019-12-31$187,115
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,107,134
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,107,134
Administrative expenses (other) incurred2019-12-31$2,710
Administrative expenses (other) incurred2019-12-31$2,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,902,895
Value of net income/loss2019-12-31$4,902,895
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,931,906
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,931,906
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,029,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,029,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,764,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,764,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,077,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,077,334
Interest on participant loans2019-12-31$7,083
Interest on participant loans2019-12-31$7,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$960,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$960,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$764,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$764,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$764,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$764,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,336,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,336,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$846,504
Contributions received in cash from employer2019-12-31$846,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,252,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,252,556
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JWT & ASSOCIATES, LLP
Accountancy firm name2019-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31472718509
Accountancy firm EIN2019-12-31472718509
2018 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$1,379,880
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$581,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$554,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,091,934
Value of total assets at end of year2018-12-31$14,029,011
Value of total assets at beginning of year2018-12-31$13,230,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,580
Total interest from all sources2018-12-31$17,516
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$422,488
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$422,488
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,317,689
Participant contributions at end of year2018-12-31$187,115
Participant contributions at beginning of year2018-12-31$137,486
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$495
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,093
Administrative expenses (other) incurred2018-12-31$27,580
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$798,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,029,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,230,773
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$13,077,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,260,721
Interest on participant loans2018-12-31$2,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$764,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$831,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$831,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,152,058
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$739,152
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$554,062
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 name2018-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31472718509
2017 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$4,389,713
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$823,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$807,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,881,481
Value of total assets at end of year2017-12-31$13,230,773
Value of total assets at beginning of year2017-12-31$9,664,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,058
Total interest from all sources2017-12-31$11,877
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$286,098
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$286,098
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,204,639
Participant contributions at end of year2017-12-31$137,486
Participant contributions at beginning of year2017-12-31$183,278
Participant contributions at end of year2017-12-31$495
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,022,874
Administrative expenses (other) incurred2017-12-31$16,058
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$3,566,188
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,230,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,664,585
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$12,260,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,033,086
Interest on participant loans2017-12-31$6,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$831,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$448,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$448,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,210,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$653,968
Employer contributions (assets) at end of year2017-12-31$381
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$807,467
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 name2017-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31472718509
2016 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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$2,399,447
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$433,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$431,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,750,000
Value of total assets at end of year2016-12-31$9,664,585
Value of total assets at beginning of year2016-12-31$7,698,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,675
Total interest from all sources2016-12-31$4,182
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$217,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$217,410
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$1,054,594
Participant contributions at end of year2016-12-31$183,278
Participant contributions at beginning of year2016-12-31$149,010
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$127,357
Administrative expenses (other) incurred2016-12-31$1,675
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$1,966,325
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,664,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,698,260
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$9,033,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,483,923
Interest on participant loans2016-12-31$3,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$448,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$65,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$65,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$427,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$568,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$431,447
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 name2016-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31472718509
2015 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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$1,462,538
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$59,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,528,612
Value of total assets at end of year2015-12-31$7,698,260
Value of total assets at beginning of year2015-12-31$6,295,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,055
Total interest from all sources2015-12-31$4,353
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$233,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$233,013
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$1,023,492
Participant contributions at end of year2015-12-31$149,010
Participant contributions at beginning of year2015-12-31$75,617
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$77,221
Administrative expenses (other) incurred2015-12-31$1,055
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$1,403,081
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,698,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,295,179
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$7,483,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,190,584
Interest on participant loans2015-12-31$4,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$65,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-303,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$427,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,402
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 name2015-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31472718509
2014 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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$1,491,899
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$417,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$414,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,097,925
Value of total assets at end of year2014-12-31$6,295,179
Value of total assets at beginning of year2014-12-31$5,221,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,913
Total interest from all sources2014-12-31$1,495
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$140,969
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$140,969
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$784,092
Participant contributions at end of year2014-12-31$75,617
Participant contributions at beginning of year2014-12-31$158,769
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,393
Administrative expenses (other) incurred2014-12-31$2,913
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$1,074,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,295,179
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,221,093
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$6,190,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,027,940
Interest on participant loans2014-12-31$1,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$34,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$34,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$251,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$281,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$414,900
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 name2014-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31472718509
2013 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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$1,550,452
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$109,161
Value of total corrective distributions2013-12-31$1,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,022,398
Value of total assets at end of year2013-12-31$5,221,093
Value of total assets at beginning of year2013-12-31$3,896,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,851
Total interest from all sources2013-12-31$30,800
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$83,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$83,364
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$711,753
Participant contributions at end of year2013-12-31$158,769
Participant contributions at beginning of year2013-12-31$130,229
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,980
Administrative expenses (other) incurred2013-12-31$115,851
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$1,324,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,221,093
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,896,681
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$5,027,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,419,298
Interest earned on other investments2013-12-31$30,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$34,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,347,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$413,890
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$261,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$109,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31TCA PARTNERS, LLP
Accountancy firm EIN2013-12-31202707086
2012 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,083,994
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$226,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$222,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$812,941
Value of total assets at end of year2012-12-31$3,896,681
Value of total assets at beginning of year2012-12-31$3,038,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,029
Total interest from all sources2012-12-31$37,536
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,405
Participant contributions at end of year2012-12-31$130,229
Participant contributions at beginning of year2012-12-31$116,531
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$857,802
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,896,681
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,038,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,419,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,708,119
Interest earned on other investments2012-12-31$37,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,347,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,214,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$233,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$214,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,163
Contract administrator fees2012-12-31$4,029
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TCA PARTNERS, LLP
Accountancy firm EIN2012-12-31202707086
2011 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$801,861
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$89,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$86,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$780,721
Value of total assets at end of year2011-12-31$3,038,879
Value of total assets at beginning of year2011-12-31$2,326,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,725
Total interest from all sources2011-12-31$31,911
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$490,421
Participant contributions at end of year2011-12-31$116,531
Participant contributions at beginning of year2011-12-31$72,497
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$114,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$712,187
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,038,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,326,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,708,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,346,668
Interest earned on other investments2011-12-31$31,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,214,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$907,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$175,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$86,949
Contract administrator fees2011-12-31$2,725
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PATEL AND ASSOCIATES
Accountancy firm EIN2011-12-31943675707
2010 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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$837,969
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$256,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$254,147
Value of total corrective distributions2010-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$640,104
Value of total assets at end of year2010-12-31$2,326,692
Value of total assets at beginning of year2010-12-31$1,745,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,546
Total interest from all sources2010-12-31$24,951
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$348,035
Participant contributions at end of year2010-12-31$72,497
Participant contributions at beginning of year2010-12-31$52,402
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$172,709
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$581,211
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,326,692
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,745,481
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$1,346,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,135,388
Interest earned on other investments2010-12-31$24,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$907,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$557,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$172,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$119,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$254,147
Contract administrator fees2010-12-31$2,546
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 name2010-12-31PATEL AND ASSOCIATES
Accountancy firm EIN2010-12-31943675707
2009 : SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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 SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN

2022: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815139
Policy instance 1
Insurance contract or identification number815139
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815139
Policy instance 1
Insurance contract or identification number815139
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 32957
Policy instance 1
Insurance contract or identification numberCR 32957
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $29,054
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $29,054
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 32957
Policy instance 1
Insurance contract or identification numberCR 32957
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30,495
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,495
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 32957
Policy instance 1
Insurance contract or identification numberCR 32957
Number of Individuals Covered138
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,435
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 32957
Policy instance 1
Insurance contract or identification numberCR 32957
Number of Individuals Covered108
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,858
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,858
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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