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SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameSOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN
Plan identification number 001

SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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

SOUTH TEXAS RURAL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH TEXAS RURAL HEALTH SERVICES, INC.
Employer identification number (EIN):741905196
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about SOUTH TEXAS RURAL HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-12-31
Company Identification Number: 0037286501
Legal Registered Office Address: 611 THORNTON

COTULLA
United States of America (USA)
78014

More information about SOUTH TEXAS RURAL HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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
0012019-01-01
0012018-01-01ALFREDO ZAMORA
0012017-01-01ALFREDO ZAMORA
0012016-01-01ALFREDO ZAMORA
0012015-01-01ALFREDO ZAMORA
0012014-01-01ALFREDO ZAMORA
0012013-01-01ALFREDO ZAMORA
0012012-01-01ALFREDO ZAMORA
0012011-01-01ALFREDO ZAMORA
0012009-01-01ALFREDO ZAMORA

Plan Statistics for SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2022: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01101
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0193
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01114
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01103
Number of participants with account balances2021-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01107
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01118
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01107
Number of participants with account balances2019-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01106
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01110
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01110
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01112
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01107
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01123
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01112
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0195
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0181
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0177
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01106
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01111
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0190
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0193
Number of participants with account balances2009-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2022 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources2022-12-31$43,579
Expenses. Total of all expenses incurred2022-12-31$457,508
Benefits paid (including direct rollovers)2022-12-31$452,463
Total plan assets at end of year2022-12-31$1,338,418
Total plan assets at beginning of year2022-12-31$1,752,347
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$93,902
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$3,901
Other income received2022-12-31$-137,862
Net income (gross income less expenses)2022-12-31$-413,929
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,338,418
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,752,347
Assets. Value of participant loans2022-12-31$51,795
Total contributions received or receivable from employer(s)2022-12-31$83,638
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,045
2021 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$326,433
Expenses. Total of all expenses incurred2021-12-31$131,070
Benefits paid (including direct rollovers)2021-12-31$120,305
Total plan assets at end of year2021-12-31$1,752,347
Total plan assets at beginning of year2021-12-31$1,556,984
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$93,381
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$132,743
Net income (gross income less expenses)2021-12-31$195,363
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,752,347
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,556,984
Assets. Value of participant loans2021-12-31$64,400
Total contributions received or receivable from employer(s)2021-12-31$100,309
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,765
2020 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$293,350
Expenses. Total of all expenses incurred2020-12-31$106,295
Benefits paid (including direct rollovers)2020-12-31$101,797
Total plan assets at end of year2020-12-31$1,556,984
Total plan assets at beginning of year2020-12-31$1,369,929
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$99,490
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$108,402
Net income (gross income less expenses)2020-12-31$187,055
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,556,984
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,369,929
Assets. Value of participant loans2020-12-31$40,938
Total contributions received or receivable from employer(s)2020-12-31$85,458
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,498
2019 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$282,637
Expenses. Total of all expenses incurred2019-12-31$99,429
Benefits paid (including direct rollovers)2019-12-31$92,670
Total plan assets at end of year2019-12-31$1,369,929
Total plan assets at beginning of year2019-12-31$1,186,721
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$79,873
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$138,769
Net income (gross income less expenses)2019-12-31$183,208
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,369,929
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,186,721
Assets. Value of participant loans2019-12-31$30,745
Total contributions received or receivable from employer(s)2019-12-31$63,995
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,759
2018 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$120,213
Expenses. Total of all expenses incurred2018-12-31$245,194
Benefits paid (including direct rollovers)2018-12-31$238,795
Total plan assets at end of year2018-12-31$1,186,721
Total plan assets at beginning of year2018-12-31$1,311,702
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$86,103
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$136
Other income received2018-12-31$-52,504
Net income (gross income less expenses)2018-12-31$-124,981
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,186,721
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,311,702
Assets. Value of participant loans2018-12-31$43,976
Total contributions received or receivable from employer(s)2018-12-31$86,478
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,399
2017 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$266,119
Expenses. Total of all expenses incurred2017-12-31$180,102
Benefits paid (including direct rollovers)2017-12-31$175,687
Total plan assets at end of year2017-12-31$1,311,702
Total plan assets at beginning of year2017-12-31$1,225,685
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$101,143
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$99,323
Net income (gross income less expenses)2017-12-31$86,017
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,311,702
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,225,685
Assets. Value of participant loans2017-12-31$30,150
Total contributions received or receivable from employer(s)2017-12-31$65,653
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,415
2016 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$251,297
Expenses. Total of all expenses incurred2016-12-31$756,990
Benefits paid (including direct rollovers)2016-12-31$751,377
Total plan assets at end of year2016-12-31$1,225,685
Total plan assets at beginning of year2016-12-31$1,731,378
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$107,277
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$39,873
Net income (gross income less expenses)2016-12-31$-505,693
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,225,685
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,731,378
Assets. Value of participant loans2016-12-31$44,327
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$180
Total contributions received or receivable from employer(s)2016-12-31$104,147
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,613
2015 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$197,986
Expenses. Total of all expenses incurred2015-12-31$185,126
Benefits paid (including direct rollovers)2015-12-31$179,928
Total plan assets at end of year2015-12-31$1,731,378
Total plan assets at beginning of year2015-12-31$1,718,518
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$96,115
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,427
Net income (gross income less expenses)2015-12-31$12,860
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,731,378
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,718,518
Assets. Value of participant loans2015-12-31$68,944
Total contributions received or receivable from employer(s)2015-12-31$111,298
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,198
2014 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$241,073
Expenses. Total of all expenses incurred2014-12-31$320,750
Benefits paid (including direct rollovers)2014-12-31$312,996
Total plan assets at end of year2014-12-31$1,718,518
Total plan assets at beginning of year2014-12-31$1,798,195
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$88,515
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$691
Other income received2014-12-31$67,763
Net income (gross income less expenses)2014-12-31$-79,677
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,718,518
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,798,195
Assets. Value of participant loans2014-12-31$55,782
Total contributions received or receivable from employer(s)2014-12-31$84,104
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,754
2013 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$322,205
Expenses. Total of all expenses incurred2013-12-31$230,001
Benefits paid (including direct rollovers)2013-12-31$223,713
Total plan assets at end of year2013-12-31$1,798,195
Total plan assets at beginning of year2013-12-31$1,705,991
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$91,455
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$142,527
Net income (gross income less expenses)2013-12-31$92,204
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,798,195
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,705,991
Assets. Value of participant loans2013-12-31$92,712
Total contributions received or receivable from employer(s)2013-12-31$88,223
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$333,704
Expenses. Total of all expenses incurred2012-12-31$86,150
Benefits paid (including direct rollovers)2012-12-31$77,823
Total plan assets at end of year2012-12-31$1,705,991
Total plan assets at beginning of year2012-12-31$1,458,437
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$119,040
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$100,904
Net income (gross income less expenses)2012-12-31$247,554
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,705,991
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,458,437
Assets. Value of participant loans2012-12-31$85,029
Total contributions received or receivable from employer(s)2012-12-31$113,760
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$241,101
Expenses. Total of all expenses incurred2011-12-31$77,796
Benefits paid (including direct rollovers)2011-12-31$73,155
Total plan assets at end of year2011-12-31$1,458,437
Total plan assets at beginning of year2011-12-31$1,295,132
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$109,760
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$28,059
Net income (gross income less expenses)2011-12-31$163,305
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,458,437
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,295,132
Assets. Value of participant loans2011-12-31$138,142
Total contributions received or receivable from employer(s)2011-12-31$103,282
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$249,552
Expenses. Total of all expenses incurred2010-12-31$450,502
Benefits paid (including direct rollovers)2010-12-31$443,381
Total plan assets at end of year2010-12-31$1,295,132
Total plan assets at beginning of year2010-12-31$1,496,082
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$95,693
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$88,379
Net income (gross income less expenses)2010-12-31$-200,950
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,295,132
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,496,082
Assets. Value of participant loans2010-12-31$100,646
Total contributions received or receivable from employer(s)2010-12-31$65,480
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN

2022: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTH TEXAS RURAL HEALTH SERVICES, INC. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,757
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,757
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,973
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,973
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,625
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,526
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,526
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,381
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75615
Policy instance 1
Insurance contract or identification numberG75615
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,345
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC

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