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SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SUMMIT HEALTHCARE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT HEALTHCARE ASSOCIATION
Employer identification number (EIN):860320447
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SUMMIT HEALTHCARE ASSOCIATION

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: 01038315

More information about SUMMIT HEALTHCARE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID ROTHENBERGER
0012016-01-01 CONNIE KAKAVAS2017-10-16
0012016-01-01
0012015-01-01STANLEY ADAMS CONNIE KAKAVAS2016-10-17
0012014-01-01STANLEY ADAMS CONNIE KAKAVAS2015-10-14
0012013-01-01KURT LOVELESS CONNIE KAKAVAS2014-10-09
0012012-01-01KURT LOVELESS CONNIE KAKAVAS2013-10-14
0012011-01-01CARIE POGUE CONNIE KAKAVAS2012-10-15
0012009-01-01CARIE POGUE

Plan Statistics for SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,462
Total number of active participants reported on line 7a of the Form 55002022-01-011,183
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01247
Total of all active and inactive participants2022-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,441
Number of participants with account balances2022-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,462
Total number of active participants reported on line 7a of the Form 55002021-01-011,183
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01247
Total of all active and inactive participants2021-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,441
Number of participants with account balances2021-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,496
Total number of active participants reported on line 7a of the Form 55002020-01-011,209
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01233
Total of all active and inactive participants2020-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,451
Number of participants with account balances2020-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,357
Total number of active participants reported on line 7a of the Form 55002019-01-011,359
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,496
Number of participants with account balances2019-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,300
Total number of active participants reported on line 7a of the Form 55002018-01-011,211
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01142
Total of all active and inactive participants2018-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,357
Number of participants with account balances2018-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,211
Total number of active participants reported on line 7a of the Form 55002017-01-011,165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01135
Total of all active and inactive participants2017-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,300
Number of participants with account balances2017-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,123
Total number of active participants reported on line 7a of the Form 55002016-01-011,107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-011,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,211
Number of participants with account balances2016-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,111
Total number of active participants reported on line 7a of the Form 55002015-01-011,019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,112
Number of participants with account balances2015-01-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,031
Total number of active participants reported on line 7a of the Form 55002014-01-011,043
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,110
Number of participants with account balances2014-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,030
Total number of active participants reported on line 7a of the Form 55002013-01-01981
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,029
Number of participants with account balances2013-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01941
Total number of active participants reported on line 7a of the Form 55002012-01-01919
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,026
Number of participants with account balances2012-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01822
Total number of active participants reported on line 7a of the Form 55002011-01-01847
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01924
Number of participants with account balances2011-01-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2009: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01742
Total number of active participants reported on line 7a of the Form 55002009-01-01742
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01778
Number of participants with account balances2009-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-3,697,144
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,325,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,201,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,411,589
Value of total assets at end of year2022-12-31$48,137,052
Value of total assets at beginning of year2022-12-31$59,159,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,913
Total interest from all sources2022-12-31$27,738
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,211,713
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$2,211,713
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$3,397,533
Participant contributions at end of year2022-12-31$666,817
Participant contributions at beginning of year2022-12-31$670,111
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$160,581
Total non interest bearing cash at end of year2022-12-31$1,942
Total non interest bearing cash at beginning of year2022-12-31$2,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,022,606
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,137,052
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,159,658
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
Investment advisory and management fees2022-12-31$79,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,794,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,129,372
Value of interest in pooled separate accounts at end of year2022-12-31$3,777,086
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,149,928
Interest on participant loans2022-12-31$27,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,896,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,208,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,342,206
Net investment gain or loss from common/collective trusts2022-12-31$-1,005,978
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$853,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,201,549
Contract administrator fees2022-12-31$44,119
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 name2022-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2022-12-31860271207
2021 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$11,644,979
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,069,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,934,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,773,578
Value of total assets at end of year2021-12-31$59,159,658
Value of total assets at beginning of year2021-12-31$55,584,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,490
Total interest from all sources2021-12-31$40,171
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,170,945
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$3,170,945
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,671,916
Participant contributions at end of year2021-12-31$670,111
Participant contributions at beginning of year2021-12-31$854,161
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$97,580
Total non interest bearing cash at end of year2021-12-31$2,173
Total non interest bearing cash at beginning of year2021-12-31$1,837
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$3,575,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,159,658
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,584,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$77,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,129,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,343,050
Value of interest in pooled separate accounts at end of year2021-12-31$5,149,928
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,577,144
Interest on participant loans2021-12-31$40,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,208,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,807,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,901,404
Net investment gain or loss from common/collective trusts2021-12-31$758,881
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$4,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,934,997
Contract administrator fees2021-12-31$56,509
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2021-12-31860271207
2020 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$11,290,087
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,052,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,929,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,617,365
Value of total assets at end of year2020-12-31$55,584,166
Value of total assets at beginning of year2020-12-31$51,346,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,427
Total interest from all sources2020-12-31$51,979
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,312,664
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$2,312,664
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,539,793
Participant contributions at end of year2020-12-31$854,161
Participant contributions at beginning of year2020-12-31$1,117,932
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$433,555
Total non interest bearing cash at end of year2020-12-31$1,837
Total non interest bearing cash at beginning of year2020-12-31$1,073
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$4,237,206
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,584,166
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,346,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$76,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,343,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,308,953
Value of interest in pooled separate accounts at end of year2020-12-31$4,577,144
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,299,688
Interest on participant loans2020-12-31$51,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,807,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,619,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,409,389
Net investment gain/loss from pooled separate accounts2020-12-31$174,883
Net investment gain or loss from common/collective trusts2020-12-31$723,807
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$644,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,929,454
Contract administrator fees2020-12-31$46,497
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 name2020-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2020-12-31860271207
2019 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,892,605
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,001,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,862,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,112,782
Value of total assets at end of year2019-12-31$51,346,960
Value of total assets at beginning of year2019-12-31$41,455,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$138,778
Total interest from all sources2019-12-31$53,787
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,707,993
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$1,707,993
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,744,515
Participant contributions at end of year2019-12-31$1,117,932
Participant contributions at beginning of year2019-12-31$1,011,397
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$602,146
Total non interest bearing cash at end of year2019-12-31$1,073
Total non interest bearing cash at beginning of year2019-12-31$1,105
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$9,891,090
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,346,960
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,455,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$92,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,308,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,311,677
Value of interest in pooled separate accounts at end of year2019-12-31$4,299,688
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,149,137
Interest on participant loans2019-12-31$53,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,619,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,982,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,969,215
Net investment gain/loss from pooled separate accounts2019-12-31$991,869
Net investment gain or loss from common/collective trusts2019-12-31$56,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,766,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,862,737
Contract administrator fees2019-12-31$46,464
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2019-12-31860271207
2018 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$4,459,775
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,623,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,467,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,760,660
Value of total assets at end of year2018-12-31$41,455,870
Value of total assets at beginning of year2018-12-31$41,619,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,103
Total interest from all sources2018-12-31$46,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,060,356
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$2,060,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,405,596
Participant contributions at end of year2018-12-31$1,011,397
Participant contributions at beginning of year2018-12-31$1,489,927
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$818,838
Total non interest bearing cash at end of year2018-12-31$1,105
Total non interest bearing cash at beginning of year2018-12-31$846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,455,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,619,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$93,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,311,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,555,519
Value of interest in pooled separate accounts at end of year2018-12-31$4,149,137
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,020,156
Interest on participant loans2018-12-31$46,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,982,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,553,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,187,854
Net investment gain/loss from pooled separate accounts2018-12-31$-267,166
Net investment gain or loss from common/collective trusts2018-12-31$47,639
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$1,536,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,467,317
Contract administrator fees2018-12-31$62,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2018-12-31860271207
2017 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$9,255,359
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,080,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,953,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,737,728
Value of total assets at end of year2017-12-31$41,619,515
Value of total assets at beginning of year2017-12-31$35,444,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,157
Total interest from all sources2017-12-31$66,937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,247,018
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$1,247,018
Administrative expenses professional fees incurred2017-12-31$39,509
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,954,167
Participant contributions at end of year2017-12-31$1,489,927
Participant contributions at beginning of year2017-12-31$1,393,394
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$426,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$350,363
Total non interest bearing cash at end of year2017-12-31$846
Total non interest bearing cash at beginning of year2017-12-31$422
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$6,174,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,619,515
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,444,739
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$29,555,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,638,074
Value of interest in pooled separate accounts at end of year2017-12-31$5,020,156
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,294,660
Interest on participant loans2017-12-31$66,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,553,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,767,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,168,333
Net investment gain or loss from common/collective trusts2017-12-31$35,343
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$1,357,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,953,426
Contract administrator fees2017-12-31$87,648
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 name2017-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2017-12-31860271207
2016 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$6,517,077
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,338,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,229,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,108,612
Value of total assets at end of year2016-12-31$35,444,739
Value of total assets at beginning of year2016-12-31$31,265,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,622
Total interest from all sources2016-12-31$61,298
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$900,499
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$900,499
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,664,357
Participant contributions at end of year2016-12-31$1,393,394
Participant contributions at beginning of year2016-12-31$1,370,139
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$219,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$350,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$458,651
Total non interest bearing cash at end of year2016-12-31$422
Total non interest bearing cash at beginning of year2016-12-31$7,597
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$4,178,850
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,444,739
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,265,889
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
Investment advisory and management fees2016-12-31$80,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,638,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,145,941
Value of interest in pooled separate accounts at end of year2016-12-31$4,294,660
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$61,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,767,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,283,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,446,668
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$1,224,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,229,605
Contract administrator fees2016-12-31$28,377
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
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2016-12-31860271207
2015 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$4,135,290
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,187,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,050,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,059,739
Value of total assets at end of year2015-12-31$31,265,889
Value of total assets at beginning of year2015-12-31$31,317,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$136,540
Total interest from all sources2015-12-31$56,666
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$967,230
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$967,230
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,800,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,551,740
Participant contributions at end of year2015-12-31$1,370,139
Participant contributions at beginning of year2015-12-31$635,403
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$369,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$458,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$304,982
Total non interest bearing cash at end of year2015-12-31$7,597
Total non interest bearing cash at beginning of year2015-12-31$60,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,265,889
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,317,668
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
Investment advisory and management fees2015-12-31$71,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,145,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,866,755
Interest on participant loans2015-12-31$56,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,283,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,449,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-948,345
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$1,138,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,050,529
Contract administrator fees2015-12-31$65,416
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 name2015-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2015-12-31860271207
2014 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$4,946,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,468,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,340,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,230,284
Value of total assets at end of year2014-12-31$31,317,668
Value of total assets at beginning of year2014-12-31$28,839,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,412
Total interest from all sources2014-12-31$49,355
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$687,423
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$687,423
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,800,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,220,140
Participant contributions at end of year2014-12-31$635,403
Participant contributions at beginning of year2014-12-31$495,472
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$138,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$304,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$60,804
Total non interest bearing cash at beginning of year2014-12-31$272,937
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$2,478,657
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,317,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,839,011
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
Investment advisory and management fees2014-12-31$63,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,866,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,327,625
Interest on participant loans2014-12-31$49,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,449,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,742,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$979,836
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$871,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,340,829
Contract administrator fees2014-12-31$63,675
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 name2014-12-31SCHMIDT WESTERGARD & COMPANY PLLC
Accountancy firm EIN2014-12-31860271207
2013 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$7,035,540
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,674,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,551,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,552,243
Value of total assets at end of year2013-12-31$28,839,011
Value of total assets at beginning of year2013-12-31$24,477,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,617
Total interest from all sources2013-12-31$49,933
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$630,239
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$630,239
Administrative expenses professional fees incurred2013-12-31$5,250
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,974,235
Participant contributions at end of year2013-12-31$495,472
Participant contributions at beginning of year2013-12-31$518,550
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$638,476
Total non interest bearing cash at end of year2013-12-31$272,937
Total non interest bearing cash at beginning of year2013-12-31$71,333
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$4,361,437
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,839,011
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,477,574
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
Investment advisory and management fees2013-12-31$51,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,327,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,773,538
Interest on participant loans2013-12-31$49,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,742,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,114,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,803,125
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$939,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,551,486
Contract administrator fees2013-12-31$65,894
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 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$4,790,760
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,701,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,597,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,811,657
Value of total assets at end of year2012-12-31$24,477,574
Value of total assets at beginning of year2012-12-31$21,388,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$104,374
Total interest from all sources2012-12-31$51,849
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$249,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$249,694
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$848,338
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$1,736,918
Participant contributions at end of year2012-12-31$518,550
Participant contributions at beginning of year2012-12-31$1,057,659
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,639
Total non interest bearing cash at end of year2012-12-31$71,333
Total non interest bearing cash at beginning of year2012-12-31$56,251
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$3,088,959
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,477,574
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,388,615
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
Investment advisory and management fees2012-12-31$39,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,773,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,843,554
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$51,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,114,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,431,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,677,560
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$937,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,597,427
Contract administrator fees2012-12-31$64,602
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 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$2,821,677
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,929,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,871,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,667,246
Value of total assets at end of year2011-12-31$21,388,615
Value of total assets at beginning of year2011-12-31$20,496,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,234
Total interest from all sources2011-12-31$49,714
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$108,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$108,167
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$848,338
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$1,267,319
Participant contributions at end of year2011-12-31$1,057,659
Participant contributions at beginning of year2011-12-31$1,074,864
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$303,831
Total non interest bearing cash at end of year2011-12-31$56,251
Total non interest bearing cash at beginning of year2011-12-31$88,355
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$891,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,388,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,496,908
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
Investment advisory and management fees2011-12-31$30,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,843,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,596,934
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$49,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,431,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,736,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,450
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$1,096,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,871,736
Contract administrator fees2011-12-31$28,073
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 name2011-12-31TCA PARTNERS, LLP
Accountancy firm EIN2011-12-31202707086
2010 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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$4,106,048
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,759,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,716,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,405,457
Value of total assets at end of year2010-12-31$20,496,908
Value of total assets at beginning of year2010-12-31$18,150,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,507
Total interest from all sources2010-12-31$49,036
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,590
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$848,338
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$1,154,589
Participant contributions at end of year2010-12-31$1,074,864
Participant contributions at beginning of year2010-12-31$150,302
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$104,134
Total non interest bearing cash at end of year2010-12-31$88,355
Total non interest bearing cash at beginning of year2010-12-31$165,576
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$2,346,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,496,908
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,150,496
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
Investment advisory and management fees2010-12-31$20,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,055,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,708,248
Value of interest in pooled separate accounts at end of year2010-12-31$6,541,445
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,860,964
Interest on participant loans2010-12-31$49,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,736,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,265,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,470,965
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$1,146,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,716,129
Contract administrator fees2010-12-31$23,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31TCA PARTNERS, LLP
Accountancy firm EIN2010-12-31202707086
2009 : SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN

2022: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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: SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT 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 number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered42
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered347
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $501
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $501
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered59
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $305
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $305
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered378
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $292
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered402
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,916
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,916
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered417
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,129
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,129
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered50
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered445
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered49
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered468
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $2,288
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,288
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809740A
Policy instance 2
Insurance contract or identification number809740A
Number of Individuals Covered40
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered493
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,817
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,817
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered521
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,257
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,257
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered556
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,514
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,514
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered612
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,995
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,995
Insurance broker organization code?3
Insurance broker nameVARIABLE ANNUITY LIFE INSURANCE CO.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered660
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,545
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43460
Policy instance 1
Insurance contract or identification number43460
Number of Individuals Covered715
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,570
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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