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RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HARRISON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:HARRISON MEDICAL CENTER
Employer identification number (EIN):910565546
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HARRISON MEDICAL CENTER

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1946-11-06
Company Identification Number: 181005599
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about HARRISON MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TROY LINDON
0022016-01-01TROY LINDON
0022015-05-01TROY LINDON
0022014-05-01TROY LINDON
0022013-05-01MARIE LAMARCHE
0022012-05-01MARIE LAMARCHE
0022011-05-01MARIE LAMARCHE MARIE LAMARCHE2013-02-08
0022010-05-01FORREST EHLINGER FORREST EHLINGER2012-02-15
0022009-05-01FORREST EHLINGER FORREST EHLINGER2011-02-11
0022005-05-01FORREST EHLINGER
0022004-05-01FORREST EHLINGER
0022003-05-01FORREST EHLINGER

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2021 401k membership
Market value of plan assets2021-12-20188,941,325
Acturial value of plan assets2021-12-20176,264,290
Funding target for retired participants and beneficiaries receiving payment2021-12-2085,086,798
Number of terminated vested participants2021-12-20370
Fundng target for terminated vested participants2021-12-2024,280,342
Active participant vested funding target2021-12-2025,056,129
Number of active participants2021-12-20245
Total funding liabilities for active participants2021-12-2025,133,314
Total participant count2021-12-201,297
Total funding target for all participants2021-12-20134,500,454
Balance at beginning of prior year after applicable adjustments2021-12-200
Prefunding balance at beginning of prior year after applicable adjustments2021-12-200
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-200
Prefunding balanced used to offset prior years funding requirement2021-12-200
Amount remaining of carryover balance2021-12-200
Amount remaining of prefunding balance2021-12-200
Present value of excess contributions2021-12-2010,157,359
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-2010,700,778
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-200
Reductions in caryover balances due to elections or deemed elections2021-12-200
Reductions in prefunding balances due to elections or deemed elections2021-12-200
Balance of carryovers at beginning of current year2021-12-200
Balance of prefunding at beginning of current year2021-12-200
Total employer contributions2021-12-200
Total employee contributions2021-12-200
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-200
Contributions made to avoid restrictions adjusted to valuation date2021-12-200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-200
Unpaid minimum required contributions for all prior years2021-12-200
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-200
Remaining amount of unpaid minimum required contributions2021-12-200
Minimum required contributions for current year target normal cost2021-12-20232,800
Net shortfall amortization installment of oustanding balance2021-12-200
Waiver amortization installment2021-12-200
Total funding amount beforereflecting carryover/prefunding balances2021-12-200
Carryover balance elected to use to offset funding requirement2021-12-200
Prefunding balance elected to use to offset funding requirement2021-12-200
Additional cash requirement2021-12-200
Contributions allocatedtoward minimum required contributions for current year2021-12-200
Unpaid minimum required contributions for current year2021-12-200
Unpaid minimum required contributions for all years2021-12-200
Total participants, beginning-of-year2021-01-011,297
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2020 401k membership
Market value of plan assets2020-12-31166,164,116
Acturial value of plan assets2020-12-31159,676,518
Funding target for retired participants and beneficiaries receiving payment2020-12-3179,702,401
Number of terminated vested participants2020-12-31374
Fundng target for terminated vested participants2020-12-3123,325,154
Active participant vested funding target2020-12-3127,922,402
Number of active participants2020-12-31285
Total funding liabilities for active participants2020-12-3128,016,902
Total participant count2020-12-311,314
Total funding target for all participants2020-12-31131,044,457
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,810,599
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,965,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3111,100,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3110,157,359
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31390,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3110,157,359
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,314
Total number of active participants reported on line 7a of the Form 55002020-01-01245
Number of retired or separated participants receiving benefits2020-01-01657
Number of other retired or separated participants entitled to future benefits2020-01-01354
Total of all active and inactive participants2020-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-011,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-31145,247,413
Acturial value of plan assets2019-12-31152,756,578
Funding target for retired participants and beneficiaries receiving payment2019-12-3174,498,235
Number of terminated vested participants2019-12-31391
Fundng target for terminated vested participants2019-12-3122,860,354
Active participant vested funding target2019-12-3131,225,256
Number of active participants2019-12-31317
Total funding liabilities for active participants2019-12-3131,339,340
Total participant count2019-12-311,323
Total funding target for all participants2019-12-31128,697,929
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,926,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,092,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-313,078,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,810,599
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31502,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,810,599
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,323
Total number of active participants reported on line 7a of the Form 55002019-01-01285
Number of retired or separated participants receiving benefits2019-01-01627
Number of other retired or separated participants entitled to future benefits2019-01-01362
Total of all active and inactive participants2019-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0136
Total participants2019-01-011,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-31155,079,504
Acturial value of plan assets2018-12-31149,605,584
Funding target for retired participants and beneficiaries receiving payment2018-12-3168,090,474
Number of terminated vested participants2018-12-31429
Fundng target for terminated vested participants2018-12-3123,962,615
Active participant vested funding target2018-12-3131,489,029
Number of active participants2018-12-31335
Total funding liabilities for active participants2018-12-3131,626,599
Total participant count2018-12-311,340
Total funding target for all participants2018-12-31123,679,688
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3129,293,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3131,021,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,081,400
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,926,150
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,010,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,926,150
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,340
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-01583
Number of other retired or separated participants entitled to future benefits2018-01-01382
Total of all active and inactive participants2018-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0136
Total participants2018-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-31115,264,242
Acturial value of plan assets2017-12-31117,693,104
Funding target for retired participants and beneficiaries receiving payment2017-12-3162,795,176
Number of terminated vested participants2017-12-31418
Fundng target for terminated vested participants2017-12-3121,189,915
Active participant vested funding target2017-12-3135,424,767
Number of active participants2017-12-31386
Total funding liabilities for active participants2017-12-3135,563,658
Total participant count2017-12-311,352
Total funding target for all participants2017-12-31119,548,749
Balance at beginning of prior year after applicable adjustments2017-12-311,905,677
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,905,677
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31475,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31504,680
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-312,052,033
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3132,400,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3130,590,029
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31992,000
Net shortfall amortization installment of oustanding balance2017-12-311,855,645
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,296,719
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,296,719
Contributions allocatedtoward minimum required contributions for current year2017-12-3130,590,029
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,352
Total number of active participants reported on line 7a of the Form 55002017-01-01335
Number of retired or separated participants receiving benefits2017-01-01545
Number of other retired or separated participants entitled to future benefits2017-01-01426
Total of all active and inactive participants2017-01-011,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0134
Total participants2017-01-011,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-31113,420,619
Acturial value of plan assets2016-12-31119,038,391
Funding target for retired participants and beneficiaries receiving payment2016-12-3158,673,638
Number of terminated vested participants2016-12-31445
Fundng target for terminated vested participants2016-12-3121,470,743
Active participant vested funding target2016-12-3133,487,026
Number of active participants2016-12-31399
Total funding liabilities for active participants2016-12-3133,692,385
Total participant count2016-12-311,345
Total funding target for all participants2016-12-31113,836,766
Balance at beginning of prior year after applicable adjustments2016-12-311,994,847
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,994,847
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,905,677
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31525,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31475,664
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31803,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31475,664
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,345
Total number of active participants reported on line 7a of the Form 55002016-01-01386
Number of retired or separated participants receiving benefits2016-01-01516
Number of other retired or separated participants entitled to future benefits2016-01-01413
Total of all active and inactive participants2016-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0137
Total participants2016-01-011,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-05-011,355
Total number of active participants reported on line 7a of the Form 55002015-05-01399
Number of retired or separated participants receiving benefits2015-05-01481
Number of other retired or separated participants entitled to future benefits2015-05-01443
Total of all active and inactive participants2015-05-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-0122
Total participants2015-05-011,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-05-011,355
Total number of active participants reported on line 7a of the Form 55002014-05-01424
Number of retired or separated participants receiving benefits2014-05-01479
Number of other retired or separated participants entitled to future benefits2014-05-01431
Total of all active and inactive participants2014-05-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-0112
Total participants2014-05-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-05-011,356
Total number of active participants reported on line 7a of the Form 55002013-05-01490
Number of retired or separated participants receiving benefits2013-05-01410
Number of other retired or separated participants entitled to future benefits2013-05-01443
Total of all active and inactive participants2013-05-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-0112
Total participants2013-05-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-05-011,363
Total number of active participants reported on line 7a of the Form 55002012-05-01589
Number of retired or separated participants receiving benefits2012-05-01361
Number of other retired or separated participants entitled to future benefits2012-05-01397
Total of all active and inactive participants2012-05-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-019
Total participants2012-05-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-013
2011: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-05-011,368
Total number of active participants reported on line 7a of the Form 55002011-05-01656
Number of retired or separated participants receiving benefits2011-05-01316
Number of other retired or separated participants entitled to future benefits2011-05-01384
Total of all active and inactive participants2011-05-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-017
Total participants2011-05-011,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-05-011,379
Total number of active participants reported on line 7a of the Form 55002010-05-01724
Number of retired or separated participants receiving benefits2010-05-01278
Number of other retired or separated participants entitled to future benefits2010-05-01361
Total of all active and inactive participants2010-05-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-015
Total participants2010-05-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-012
2009: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-05-011,386
Total number of active participants reported on line 7a of the Form 55002009-05-01758
Number of retired or separated participants receiving benefits2009-05-01252
Number of other retired or separated participants entitled to future benefits2009-05-01358
Total of all active and inactive participants2009-05-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-0111
Total participants2009-05-011,379
Number of participants with account balances2009-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-011
2005: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2005 401k membership
Total participants, beginning-of-year2005-05-011,475
Total number of active participants reported on line 7a of the Form 55002005-05-011,071
Number of retired or separated participants receiving benefits2005-05-01136
Number of other retired or separated participants entitled to future benefits2005-05-01237
Total of all active and inactive participants2005-05-011,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-05-017
Total participants2005-05-011,451
Number of participants with account balances2005-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-05-0129
2004: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2004 401k membership
Total participants, beginning-of-year2004-05-011,435
Total number of active participants reported on line 7a of the Form 55002004-05-011,136
Number of retired or separated participants receiving benefits2004-05-01106
Number of other retired or separated participants entitled to future benefits2004-05-01209
Total of all active and inactive participants2004-05-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-05-016
Total participants2004-05-011,457
Number of participants with account balances2004-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-05-0141
2003: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2003 401k membership
Total participants, beginning-of-year2003-05-011,339
Total number of active participants reported on line 7a of the Form 55002003-05-011,087
Number of retired or separated participants receiving benefits2003-05-0193
Number of other retired or separated participants entitled to future benefits2003-05-01187
Total of all active and inactive participants2003-05-011,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-05-013
Total participants2003-05-011,370
Number of participants with account balances2003-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-05-0143

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL

Measure Date Value
2021 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-20$0
Total transfer of assets from this plan2021-12-20$180,908,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-20$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-20$1,795
Total income from all sources (including contributions)2021-12-20$304,910
Total loss/gain on sale of assets2021-12-20$0
Total of all expenses incurred2021-12-20$8,810,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-20$8,288,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-20$0
Value of total assets at end of year2021-12-20$0
Value of total assets at beginning of year2021-12-20$189,416,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-20$522,104
Total interest from all sources2021-12-20$515
Total dividends received (eg from common stock, registered investment company shares)2021-12-20$112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-20No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-20$112
Assets. Real estate other than employer real property at end of year2021-12-20$0
Assets. Real estate other than employer real property at beginning of year2021-12-20$3,892
Administrative expenses professional fees incurred2021-12-20$40,494
Was this plan covered by a fidelity bond2021-12-20Yes
Value of fidelity bond cover2021-12-20$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-20$0
Were there any nonexempt tranactions with any party-in-interest2021-12-20No
Contributions received from participants2021-12-20$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-20$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-20$73,947
Administrative expenses (other) incurred2021-12-20$120,196
Liabilities. Value of operating payables at end of year2021-12-20$0
Liabilities. Value of operating payables at beginning of year2021-12-20$1,795
Total non interest bearing cash at end of year2021-12-20$0
Total non interest bearing cash at beginning of year2021-12-20$1,549,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-20No
Value of net income/loss2021-12-20$-8,505,509
Value of net assets at end of year (total assets less liabilities)2021-12-20$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-20$189,414,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-20No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-20No
Were any leases to which the plan was party in default or uncollectible2021-12-20No
Investment advisory and management fees2021-12-20$262,994
Value of interest in common/collective trusts at end of year2021-12-20$0
Value of interest in common/collective trusts at beginning of year2021-12-20$175,118,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-20$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-20$1,570,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-20$1,570,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-20$515
Net investment gain or loss from common/collective trusts2021-12-20$304,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-20Yes
Was there a failure to transmit to the plan any participant contributions2021-12-20No
Has the plan failed to provide any benefit when due under the plan2021-12-20No
Contributions received in cash from employer2021-12-20$0
Employer contributions (assets) at end of year2021-12-20$0
Employer contributions (assets) at beginning of year2021-12-20$11,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-20$8,288,315
Contract administrator fees2021-12-20$98,420
Did the plan have assets held for investment2021-12-20No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-20No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-20Yes
Opinion of an independent qualified public accountant for this plan2021-12-20Unqualified
Accountancy firm name2021-12-20ERNST & YOUNG LLP
Accountancy firm EIN2021-12-20346565596
2020 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$163
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$1,795
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$31,075,183
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,937,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,703,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,100,000
Value of total assets at end of year2020-12-31$189,416,041
Value of total assets at beginning of year2020-12-31$166,276,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$234,492
Total interest from all sources2020-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,678
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$6,678
Assets. Real estate other than employer real property at end of year2020-12-31$3,892
Assets. Real estate other than employer real property at beginning of year2020-12-31$4,588
Administrative expenses professional fees incurred2020-12-31$25,242
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
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-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$1,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$73,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,714
Administrative expenses (other) incurred2020-12-31$115,241
Liabilities. Value of operating payables at end of year2020-12-31$1,795
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,549,732
Total non interest bearing cash at beginning of year2020-12-31$611,352
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$23,137,593
Value of net assets at end of year (total assets less liabilities)2020-12-31$189,414,246
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,276,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,733,931
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$160,846,068
Value of interest in common/collective trusts at end of year2020-12-31$175,118,458
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,570,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19
Net investment gain or loss from common/collective trusts2020-12-31$12,460,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$11,100,000
Employer contributions (assets) at end of year2020-12-31$11,100,000
Employer contributions (assets) at beginning of year2020-12-31$3,078,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,703,098
Contract administrator fees2020-12-31$94,009
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-84,184
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-84,184
Total unrealized appreciation/depreciation of assets2019-12-31$-84,184
Total unrealized appreciation/depreciation of assets2019-12-31$-84,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,190
Total income from all sources (including contributions)2019-12-31$28,950,502
Total income from all sources (including contributions)2019-12-31$28,950,502
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,920,627
Total of all expenses incurred2019-12-31$7,920,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,582,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,582,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,078,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,078,000
Value of total assets at end of year2019-12-31$166,276,653
Value of total assets at end of year2019-12-31$166,276,653
Value of total assets at beginning of year2019-12-31$145,284,968
Value of total assets at beginning of year2019-12-31$145,284,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$338,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$338,519
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,747
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,747
Assets. Real estate other than employer real property at end of year2019-12-31$4,588
Assets. Real estate other than employer real property at end of year2019-12-31$4,588
Assets. Real estate other than employer real property at beginning of year2019-12-31$88,772
Assets. Real estate other than employer real property at beginning of year2019-12-31$88,772
Administrative expenses professional fees incurred2019-12-31$71,842
Administrative expenses professional fees incurred2019-12-31$71,842
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,864
Other income not declared elsewhere2019-12-31$1
Other income not declared elsewhere2019-12-31$1
Administrative expenses (other) incurred2019-12-31$117,914
Administrative expenses (other) incurred2019-12-31$117,914
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$38,190
Liabilities. Value of operating payables at beginning of year2019-12-31$38,190
Total non interest bearing cash at end of year2019-12-31$611,352
Total non interest bearing cash at end of year2019-12-31$611,352
Total non interest bearing cash at beginning of year2019-12-31$608,916
Total non interest bearing cash at beginning of year2019-12-31$608,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,029,875
Value of net income/loss2019-12-31$21,029,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,276,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,276,653
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,246,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,246,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,733,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,733,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,906,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,906,036
Value of interest in master investment trust accounts at end of year2019-12-31$160,846,068
Value of interest in master investment trust accounts at end of year2019-12-31$160,846,068
Value of interest in master investment trust accounts at beginning of year2019-12-31$141,677,130
Value of interest in master investment trust accounts at beginning of year2019-12-31$141,677,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,078,000
Contributions received in cash from employer2019-12-31$3,078,000
Employer contributions (assets) at end of year2019-12-31$3,078,000
Employer contributions (assets) at end of year2019-12-31$3,078,000
Employer contributions (assets) at beginning of year2019-12-31$1,000,000
Employer contributions (assets) at beginning of year2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,582,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,582,108
Contract administrator fees2019-12-31$148,763
Contract administrator fees2019-12-31$148,763
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 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$38,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$448
Total income from all sources (including contributions)2018-12-31$-2,465,735
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,372,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,018,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,081,400
Value of total assets at end of year2018-12-31$145,284,968
Value of total assets at beginning of year2018-12-31$155,085,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$353,462
Total interest from all sources2018-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,646
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$23,646
Assets. Real estate other than employer real property at end of year2018-12-31$88,772
Assets. Real estate other than employer real property at beginning of year2018-12-31$90,889
Administrative expenses professional fees incurred2018-12-31$84,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,905
Other income not declared elsewhere2018-12-31$506
Administrative expenses (other) incurred2018-12-31$103,249
Liabilities. Value of operating payables at end of year2018-12-31$38,190
Liabilities. Value of operating payables at beginning of year2018-12-31$448
Total non interest bearing cash at end of year2018-12-31$608,916
Total non interest bearing cash at beginning of year2018-12-31$657,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,837,885
Value of net assets at end of year (total assets less liabilities)2018-12-31$145,246,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$155,084,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,906,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,786,179
Value of interest in master investment trust accounts at end of year2018-12-31$141,677,130
Value of interest in master investment trust accounts at beginning of year2018-12-31$120,148,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$3,081,400
Employer contributions (assets) at end of year2018-12-31$1,000,000
Employer contributions (assets) at beginning of year2018-12-31$32,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,018,688
Contract administrator fees2018-12-31$165,412
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,133
Total unrealized appreciation/depreciation of assets2017-12-31$-8,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$168
Total income from all sources (including contributions)2017-12-31$47,252,105
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,452,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,372,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,400,000
Value of total assets at end of year2017-12-31$155,085,111
Value of total assets at beginning of year2017-12-31$115,284,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,079,155
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,919
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$6,919
Assets. Real estate other than employer real property at end of year2017-12-31$90,889
Assets. Real estate other than employer real property at beginning of year2017-12-31$99,145
Administrative expenses professional fees incurred2017-12-31$234,183
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$51
Other income not declared elsewhere2017-12-31$1,293
Administrative expenses (other) incurred2017-12-31$844,972
Liabilities. Value of operating payables at end of year2017-12-31$448
Liabilities. Value of operating payables at beginning of year2017-12-31$168
Total non interest bearing cash at end of year2017-12-31$657,716
Total non interest bearing cash at beginning of year2017-12-31$480,842
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$39,800,101
Value of net assets at end of year (total assets less liabilities)2017-12-31$155,084,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$115,284,562
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$1,786,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$203,297
Value of interest in master investment trust accounts at end of year2017-12-31$120,148,422
Value of interest in master investment trust accounts at beginning of year2017-12-31$113,976,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$32,400,000
Employer contributions (assets) at end of year2017-12-31$32,400,000
Employer contributions (assets) at beginning of year2017-12-31$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,372,849
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-61,720
Total unrealized appreciation/depreciation of assets2016-12-31$-61,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$168
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$8,861,079
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,103,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,936,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$525,000
Value of total assets at end of year2016-12-31$115,284,730
Value of total assets at beginning of year2016-12-31$113,526,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,166,628
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$565
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$565
Assets. Real estate other than employer real property at end of year2016-12-31$99,145
Assets. Real estate other than employer real property at beginning of year2016-12-31$189,352
Administrative expenses professional fees incurred2016-12-31$130,422
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$106,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$106,090
Administrative expenses (other) incurred2016-12-31$1,036,206
Liabilities. Value of operating payables at end of year2016-12-31$168
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$480,842
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,757,883
Value of net assets at end of year (total assets less liabilities)2016-12-31$115,284,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,526,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$203,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$202,075
Value of interest in master investment trust accounts at end of year2016-12-31$113,976,395
Value of interest in master investment trust accounts at beginning of year2016-12-31$113,029,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$525,000
Employer contributions (assets) at end of year2016-12-31$525,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,936,568
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$11,686
Total unrealized appreciation/depreciation of assets2015-12-31$11,686
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$0
Total income from all sources (including contributions)2015-12-31$-5,319,959
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,593,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,593,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$113,526,679
Value of total assets at beginning of year2015-12-31$122,440,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,122
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$2,122
Assets. Real estate other than employer real property at end of year2015-12-31$189,352
Assets. Real estate other than employer real property at beginning of year2015-12-31$249,383
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$106,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$106,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$79
Other income not declared elsewhere2015-12-31$69,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,913,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,526,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,440,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$202,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,407,878
Value of interest in master investment trust accounts at end of year2015-12-31$113,029,162
Value of interest in master investment trust accounts at beginning of year2015-12-31$120,782,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,593,626
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$-1,608,184
Total unrealized appreciation/depreciation of assets2015-04-30$-1,608,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$9,366,708
Total loss/gain on sale of assets2015-04-30$1,636,902
Total of all expenses incurred2015-04-30$5,023,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$4,977,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$0
Value of total assets at end of year2015-04-30$122,440,264
Value of total assets at beginning of year2015-04-30$118,097,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$46,527
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$3,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$3,228
Assets. Real estate other than employer real property at end of year2015-04-30$249,383
Assets. Real estate other than employer real property at beginning of year2015-04-30$1,491,152
Administrative expenses professional fees incurred2015-04-30$43,940
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$79
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$341
Administrative expenses (other) incurred2015-04-30$2,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$4,342,825
Value of net assets at end of year (total assets less liabilities)2015-04-30$122,440,264
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$118,097,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$1,407,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$8,207,127
Value of interest in master investment trust accounts at end of year2015-04-30$120,782,924
Value of interest in master investment trust accounts at beginning of year2015-04-30$108,398,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$4,977,356
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$2,003,906
Aggregate carrying amount (costs) on sale of assets2015-04-30$367,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30ERNST & YOUNG LLP
Accountancy firm EIN2015-04-30346565596
2014 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-04-30$215,628
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-1,753,209
Total unrealized appreciation/depreciation of assets2014-04-30$-1,537,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$14,635,531
Total loss/gain on sale of assets2014-04-30$3,393,876
Total of all expenses incurred2014-04-30$4,817,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$4,627,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$2,520,000
Value of total assets at end of year2014-04-30$118,097,439
Value of total assets at beginning of year2014-04-30$108,279,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$189,743
Total interest from all sources2014-04-30$71
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$1,519,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$1,331,185
Assets. Real estate other than employer real property at end of year2014-04-30$1,491,152
Assets. Real estate other than employer real property at beginning of year2014-04-30$8,860,292
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$2,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$341
Other income not declared elsewhere2014-04-30$911,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$9,818,153
Value of net assets at end of year (total assets less liabilities)2014-04-30$118,097,439
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$108,279,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$189,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$8,207,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$86,703,012
Value of interest in master investment trust accounts at end of year2014-04-30$108,398,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$799,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$799,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$7,093,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$2,520,000
Income. Dividends from common stock2014-04-30$188,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$4,627,635
Assets. Corporate common stocks other than exployer securities at beginning of year2014-04-30$11,916,074
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$18,573,224
Aggregate carrying amount (costs) on sale of assets2014-04-30$15,179,348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30CLARK NUBER P.S.
Accountancy firm EIN2014-04-30911194016
2013 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$1,497,348
Total unrealized appreciation/depreciation of assets2013-04-30$1,497,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$12,214,681
Total loss/gain on sale of assets2013-04-30$3,445,065
Total of all expenses incurred2013-04-30$4,255,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$4,124,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$0
Value of total assets at end of year2013-04-30$108,279,286
Value of total assets at beginning of year2013-04-30$100,319,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$130,822
Total interest from all sources2013-04-30$32,709
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$2,028,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$2,028,316
Assets. Real estate other than employer real property at end of year2013-04-30$8,860,292
Assets. Real estate other than employer real property at beginning of year2013-04-30$1,963,016
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$2,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Other income not declared elsewhere2013-04-30$5,211,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$7,959,434
Value of net assets at end of year (total assets less liabilities)2013-04-30$108,279,286
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$100,319,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$130,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$86,703,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$80,585,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$799,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,197,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,197,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$32,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Employer contributions (assets) at beginning of year2013-04-30$3,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$4,124,425
Assets. Corporate common stocks other than exployer securities at end of year2013-04-30$11,916,074
Assets. Corporate common stocks other than exployer securities at beginning of year2013-04-30$13,273,283
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$53,245,759
Aggregate carrying amount (costs) on sale of assets2013-04-30$49,800,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30CLARK NUBER P.S.
Accountancy firm EIN2013-04-30911194016
2012 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$2,395,487
Total unrealized appreciation/depreciation of assets2012-04-30$2,395,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$12,168
Total income from all sources (including contributions)2012-04-30$1,022,682
Total loss/gain on sale of assets2012-04-30$-1,982,867
Total of all expenses incurred2012-04-30$3,501,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$3,491,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$3,300,000
Value of total assets at end of year2012-04-30$100,319,852
Value of total assets at beginning of year2012-04-30$102,811,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$9,836
Total interest from all sources2012-04-30$235,978
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$1,448,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$1,448,259
Assets. Real estate other than employer real property at end of year2012-04-30$1,963,016
Assets. Real estate other than employer real property at beginning of year2012-04-30$5,446,161
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$0
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$12,168
Other income not declared elsewhere2012-04-30$-4,374,175
Administrative expenses (other) incurred2012-04-30$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-2,479,072
Value of net assets at end of year (total assets less liabilities)2012-04-30$100,319,852
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$102,798,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$9,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$80,585,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$78,359,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,197,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$931,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$931,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$235,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$3,300,000
Employer contributions (assets) at end of year2012-04-30$3,300,000
Employer contributions (assets) at beginning of year2012-04-30$3,850,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$3,491,918
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$13,273,283
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$14,223,613
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$57,431,478
Aggregate carrying amount (costs) on sale of assets2012-04-30$59,414,345
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30CLARK NUBER,P.S.
Accountancy firm EIN2012-04-30911194016
2011 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-04-30$847,299
Total unrealized appreciation/depreciation of assets2011-04-30$847,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$12,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$22,238,238
Total loss/gain on sale of assets2011-04-30$2,248,062
Total of all expenses incurred2011-04-30$2,950,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$2,926,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$6,941,809
Value of total assets at end of year2011-04-30$102,811,092
Value of total assets at beginning of year2011-04-30$83,510,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$23,326
Total interest from all sources2011-04-30$280,939
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$1,436,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$1,436,359
Assets. Real estate other than employer real property at end of year2011-04-30$5,446,161
Assets. Real estate other than employer real property at beginning of year2011-04-30$4,598,861
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$2,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$450,425
Participant contributions at end of year2011-04-30$0
Participant contributions at beginning of year2011-04-30$19,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$16,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$12,168
Other income not declared elsewhere2011-04-30$10,483,770
Administrative expenses (other) incurred2011-04-30$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$19,288,168
Value of net assets at end of year (total assets less liabilities)2011-04-30$102,798,924
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$83,510,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$23,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$78,359,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$65,506,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$931,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$1,739,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$1,739,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$280,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$6,491,384
Employer contributions (assets) at end of year2011-04-30$3,850,310
Employer contributions (assets) at beginning of year2011-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$2,926,744
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$14,223,613
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$11,630,792
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$43,413,512
Aggregate carrying amount (costs) on sale of assets2011-04-30$41,165,450
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30CLARK NUBER,P.S.
Accountancy firm EIN2011-04-30911194016
2007 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2007 401k financial data
Unrealized appreciation/depreciation of real estate assets2007-04-30$49,253
Unrealized appreciation/depreciation of other (non real estate) assets2007-04-30$1,431,827
Total unrealized appreciation/depreciation of assets2007-04-30$1,481,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-04-30$0
Total income from all sources (including contributions)2007-04-30$13,540,330
Total loss/gain on sale of assets2007-04-30$435,696
Total of all expenses incurred2007-04-30$1,668,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-04-30$1,647,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-04-30$4,189,144
Value of total assets at end of year2007-04-30$85,776,921
Value of total assets at beginning of year2007-04-30$73,905,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-04-30$20,979
Total interest from all sources2007-04-30$1,327,859
Total dividends received (eg from common stock, registered investment company shares)2007-04-30$292,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-04-30No
Assets. Real estate other than employer real property at end of year2007-04-30$7,769,355
Administrative expenses professional fees incurred2007-04-30$20,979
Was this plan covered by a fidelity bond2007-04-30Yes
Value of fidelity bond cover2007-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2007-04-30No
Contributions received from participants2007-04-30$855,808
Participant contributions at end of year2007-04-30$25,313
Participant contributions at beginning of year2007-04-30$24,216
Total non interest bearing cash at end of year2007-04-30$0
Total non interest bearing cash at beginning of year2007-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-04-30No
Value of net income/loss2007-04-30$11,871,527
Value of net assets at end of year (total assets less liabilities)2007-04-30$85,776,921
Value of net assets at beginning of year (total assets less liabilities)2007-04-30$73,905,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-04-30No
Were any leases to which the plan was party in default or uncollectible2007-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-04-30$44,043,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-04-30$40,306,978
Income. Interest from corporate debt instruments2007-04-30$110,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-04-30$1,175,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-04-30$2,720,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-04-30$2,720,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-04-30$1,217,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-04-30$5,814,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-04-30Yes
Was there a failure to transmit to the plan any participant contributions2007-04-30No
Has the plan failed to provide any benefit when due under the plan2007-04-30No
Contributions received in cash from employer2007-04-30$3,333,336
Employer contributions (assets) at end of year2007-04-30$0
Employer contributions (assets) at beginning of year2007-04-30$0
Income. Dividends from common stock2007-04-30$292,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-04-30$1,647,824
Asset. Corporate debt instrument debt (other) at end of year2007-04-30$22,002,349
Asset. Corporate debt instrument debt (other) at beginning of year2007-04-30$21,181,108
Assets. Corporate common stocks other than exployer securities at end of year2007-04-30$10,760,734
Assets. Corporate common stocks other than exployer securities at beginning of year2007-04-30$9,672,708
Did the plan have assets held for investment2007-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-04-30No
Aggregate proceeds on sale of assets2007-04-30$5,642,247
Aggregate carrying amount (costs) on sale of assets2007-04-30$5,206,551
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-04-30Yes
Opinion of an independent qualified public accountant for this plan2007-04-30Disclaimer
Accountancy firm name2007-04-30CLARK NUBER, PS
Accountancy firm EIN2007-04-30911194016
2006 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2006 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2006-04-30$715,619
Total unrealized appreciation/depreciation of assets2006-04-30$715,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-04-30$0
Total income from all sources (including contributions)2006-04-30$13,498,459
Total loss/gain on sale of assets2006-04-30$204,097
Total of all expenses incurred2006-04-30$1,572,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-04-30$1,538,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-04-30$1,983,551
Value of total assets at end of year2006-04-30$73,905,394
Value of total assets at beginning of year2006-04-30$61,979,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-04-30$34,610
Total interest from all sources2006-04-30$783,221
Total dividends received (eg from common stock, registered investment company shares)2006-04-30$153,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-04-30No
Administrative expenses professional fees incurred2006-04-30$34,610
Was this plan covered by a fidelity bond2006-04-30Yes
Value of fidelity bond cover2006-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2006-04-30No
Contributions received from participants2006-04-30$910,231
Participant contributions at end of year2006-04-30$24,216
Participant contributions at beginning of year2006-04-30$16,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-04-30No
Value of net income/loss2006-04-30$11,925,699
Value of net assets at end of year (total assets less liabilities)2006-04-30$73,905,394
Value of net assets at beginning of year (total assets less liabilities)2006-04-30$61,979,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2006-04-30No
Were any leases to which the plan was party in default or uncollectible2006-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-04-30$40,306,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-04-30$36,260,747
Interest earned on other investments2006-04-30$340,091
Income. Interest from corporate debt instruments2006-04-30$-649,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-04-30$2,720,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-04-30$6,174,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-04-30$6,174,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-04-30$1,093,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2006-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2006-04-30$15,700,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-04-30$9,658,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-04-30Yes
Was there a failure to transmit to the plan any participant contributions2006-04-30No
Has the plan failed to provide any benefit when due under the plan2006-04-30No
Contributions received in cash from employer2006-04-30$1,073,320
Employer contributions (assets) at end of year2006-04-30$0
Employer contributions (assets) at beginning of year2006-04-30$3,826,680
Income. Dividends from common stock2006-04-30$153,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-04-30$1,538,150
Asset. Corporate debt instrument debt (other) at end of year2006-04-30$21,181,108
Asset. Corporate debt instrument debt (other) at beginning of year2006-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2006-04-30$9,672,708
Assets. Corporate common stocks other than exployer securities at beginning of year2006-04-30$0
Did the plan have assets held for investment2006-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-04-30No
Aggregate proceeds on sale of assets2006-04-30$2,301,596
Aggregate carrying amount (costs) on sale of assets2006-04-30$2,097,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-04-30Yes
Opinion of an independent qualified public accountant for this plan2006-04-30Disclaimer
Accountancy firm name2006-04-30MOSS ADAMS LLP
Accountancy firm EIN2006-04-30910189318
2005 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2005 401k financial data
Total unrealized appreciation/depreciation of assets2005-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-04-30$0
Total income from all sources (including contributions)2005-04-30$9,654,152
Total loss/gain on sale of assets2005-04-30$12,107
Total of all expenses incurred2005-04-30$982,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-04-30$929,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-04-30$6,277,736
Value of total assets at end of year2005-04-30$61,979,695
Value of total assets at beginning of year2005-04-30$53,307,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-04-30$52,171
Total interest from all sources2005-04-30$1,180,733
Total dividends received (eg from common stock, registered investment company shares)2005-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-04-30No
Administrative expenses professional fees incurred2005-04-30$52,171
Was this plan covered by a fidelity bond2005-04-30Yes
Value of fidelity bond cover2005-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2005-04-30No
Contributions received from participants2005-04-30$926,056
Participant contributions at end of year2005-04-30$16,997
Participant contributions at beginning of year2005-04-30$27,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-04-30No
Value of net income/loss2005-04-30$8,672,071
Value of net assets at end of year (total assets less liabilities)2005-04-30$61,979,695
Value of net assets at beginning of year (total assets less liabilities)2005-04-30$53,307,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2005-04-30No
Were any leases to which the plan was party in default or uncollectible2005-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-04-30$36,260,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-04-30$32,451,507
Interest earned on other investments2005-04-30$770,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-04-30$6,174,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-04-30$396,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-04-30$396,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-04-30$410,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2005-04-30$15,700,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2005-04-30$15,857,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-04-30$2,183,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-04-30Yes
Was there a failure to transmit to the plan any participant contributions2005-04-30No
Has the plan failed to provide any benefit when due under the plan2005-04-30No
Contributions received in cash from employer2005-04-30$5,351,680
Employer contributions (assets) at end of year2005-04-30$3,826,680
Employer contributions (assets) at beginning of year2005-04-30$4,575,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-04-30$929,910
Did the plan have assets held for investment2005-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-04-30No
Aggregate proceeds on sale of assets2005-04-30$2,191,033
Aggregate carrying amount (costs) on sale of assets2005-04-30$2,178,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-04-30Yes
Opinion of an independent qualified public accountant for this plan2005-04-30Disclaimer
Accountancy firm name2005-04-30MOSS ADAMS LLP
Accountancy firm EIN2005-04-30910189318
2004 : RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2004 401k financial data
Total unrealized appreciation/depreciation of assets2004-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2004-04-30$0
Total income from all sources (including contributions)2004-04-30$17,048,690
Total loss/gain on sale of assets2004-04-30$20,952
Total of all expenses incurred2004-04-30$874,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-04-30$822,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-04-30$11,543,910
Value of total assets at end of year2004-04-30$53,307,624
Value of total assets at beginning of year2004-04-30$37,133,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-04-30$52,268
Total interest from all sources2004-04-30$1,142,282
Total dividends received (eg from common stock, registered investment company shares)2004-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-04-30No
Administrative expenses professional fees incurred2004-04-30$52,268
Was this plan covered by a fidelity bond2004-04-30Yes
Value of fidelity bond cover2004-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2004-04-30No
Contributions received from participants2004-04-30$868,910
Participant contributions at end of year2004-04-30$27,751
Participant contributions at beginning of year2004-04-30$26,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-04-30No
Value of net income/loss2004-04-30$16,173,954
Value of net assets at end of year (total assets less liabilities)2004-04-30$53,307,624
Value of net assets at beginning of year (total assets less liabilities)2004-04-30$37,133,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2004-04-30No
Were any leases to which the plan was party in default or uncollectible2004-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2004-04-30$32,451,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2004-04-30$20,606,413
Interest earned on other investments2004-04-30$891,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2004-04-30$396,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2004-04-30$17,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2004-04-30$17,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2004-04-30$251,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2004-04-30$15,857,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2004-04-30$16,483,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2004-04-30$4,341,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-04-30Yes
Was there a failure to transmit to the plan any participant contributions2004-04-30No
Has the plan failed to provide any benefit when due under the plan2004-04-30No
Contributions received in cash from employer2004-04-30$10,675,000
Employer contributions (assets) at end of year2004-04-30$4,575,000
Employer contributions (assets) at beginning of year2004-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-04-30$822,468
Did the plan have assets held for investment2004-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-04-30No
Aggregate proceeds on sale of assets2004-04-30$6,173,756
Aggregate carrying amount (costs) on sale of assets2004-04-30$6,152,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-04-30Yes
Opinion of an independent qualified public accountant for this plan2004-04-30Disclaimer
Accountancy firm name2004-04-30MOSS ADAMS LLP
Accountancy firm EIN2004-04-30910189318

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL

2021: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes
2005: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2005 form 5500 responses
2005-05-01Type of plan entitySingle employer plan
2005-05-01Submission has been amendedYes
2005-05-01This submission is the final filingNo
2005-05-01This return/report is a short plan year return/report (less than 12 months)No
2005-05-01Plan is a collectively bargained planNo
2005-05-01Plan funding arrangement – InsuranceYes
2005-05-01Plan funding arrangement – TrustYes
2005-05-01Plan benefit arrangement – InsuranceYes
2005-05-01Plan benefit arrangement - TrustYes
2004: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2004 form 5500 responses
2004-05-01Type of plan entitySingle employer plan
2004-05-01Submission has been amendedYes
2004-05-01This submission is the final filingNo
2004-05-01This return/report is a short plan year return/report (less than 12 months)No
2004-05-01Plan is a collectively bargained planNo
2004-05-01Plan funding arrangement – InsuranceYes
2004-05-01Plan funding arrangement – TrustYes
2004-05-01Plan benefit arrangement – InsuranceYes
2004-05-01Plan benefit arrangement - TrustYes
2003: RETIREMENT PLAN FOR EMPLOYEES OF HARRISON MEMORIAL HOSPITAL 2003 form 5500 responses
2003-05-01Type of plan entitySingle employer plan
2003-05-01Submission has been amendedYes
2003-05-01This submission is the final filingNo
2003-05-01This return/report is a short plan year return/report (less than 12 months)No
2003-05-01Plan is a collectively bargained planNo
2003-05-01Plan funding arrangement – InsuranceYes
2003-05-01Plan funding arrangement – TrustYes
2003-05-01Plan benefit arrangement – InsuranceYes
2003-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number26005-00-0000
Policy instance 1
Insurance contract or identification number26005-00-0000
Number of Individuals Covered0
Insurance policy start date2005-05-01
Insurance policy end date2005-07-01
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number09318-00-0000
Policy instance 2
Insurance contract or identification number09318-00-0000
Insurance policy start date2005-05-01
Insurance policy end date2005-07-01
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number26005-00-0000
Policy instance 1
Insurance contract or identification number26005-00-0000
Number of Individuals Covered1457
Insurance policy start date2004-05-01
Insurance policy end date2005-04-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number09318-00-0000
Policy instance 2
Insurance contract or identification number09318-00-0000
Number of Individuals Covered1457
Insurance policy start date2004-05-01
Insurance policy end date2005-04-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number26005-00-0000
Policy instance 1
Insurance contract or identification number26005-00-0000
Insurance policy start date2003-05-01
Insurance policy end date2004-04-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number09318-00-0000
Policy instance 2
Insurance contract or identification number09318-00-0000
Insurance policy start date2003-05-01
Insurance policy end date2004-04-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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

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