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| Plan Name | COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COLUMBIA BASIN HEALTH ASSOCIATION |
| Employer identification number (EIN): | 910896701 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
Additional information about COLUMBIA BASIN HEALTH ASSOCIATION
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1973-03-26 |
| Company Identification Number: | 600141835 |
| Legal Registered Office Address: |
1515 E COLUMBIA ST OTHELLO United States of America (USA) 993441846 |
More information about COLUMBIA BASIN HEALTH ASSOCIATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-12-01 | GREGORY J. BRANDENBURG, EXEC. DIR. | |||
| 001 | 2011-12-01 | GREGORY J. BRANDENBURG, EXEC. DIR. | |||
| 001 | 2009-12-01 | GREGORY J. BRANDENBURG, EXEC. DIR. |
| Measure | Date | Value |
|---|---|---|
| 2012: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-12-01 | 297 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 232 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 92 |
| Total of all active and inactive participants | 2012-12-01 | 324 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
| Total participants | 2012-12-01 | 324 |
| Number of participants with account balances | 2012-12-01 | 316 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 12 |
| 2011: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-12-01 | 314 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 205 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 85 |
| Total of all active and inactive participants | 2011-12-01 | 290 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 1 |
| Total participants | 2011-12-01 | 291 |
| Number of participants with account balances | 2011-12-01 | 285 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 33 |
| 2009: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-12-01 | 278 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 239 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 57 |
| Total of all active and inactive participants | 2009-12-01 | 296 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 1 |
| Total participants | 2009-12-01 | 297 |
| Number of participants with account balances | 2009-12-01 | 291 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 18 |
| Measure | Date | Value |
|---|---|---|
| 2013 : COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $1,391 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $7,455 |
| Total income from all sources (including contributions) | 2013-11-30 | $4,015,574 |
| Total loss/gain on sale of assets | 2013-11-30 | $0 |
| Total of all expenses incurred | 2013-11-30 | $1,372,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $1,246,513 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $1,559,447 |
| Value of total assets at end of year | 2013-11-30 | $16,340,948 |
| Value of total assets at beginning of year | 2013-11-30 | $13,704,048 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $126,097 |
| Total interest from all sources | 2013-11-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $402,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-11-30 | $402,338 |
| Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
| Value of fidelity bond cover | 2013-11-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
| Contributions received from participants | 2013-11-30 | $728,415 |
| Participant contributions at end of year | 2013-11-30 | $31,786 |
| Participant contributions at beginning of year | 2013-11-30 | $3,212 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-11-30 | $33,565 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-11-30 | $181 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-11-30 | $-20 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-11-30 | $1,391 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-11-30 | $1,388 |
| Administrative expenses (other) incurred | 2013-11-30 | $39,580 |
| Liabilities. Value of operating payables at end of year | 2013-11-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-11-30 | $6,067 |
| Total non interest bearing cash at end of year | 2013-11-30 | $0 |
| Total non interest bearing cash at beginning of year | 2013-11-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
| Value of net income/loss | 2013-11-30 | $2,642,964 |
| Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $16,339,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $13,696,593 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
| Assets. partnership/joint venture interests at end of year | 2013-11-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2013-11-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-11-30 | $15,324,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-11-30 | $12,926,458 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-11-30 | $501,696 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-11-30 | $369,873 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-11-30 | $369,873 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-11-30 | $2,053,789 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
| Contributions received in cash from employer | 2013-11-30 | $797,467 |
| Employer contributions (assets) at end of year | 2013-11-30 | $483,238 |
| Employer contributions (assets) at beginning of year | 2013-11-30 | $404,525 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $1,246,513 |
| Contract administrator fees | 2013-11-30 | $86,517 |
| Liabilities. Value of benefit claims payable at end of year | 2013-11-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-11-30 | $0 |
| Did the plan have assets held for investment | 2013-11-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Disclaimer |
| Accountancy firm name | 2013-11-30 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2013-11-30 | 410746749 |
| 2012 : COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $7,455 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $16,973 |
| Total income from all sources (including contributions) | 2012-11-30 | $2,743,190 |
| Total loss/gain on sale of assets | 2012-11-30 | $0 |
| Total of all expenses incurred | 2012-11-30 | $880,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $707,148 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $1,462,691 |
| Value of total assets at end of year | 2012-11-30 | $13,704,048 |
| Value of total assets at beginning of year | 2012-11-30 | $11,850,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $173,144 |
| Total interest from all sources | 2012-11-30 | $13 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $271,505 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-11-30 | $271,505 |
| Was this plan covered by a fidelity bond | 2012-11-30 | No |
| If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
| Contributions received from participants | 2012-11-30 | $650,754 |
| Participant contributions at end of year | 2012-11-30 | $3,212 |
| Participant contributions at beginning of year | 2012-11-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-11-30 | $52,610 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-11-30 | $-20 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-11-30 | $-129 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-11-30 | $1,388 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-11-30 | $1,377 |
| Administrative expenses (other) incurred | 2012-11-30 | $70,885 |
| Liabilities. Value of operating payables at end of year | 2012-11-30 | $6,067 |
| Total non interest bearing cash at end of year | 2012-11-30 | $0 |
| Total non interest bearing cash at beginning of year | 2012-11-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
| Value of net income/loss | 2012-11-30 | $1,862,898 |
| Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $13,696,593 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $11,833,695 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
| Assets. partnership/joint venture interests at end of year | 2012-11-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2012-11-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-11-30 | $12,926,458 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-11-30 | $10,620,565 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-11-30 | $369,873 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-11-30 | $267,926 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-11-30 | $267,926 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-11-30 | $13 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-11-30 | $1,008,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
| Contributions received in cash from employer | 2012-11-30 | $759,327 |
| Employer contributions (assets) at end of year | 2012-11-30 | $404,525 |
| Employer contributions (assets) at beginning of year | 2012-11-30 | $962,306 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $707,148 |
| Contract administrator fees | 2012-11-30 | $102,259 |
| Liabilities. Value of benefit claims payable at end of year | 2012-11-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-11-30 | $15,596 |
| Did the plan have assets held for investment | 2012-11-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Disclaimer |
| Accountancy firm name | 2012-11-30 | LARSONALLEN LLP |
| Accountancy firm EIN | 2012-11-30 | 410746749 |
| 2011 : COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-11-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $16,973 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $16,481 |
| Total income from all sources (including contributions) | 2011-11-30 | $1,864,106 |
| Total loss/gain on sale of assets | 2011-11-30 | $0 |
| Total of all expenses incurred | 2011-11-30 | $915,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $761,493 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $1,521,204 |
| Value of total assets at end of year | 2011-11-30 | $11,850,668 |
| Value of total assets at beginning of year | 2011-11-30 | $10,901,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $153,789 |
| Total interest from all sources | 2011-11-30 | $19 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-11-30 | $250,497 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-11-30 | $250,497 |
| Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
| Value of fidelity bond cover | 2011-11-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-11-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
| Contributions received from participants | 2011-11-30 | $496,999 |
| Participant contributions at end of year | 2011-11-30 | $0 |
| Participant contributions at beginning of year | 2011-11-30 | $100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-11-30 | $2,451 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-11-30 | $-129 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-11-30 | $-357 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-11-30 | $1,377 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-11-30 | $1,376 |
| Administrative expenses (other) incurred | 2011-11-30 | $59,448 |
| Total non interest bearing cash at end of year | 2011-11-30 | $0 |
| Total non interest bearing cash at beginning of year | 2011-11-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
| Value of net income/loss | 2011-11-30 | $948,824 |
| Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $11,833,695 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $10,884,871 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
| Assets. partnership/joint venture interests at end of year | 2011-11-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2011-11-30 | $24,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-11-30 | $10,620,565 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-11-30 | $9,767,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-11-30 | $267,926 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-11-30 | $94,388 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-11-30 | $94,388 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-11-30 | $19 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-11-30 | $92,386 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
| Contributions received in cash from employer | 2011-11-30 | $1,021,754 |
| Employer contributions (assets) at end of year | 2011-11-30 | $962,306 |
| Employer contributions (assets) at beginning of year | 2011-11-30 | $1,015,353 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $761,493 |
| Contract administrator fees | 2011-11-30 | $94,341 |
| Liabilities. Value of benefit claims payable at end of year | 2011-11-30 | $15,596 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-11-30 | $15,105 |
| Did the plan have assets held for investment | 2011-11-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
| Accountancy firm name | 2011-11-30 | LARSONALLEN LLP |
| Accountancy firm EIN | 2011-11-30 | 410746749 |
| 2010 : COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
| 2012: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2011 form 5500 responses | ||
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | Yes |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COLUMBIA BASIN HEALTH ASSOCIATION 403B PLAN 2009 form 5500 responses | ||
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |