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ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN
Plan identification number 003

ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASANTE has sponsored the creation of one or more 401k plans.

Company Name:ASANTE
Employer identification number (EIN):930223960
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ASANTE

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2036-03-13
Company Identification Number: 3878311
Legal Registered Office Address: 2650 SISKIYOU BLVD

MEDFORD
United States of America (USA)
97504

More information about ASANTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032017-07-01
0032016-07-01
0032016-07-01

Plan Statistics for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2022: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-3036,222,079
Acturial value of plan assets2022-06-3036,450,548
Funding target for retired participants and beneficiaries receiving payment2022-06-3024,869,370
Number of terminated vested participants2022-06-3042
Fundng target for terminated vested participants2022-06-303,929,054
Active participant vested funding target2022-06-304,687,684
Number of active participants2022-06-3047
Total funding liabilities for active participants2022-06-304,687,684
Total participant count2022-06-30276
Total funding target for all participants2022-06-3033,486,108
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-305,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-305,293
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-301,200,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-301,138,981
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-301,138,981
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01276
Total number of active participants reported on line 7a of the Form 55002021-07-0134
Number of retired or separated participants receiving benefits2021-07-01176
Number of other retired or separated participants entitled to future benefits2021-07-0140
Total of all active and inactive participants2021-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0114
Total participants2021-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3029,017,804
Acturial value of plan assets2021-06-3029,017,804
Funding target for retired participants and beneficiaries receiving payment2021-06-3022,602,317
Number of terminated vested participants2021-06-3045
Fundng target for terminated vested participants2021-06-304,127,926
Active participant vested funding target2021-06-305,472,040
Number of active participants2021-06-3055
Total funding liabilities for active participants2021-06-305,472,040
Total participant count2021-06-30278
Total funding target for all participants2021-06-3032,202,283
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-3046,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3049,406
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30653,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30628,252
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-303,184,479
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30623,228
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30623,228
Contributions allocatedtoward minimum required contributions for current year2021-06-30628,252
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01276
Total number of active participants reported on line 7a of the Form 55002020-07-0147
Number of retired or separated participants receiving benefits2020-07-01173
Number of other retired or separated participants entitled to future benefits2020-07-0142
Total of all active and inactive participants2020-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0112
Total participants2020-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3028,170,995
Acturial value of plan assets2020-06-3028,170,995
Funding target for retired participants and beneficiaries receiving payment2020-06-3021,733,711
Number of terminated vested participants2020-06-3047
Fundng target for terminated vested participants2020-06-304,601,522
Active participant vested funding target2020-06-305,772,069
Number of active participants2020-06-3063
Total funding liabilities for active participants2020-06-305,772,069
Total participant count2020-06-30279
Total funding target for all participants2020-06-3032,107,302
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-301,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-302,365,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-302,272,771
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-303,936,307
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,225,954
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-302,225,954
Contributions allocatedtoward minimum required contributions for current year2020-06-302,272,771
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01278
Total number of active participants reported on line 7a of the Form 55002019-07-0155
Number of retired or separated participants receiving benefits2019-07-01164
Number of other retired or separated participants entitled to future benefits2019-07-0145
Total of all active and inactive participants2019-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0112
Total participants2019-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3026,058,289
Acturial value of plan assets2019-06-3026,058,289
Funding target for retired participants and beneficiaries receiving payment2019-06-3020,257,651
Number of terminated vested participants2019-06-3048
Fundng target for terminated vested participants2019-06-304,129,331
Active participant vested funding target2019-06-306,076,810
Number of active participants2019-06-3068
Total funding liabilities for active participants2019-06-306,104,577
Total participant count2019-06-30280
Total funding target for all participants2019-06-3030,491,559
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30144,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30152,929
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-302,090,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,997,983
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-304,433,270
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,996,140
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-301,996,140
Contributions allocatedtoward minimum required contributions for current year2019-06-301,997,983
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01280
Total number of active participants reported on line 7a of the Form 55002018-07-0163
Number of retired or separated participants receiving benefits2018-07-01156
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3024,950,245
Acturial value of plan assets2018-06-3024,950,245
Funding target for retired participants and beneficiaries receiving payment2018-06-3018,369,848
Number of terminated vested participants2018-06-3085
Fundng target for terminated vested participants2018-06-306,620,713
Active participant vested funding target2018-06-305,769,312
Number of active participants2018-06-3071
Total funding liabilities for active participants2018-06-305,805,030
Total participant count2018-06-30310
Total funding target for all participants2018-06-3030,795,591
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30869,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30922,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-302,177,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-302,082,715
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-305,845,346
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-301,938,347
Additional cash requirement2018-06-301,938,347
Contributions allocatedtoward minimum required contributions for current year2018-06-302,082,715
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01310
Total number of active participants reported on line 7a of the Form 55002017-07-0168
Number of retired or separated participants receiving benefits2017-07-01152
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0112
Total participants2017-07-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3020,525,500
Acturial value of plan assets2017-06-3020,525,500
Funding target for retired participants and beneficiaries receiving payment2017-06-3017,561,682
Number of terminated vested participants2017-06-3089
Fundng target for terminated vested participants2017-06-306,216,825
Active participant vested funding target2017-06-305,955,373
Number of active participants2017-06-3077
Total funding liabilities for active participants2017-06-306,001,528
Total participant count2017-06-30313
Total funding target for all participants2017-06-3029,780,035
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-303,258,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-303,068,248
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-309,254,535
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-302,198,689
Additional cash requirement2017-06-302,198,689
Contributions allocatedtoward minimum required contributions for current year2017-06-303,068,248
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01313
Total number of active participants reported on line 7a of the Form 55002016-07-0171
Number of retired or separated participants receiving benefits2016-07-01144
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0110
Total participants2016-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010

Financial Data on ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2022 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-5,726,641
Total unrealized appreciation/depreciation of assets2022-06-30$-5,726,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$160,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$154,717
Total income from all sources (including contributions)2022-06-30$-3,175,983
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,911,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,910,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,207,748
Value of total assets at end of year2022-06-30$30,558,975
Value of total assets at beginning of year2022-06-30$36,641,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,330
Total interest from all sources2022-06-30$63,429
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,126,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,126,032
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$5,190,436
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$3,734,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$3,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$2,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$160,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$154,717
Administrative expenses (other) incurred2022-06-30$1,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,087,898
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,398,553
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$36,486,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,301,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$25,992,720
Value of interest in pooled separate accounts at end of year2022-06-30$29,026
Value of interest in pooled separate accounts at beginning of year2022-06-30$34,373
Interest earned on other investments2022-06-30$63,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$158,796
Net investment gain/loss from pooled separate accounts2022-06-30$-5,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,207,748
Employer contributions (assets) at end of year2022-06-30$750,000
Employer contributions (assets) at beginning of year2022-06-30$230,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,910,585
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$3,284,374
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$6,647,830
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2022-06-30930623286
2021 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$7,581,512
Total unrealized appreciation/depreciation of assets2021-06-30$7,581,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$154,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,217,587
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,781,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,779,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$653,000
Value of total assets at end of year2021-06-30$36,641,168
Value of total assets at beginning of year2021-06-30$29,050,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,454
Total interest from all sources2021-06-30$77,434
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$630,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$630,795
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$3,734,195
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$3,620,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$2,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$154,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,436,403
Value of net assets at end of year (total assets less liabilities)2021-06-30$36,486,451
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$29,050,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$25,992,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$20,104,377
Value of interest in pooled separate accounts at end of year2021-06-30$34,373
Value of interest in pooled separate accounts at beginning of year2021-06-30$27,102
Interest earned on other investments2021-06-30$77,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$274,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$653,000
Employer contributions (assets) at end of year2021-06-30$230,000
Employer contributions (assets) at beginning of year2021-06-30$865,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,779,730
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$6,647,830
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$4,430,188
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2021-06-30930623286
2020 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-489,358
Total unrealized appreciation/depreciation of assets2020-06-30$-489,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,530,546
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,683,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,682,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,367,738
Value of total assets at end of year2020-06-30$29,050,049
Value of total assets at beginning of year2020-06-30$28,203,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$894
Total interest from all sources2020-06-30$107,450
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$825,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$825,005
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$3,620,713
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$3,533,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$5,381
Administrative expenses (other) incurred2020-06-30$894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$846,812
Value of net assets at end of year (total assets less liabilities)2020-06-30$29,050,049
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$28,203,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$20,104,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,349,649
Value of interest in pooled separate accounts at end of year2020-06-30$27,102
Value of interest in pooled separate accounts at beginning of year2020-06-30$23,780
Interest earned on other investments2020-06-30$107,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$974,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$974,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-280,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,367,738
Employer contributions (assets) at end of year2020-06-30$865,000
Employer contributions (assets) at beginning of year2020-06-30$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,682,840
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$4,430,188
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$5,656,618
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2020-06-30930623286
2019 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$886,668
Total unrealized appreciation/depreciation of assets2019-06-30$886,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,736,841
Total loss/gain on sale of assets2019-06-30$-110,397
Total of all expenses incurred2019-06-30$1,745,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,743,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,090,207
Value of total assets at end of year2019-06-30$28,203,237
Value of total assets at beginning of year2019-06-30$26,211,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,313
Total interest from all sources2019-06-30$97,833
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$749,266
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$749,266
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$3,533,109
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$3,585,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$5,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$6,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,991,782
Value of net assets at end of year (total assets less liabilities)2019-06-30$28,203,237
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$26,211,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$1,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,349,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,423,733
Value of interest in pooled separate accounts at end of year2019-06-30$23,780
Value of interest in pooled separate accounts at beginning of year2019-06-30$23,780
Interest earned on other investments2019-06-30$97,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$974,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$174,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$174,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$23,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,090,207
Employer contributions (assets) at end of year2019-06-30$660,000
Employer contributions (assets) at beginning of year2019-06-30$737,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,743,746
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$5,656,618
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$5,260,609
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$-110,397
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2019-06-30930623286
2018 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,116,864
Total unrealized appreciation/depreciation of assets2018-06-30$1,116,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,096,649
Total loss/gain on sale of assets2018-06-30$228,190
Total of all expenses incurred2018-06-30$2,896,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,894,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,177,000
Value of total assets at end of year2018-06-30$26,211,455
Value of total assets at beginning of year2018-06-30$25,011,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,832
Total interest from all sources2018-06-30$58,125
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$514,716
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$514,716
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$3,585,960
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$2,067,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$6,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,200,145
Value of net assets at end of year (total assets less liabilities)2018-06-30$26,211,455
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$25,011,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,423,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,035,731
Value of interest in pooled separate accounts at end of year2018-06-30$23,780
Value of interest in pooled separate accounts at beginning of year2018-06-30$22,125
Interest earned on other investments2018-06-30$58,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$174,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$170,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$170,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$98
Net investment gain/loss from pooled separate accounts2018-06-30$1,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,177,000
Employer contributions (assets) at end of year2018-06-30$737,000
Employer contributions (assets) at beginning of year2018-06-30$1,887,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,894,672
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$5,260,609
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$4,828,191
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$228,190
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2018-06-30930623286
2017 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,561,424
Total unrealized appreciation/depreciation of assets2017-06-30$1,561,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$5,913,127
Total loss/gain on sale of assets2017-06-30$637,802
Total of all expenses incurred2017-06-30$1,461,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,436,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,258,000
Value of total assets at end of year2017-06-30$25,011,310
Value of total assets at beginning of year2017-06-30$20,560,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$25,564
Total interest from all sources2017-06-30$39,127
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$414,394
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$414,394
Administrative expenses professional fees incurred2017-06-30$9,250
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$2,067,873
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$16,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,451,282
Value of net assets at end of year (total assets less liabilities)2017-06-30$25,011,310
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$20,560,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,035,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,540,206
Value of interest in pooled separate accounts at end of year2017-06-30$22,125
Value of interest in pooled separate accounts at beginning of year2017-06-30$17,458
Interest earned on other investments2017-06-30$39,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$170,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,533,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,533,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$80,433
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$1,713,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$140
Net investment gain/loss from pooled separate accounts2017-06-30$2,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,258,000
Employer contributions (assets) at end of year2017-06-30$1,887,000
Employer contributions (assets) at beginning of year2017-06-30$694,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,436,281
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$4,828,191
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$7,981,114
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$637,802
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2017-06-30930623286

Form 5500 Responses for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

2021: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Number of Individuals Covered276
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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