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GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameGIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN
Plan identification number 002

GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:GIFFORD MEDICAL CENTER
Employer identification number (EIN):030179418
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JANICE DAVIS JANICE DAVIS2015-07-20
0022013-01-01JANICE DAVIS JANICE DAVIS2014-10-15
0022012-01-01JANICE DAVIS JANICE DAVIS2013-10-15
0022011-01-01MARJORIE JUDD MARJORIE JUDD2012-07-27
0022010-01-01MARJORIE JUDD MARJORIE JUDD2011-10-17
0022009-01-01CHRISTOPHER LACKNEY CHRISTOPHER LACKNEY2010-10-14
0022009-01-01CHRISTOPHER LACKNEY CHRISTOPHER LACKNEY2010-10-14

Plan Statistics for GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN

401k plan membership statisitcs for GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure Date Value
2014: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01779
Total number of active participants reported on line 7a of the Form 55002014-01-01633
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01201
Total of all active and inactive participants2014-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01834
Number of participants with account balances2014-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01787
Total number of active participants reported on line 7a of the Form 55002013-01-01572
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01779
Number of participants with account balances2013-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0190
2012: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01799
Total number of active participants reported on line 7a of the Form 55002012-01-01551
Number of other retired or separated participants entitled to future benefits2012-01-01236
Total of all active and inactive participants2012-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01787
Number of participants with account balances2012-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01722
Total number of active participants reported on line 7a of the Form 55002011-01-01508
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01747
Number of participants with account balances2011-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01703
Total number of active participants reported on line 7a of the Form 55002010-01-01471
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01212
Total of all active and inactive participants2010-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01683
Number of participants with account balances2010-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01622
Total number of active participants reported on line 7a of the Form 55002009-01-01548
Number of retired or separated participants receiving benefits2009-01-0197
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01645
Number of participants with account balances2009-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure Date Value
2014 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,827,560
Total of all expenses incurred2014-12-31$2,866,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,860,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,620,754
Value of total assets at end of year2014-12-31$36,469,938
Value of total assets at beginning of year2014-12-31$33,508,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,113
Total interest from all sources2014-12-31$144,243
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,469,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,469,734
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,717,978
Participant contributions at end of year2014-12-31$15,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$629,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$694,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$680,846
Administrative expenses (other) incurred2014-12-31$6,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,961,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,469,938
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,508,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,241,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,099,260
Interest on participant loans2014-12-31$27,354
Interest earned on other investments2014-12-31$116,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,518,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,728,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$592,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,272,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,860,406
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,415,643
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,696,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,689,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,370,150
Value of total assets at end of year2013-12-31$33,508,897
Value of total assets at beginning of year2013-12-31$26,789,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,700
Total interest from all sources2013-12-31$141,967
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,316,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,316,781
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,605,726
Participant contributions at beginning of year2013-12-31$55,353
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$539,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$680,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$757,718
Administrative expenses (other) incurred2013-12-31$6,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,719,252
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,508,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,789,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,099,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,772,562
Interest on participant loans2013-12-31$27,856
Interest earned on other investments2013-12-31$114,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,728,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,163,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,586,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,224,729
Employer contributions (assets) at beginning of year2013-12-31$40,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,689,691
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD,LLP
Accountancy firm EIN2013-12-31440160260
2012 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,664,363
Total of all expenses incurred2012-12-31$2,284,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,281,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,068,071
Value of total assets at end of year2012-12-31$26,789,645
Value of total assets at beginning of year2012-12-31$23,409,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,515
Total interest from all sources2012-12-31$26,221
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$716,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$716,583
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,526,118
Participant contributions at end of year2012-12-31$55,353
Participant contributions at beginning of year2012-12-31$57,590
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,485
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$411,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$757,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$616,206
Administrative expenses (other) incurred2012-12-31$3,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,379,765
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,789,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,409,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,772,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,022,193
Interest on participant loans2012-12-31$26,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,163,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,653,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,853,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,130,898
Employer contributions (assets) at end of year2012-12-31$40,427
Employer contributions (assets) at beginning of year2012-12-31$47,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,281,083
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,747,459
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$680,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$677,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,690,310
Value of total assets at end of year2011-12-31$23,409,880
Value of total assets at beginning of year2011-12-31$21,342,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,850
Total interest from all sources2011-12-31$21,615
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$611,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$611,289
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,479,334
Participant contributions at end of year2011-12-31$57,590
Participant contributions at beginning of year2011-12-31$59,384
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,485
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,425
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$616,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$466,274
Administrative expenses (other) incurred2011-12-31$2,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,066,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,409,880
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,342,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,022,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,255,876
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$21,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,653,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,497,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-575,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,086,957
Employer contributions (assets) at end of year2011-12-31$47,791
Employer contributions (assets) at beginning of year2011-12-31$51,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$677,679
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS,
Accountancy firm EIN2011-12-31020476956
2010 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,617,931
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,152,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,148,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,516,812
Value of total assets at end of year2010-12-31$21,342,950
Value of total assets at beginning of year2010-12-31$17,877,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,225
Total interest from all sources2010-12-31$108,265
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$422,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$422,217
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,379,158
Participant contributions at end of year2010-12-31$59,384
Participant contributions at beginning of year2010-12-31$15,383
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,425
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$466,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$263,114
Administrative expenses (other) incurred2010-12-31$3,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,465,844
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,342,950
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,877,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,255,876
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,415,709
Interest on participant loans2010-12-31$15,740
Interest earned on other investments2010-12-31$92,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,497,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,157,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,570,637
Net investment gain/loss from pooled separate accounts2010-12-31$1,570,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,026,842
Employer contributions (assets) at end of year2010-12-31$51,665
Employer contributions (assets) at beginning of year2010-12-31$25,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,148,862
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS,
Accountancy firm EIN2010-12-31020476956
2009 : GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN

2014: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GIFFORD MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009625-01
Policy instance 1
Insurance contract or identification number1009625-01
Number of Individuals Covered214
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,718
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194452-001
Policy instance 2
Insurance contract or identification number194452-001
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009625-01
Policy instance 1
Insurance contract or identification number1009625-01
Number of Individuals Covered229
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,022
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,022
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009625-01
Policy instance 1
Insurance contract or identification number1009625-01
Number of Individuals Covered257
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009625-01
Policy instance 1
Insurance contract or identification number1009625-01
Number of Individuals Covered274
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009625-01
Policy instance 1
Insurance contract or identification number1009625-01
Number of Individuals Covered287
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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