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PORTER MEDICAL CENTER, INC. 403(B) PLAN 401k Plan overview

Plan NamePORTER MEDICAL CENTER, INC. 403(B) PLAN
Plan identification number 003

PORTER MEDICAL CENTER, INC. 403(B) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PORTER MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTER MEDICAL CENTER, INC.
Employer identification number (EIN):030310862
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about PORTER MEDICAL CENTER, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1986-11-14
Company Identification Number: 47519
Legal Registered Office Address: 462 Shelburne Road

Burlington
United States of America (USA)
05401

More information about PORTER MEDICAL CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER MEDICAL CENTER, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JENNIFER BERTRAND
0032016-01-01JENNIFER BERTRAND
0032015-01-01FRED KNIFFIN
0032014-01-01STEVEN T. CIAMPA STEVEN T. CIAMPA2015-10-14
0032013-01-01STEVEN T. CIAMPA STEVEN T. CIAMPA2014-10-13
0032012-01-01STEVEN T. CIAMPA STEVEN T. CIAMPA2013-10-14
0032011-01-01MARILYN A OLEJNIK MARILYN A OLEJNIK2012-10-03

Plan Statistics for PORTER MEDICAL CENTER, INC. 403(B) PLAN

401k plan membership statisitcs for PORTER MEDICAL CENTER, INC. 403(B) PLAN

Measure Date Value
2022: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01901
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01937
Total number of active participants reported on line 7a of the Form 55002021-01-01660
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01223
Total of all active and inactive participants2021-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01901
Number of participants with account balances2021-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,104
Total number of active participants reported on line 7a of the Form 55002020-01-01713
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01209
Total of all active and inactive participants2020-01-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01937
Number of participants with account balances2020-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01787
Total number of active participants reported on line 7a of the Form 55002019-01-01833
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01257
Total of all active and inactive participants2019-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,104
Number of participants with account balances2019-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01944
Total number of active participants reported on line 7a of the Form 55002018-01-01636
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01787
Number of participants with account balances2018-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0150
2017: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,086
Total number of active participants reported on line 7a of the Form 55002017-01-01798
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01944
Number of participants with account balances2017-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,057
Total number of active participants reported on line 7a of the Form 55002016-01-01884
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-011,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,086
Number of participants with account balances2016-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0171
2015: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,002
Total number of active participants reported on line 7a of the Form 55002015-01-01807
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01241
Total of all active and inactive participants2015-01-011,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,057
Number of participants with account balances2015-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01981
Total number of active participants reported on line 7a of the Form 55002014-01-01778
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01224
Total of all active and inactive participants2014-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,002
Number of participants with account balances2014-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01915
Total number of active participants reported on line 7a of the Form 55002013-01-01805
Number of other retired or separated participants entitled to future benefits2013-01-01209
Total of all active and inactive participants2013-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,014
Number of participants with account balances2013-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01846
Total number of active participants reported on line 7a of the Form 55002012-01-01805
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01868
Number of participants with account balances2012-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01820
Total number of active participants reported on line 7a of the Form 55002011-01-01753
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01826
Number of participants with account balances2011-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127

Financial Data on PORTER MEDICAL CENTER, INC. 403(B) PLAN

Measure Date Value
2022 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$41,180,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,134,156
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,887,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,803,833
Expenses. Certain deemed distributions of participant loans2022-12-31$1,906
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,067,324
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$49,201,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,647
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$27,222
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,419,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,419,077
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,397,710
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$130,636
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$410,853
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$72,611
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-8,021,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,201,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$9,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,147,921
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$7,698
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$10,819
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$442,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$442,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,705
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$480,297
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,647,779
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,258,761
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,803,833
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2022-12-31030327374
2021 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,631,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,087,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,048,212
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,342,930
Value of total assets at end of year2021-12-31$49,201,731
Value of total assets at beginning of year2021-12-31$44,657,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,196
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$23,220
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,823,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,823,449
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,976,110
Participant contributions at end of year2021-12-31$130,636
Participant contributions at beginning of year2021-12-31$145,185
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$55,517
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$195,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$32,958
Liabilities. Value of operating payables at end of year2021-12-31$1
Liabilities. Value of operating payables at beginning of year2021-12-31$1
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$4,544,052
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,201,730
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,657,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$6,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,147,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,875,822
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$7,412
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$15,544
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$442,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$777,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$777,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$264
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$480,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$803,488
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,441,861
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,170,899
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,048,212
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2021-12-31030327374
2020 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,197,372
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,499,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,446,817
Expenses. Certain deemed distributions of participant loans2020-12-31$21,777
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,264,925
Value of total assets at end of year2020-12-31$44,657,679
Value of total assets at beginning of year2020-12-31$37,959,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,712
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$28,962
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,394,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,394,732
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,729,762
Participant contributions at end of year2020-12-31$145,185
Participant contributions at beginning of year2020-12-31$222,032
Participant contributions at end of year2020-12-31$55,517
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$226,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$27,082
Liabilities. Value of operating payables at end of year2020-12-31$1
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$6,698,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,657,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,959,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$3,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,875,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,830,217
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$11,331
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$16,094
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$777,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$251,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$251,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,537
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$803,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$655,952
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,508,753
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,308,644
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,446,817
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2020-12-31010523282
2019 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$15,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,153,259
Total income from all sources (including contributions)2019-12-31$10,153,259
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,298,613
Total of all expenses incurred2019-12-31$3,298,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,222,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,222,631
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,963,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,963,491
Value of total assets at end of year2019-12-31$37,959,612
Value of total assets at end of year2019-12-31$37,959,612
Value of total assets at beginning of year2019-12-31$31,089,819
Value of total assets at beginning of year2019-12-31$31,089,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,982
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$74,406
Total interest from all sources2019-12-31$74,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,544,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,544,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,544,260
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,544,260
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
Value of fidelity bond cover2019-12-31$7,500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,418,169
Contributions received from participants2019-12-31$1,418,169
Participant contributions at end of year2019-12-31$222,032
Participant contributions at end of year2019-12-31$222,032
Participant contributions at beginning of year2019-12-31$135,653
Participant contributions at beginning of year2019-12-31$135,653
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$180,183
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$180,183
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,254
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$60
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-1,537
Other income not declared elsewhere2019-12-31$-1,537
Administrative expenses (other) incurred2019-12-31$75,501
Administrative expenses (other) incurred2019-12-31$75,501
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,854,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,959,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,959,612
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,089,819
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,089,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$481
Investment advisory and management fees2019-12-31$481
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,830,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,830,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,209,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,209,066
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$7,476
Interest on participant loans2019-12-31$7,476
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$64,644
Interest earned on other investments2019-12-31$64,644
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$251,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$251,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$225,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$225,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$225,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$225,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,286
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$655,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$655,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,339,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,339,769
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,572,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,572,639
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,460,068
Contributions received in cash from employer2019-12-31$1,460,068
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,222,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,222,631
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2019-12-31010523282
Accountancy firm EIN2019-12-31010523282
2018 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,934,645
Total of all expenses incurred2018-12-31$1,423,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,330,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,918,364
Value of total assets at end of year2018-12-31$31,089,819
Value of total assets at beginning of year2018-12-31$30,578,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$93,040
Total interest from all sources2018-12-31$78,377
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$607,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$607,506
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,915,597
Participant contributions at end of year2018-12-31$135,653
Participant contributions at beginning of year2018-12-31$134,435
Assets. Other investments not covered elsewhere at end of year2018-12-31$180,183
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$282,877
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$546,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$100
Other income not declared elsewhere2018-12-31$-15,462
Administrative expenses (other) incurred2018-12-31$93,040
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$511,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,089,819
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,578,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,209,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,940,032
Interest on participant loans2018-12-31$7,011
Interest earned on other investments2018-12-31$70,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$225,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$106,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$106,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,339,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,114,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,654,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,455,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,330,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2018-12-31010523282
2017 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,759,689
Total of all expenses incurred2017-12-31$2,204,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,128,001
Expenses. Certain deemed distributions of participant loans2017-12-31$1,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,438,749
Value of total assets at end of year2017-12-31$30,578,417
Value of total assets at beginning of year2017-12-31$25,023,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,441
Total interest from all sources2017-12-31$73,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$530,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$530,809
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,774,737
Participant contributions at end of year2017-12-31$134,435
Participant contributions at beginning of year2017-12-31$85,072
Assets. Other investments not covered elsewhere at end of year2017-12-31$282,877
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$245,829
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$532,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$185
Other income not declared elsewhere2017-12-31$39,881
Administrative expenses (other) incurred2017-12-31$75,441
Total non interest bearing cash at end of year2017-12-31$2
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,555,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,578,417
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,023,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,940,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,564,724
Interest on participant loans2017-12-31$4,355
Interest earned on other investments2017-12-31$68,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$106,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$209,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$209,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,114,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,918,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,676,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,131,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,128,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2017-12-31010523282
2016 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,038,290
Total of all expenses incurred2016-12-31$2,931,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,855,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,266,358
Value of total assets at end of year2016-12-31$25,023,318
Value of total assets at beginning of year2016-12-31$22,916,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,581
Total interest from all sources2016-12-31$63,289
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$406,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$406,503
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,693,788
Participant contributions at end of year2016-12-31$85,072
Assets. Other investments not covered elsewhere at end of year2016-12-31$245,829
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$261,156
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$222,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$185
Other income not declared elsewhere2016-12-31$9,868
Administrative expenses (other) incurred2016-12-31$67,706
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,107,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,023,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,916,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,564,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,959,914
Interest on participant loans2016-12-31$1,263
Interest earned on other investments2016-12-31$62,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$209,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$67,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$67,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,918,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,627,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,292,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,350,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,855,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2015 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,105,653
Total of all expenses incurred2015-12-31$1,738,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,704,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,302,864
Value of total assets at end of year2015-12-31$22,916,223
Value of total assets at beginning of year2015-12-31$21,548,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,877
Total interest from all sources2015-12-31$58,890
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$383,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$383,740
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,750,823
Assets. Other investments not covered elsewhere at end of year2015-12-31$261,156
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$175,941
Administrative expenses (other) incurred2015-12-31$33,877
Total non interest bearing cash at end of year2015-12-31$2
Total non interest bearing cash at beginning of year2015-12-31$4,168,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,367,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,916,223
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,548,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,959,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,380,010
Interest earned on other investments2015-12-31$58,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$67,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,627,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-639,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,376,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,704,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2015-12-31010523282
2014 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,002,703
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,045,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,983,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,899,618
Value of total assets at end of year2014-12-31$21,548,623
Value of total assets at beginning of year2014-12-31$19,591,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,559
Total interest from all sources2014-12-31$62,586
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,137,295
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$1,137,295
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,605,494
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$221,205
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$125,472
Total non interest bearing cash at end of year2014-12-31$4,168,613
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$1,956,831
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,548,623
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,591,792
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$17,380,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,893,904
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$62,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,476,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-96,796
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$1,168,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,983,313
Contract administrator fees2014-12-31$62,559
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 name2014-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2014-12-31010523282
2013 : PORTER MEDICAL CENTER, INC. 403(B) 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$5,959,155
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,014,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$979,055
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$-5,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,710,737
Value of total assets at end of year2013-12-31$19,591,792
Value of total assets at beginning of year2013-12-31$14,647,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,920
Total interest from all sources2013-12-31$45,862
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$608,890
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$608,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,473,702
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$221,205
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$168,319
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,576
Administrative expenses (other) incurred2013-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,944,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,591,792
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,647,588
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$16,893,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,823,804
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$45,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,476,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,655,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,593,666
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$1,229,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$979,055
Contract administrator fees2013-12-31$40,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2013-12-31010523282
2012 : PORTER MEDICAL CENTER, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,183,567
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$351,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$320,008
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,569,948
Value of total assets at end of year2012-12-31$14,647,588
Value of total assets at beginning of year2012-12-31$10,815,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,833
Total interest from all sources2012-12-31$38,662
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$340,090
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$340,090
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,324,946
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$168,319
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$119,407
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$78,342
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,831,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,647,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,815,862
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$12,823,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,472,780
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$38,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,655,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,223,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,234,867
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$1,166,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$320,008
Contract administrator fees2012-12-31$31,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BERRY DUNN MCNEIL AND PARKER
Accountancy firm EIN2012-12-31010523282
2011 : PORTER MEDICAL CENTER, INC. 403(B) 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$2,107,937
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$827,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$797,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,408,803
Value of total assets at end of year2011-12-31$10,815,862
Value of total assets at beginning of year2011-12-31$9,535,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,793
Total interest from all sources2011-12-31$50,420
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$257,320
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$257,320
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,155,688
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$119,407
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$162,683
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$95,916
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$1,280,400
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,815,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,535,462
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$9,472,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,051,761
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$50,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,223,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,321,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-608,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,157,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$797,744
Contract administrator fees2011-12-31$29,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BERRY DUNN MCNEIL AND PARKER
Accountancy firm EIN2011-12-31010523282
2010 : PORTER MEDICAL CENTER, INC. 403(B) 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$3,839,280
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$323,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$302,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,712,687
Value of total assets at end of year2010-12-31$9,535,462
Value of total assets at beginning of year2010-12-31$6,019,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,426
Total interest from all sources2010-12-31$37,331
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$108,118
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$108,118
Administrative expenses professional fees incurred2010-12-31$20,426
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,139,568
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$162,683
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$119,266
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$443,470
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$3,516,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,535,462
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,019,401
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$8,051,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,325,019
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$37,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,321,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$575,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$981,144
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$1,129,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$302,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BERRY, DUNN, MCNEIL, AND PARKER
Accountancy firm EIN2010-12-31010523282

Form 5500 Responses for PORTER MEDICAL CENTER, INC. 403(B) PLAN

2022: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PORTER MEDICAL CENTER, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80119
Policy instance 1
Insurance contract or identification numberGA80119
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80119
Policy instance 1
Insurance contract or identification numberGA80119
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80119
Policy instance 1
Insurance contract or identification numberGA80119
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80119
Policy instance 1
Insurance contract or identification numberGA80119
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069781
Policy instance 1
Insurance contract or identification numberTA069781
Number of Individuals Covered787
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069781
Policy instance 1
Insurance contract or identification numberTA069781
Number of Individuals Covered765
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-01-05
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069781
Policy instance 2
Insurance contract or identification numberTA069781
Number of Individuals Covered860
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered789
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
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered789
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered712
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 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered644
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 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58702
Policy instance 1
Insurance contract or identification number58702
Number of Individuals Covered653
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 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?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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