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SUN RIVER HEALTH 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSUN RIVER HEALTH 403(B) RETIREMENT PLAN
Plan identification number 001

SUN RIVER HEALTH 403(B) RETIREMENT PLAN Benefits

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

SUN RIVER HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUN RIVER HEALTH, INC.
Employer identification number (EIN):132828349
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about SUN RIVER HEALTH, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1975-08-05
Company Identification Number: 376551
Legal Registered Office Address: 1037 MAIN STREET
Westchester
PEEKSKILL
United States of America (USA)
10566

More information about SUN RIVER HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN RIVER HEALTH 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01JAMES D. SINKOFF2020-10-08
0012018-01-01JAMES D. SINKOFF2019-10-15
0012017-01-01DARRELL TILLMAN
0012017-01-01
0012017-01-01JAMES D. SINKOFF2018-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KATHERINE M. BRIEGER
0012011-01-01KATHERINE M. BRIEGER
0012010-01-01KATHERINE M. BRIEGER
0012009-01-01KATHERINE M BRIEGER

Plan Statistics for SUN RIVER HEALTH 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SUN RIVER HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,580
Total number of active participants reported on line 7a of the Form 55002022-01-011,885
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01876
Total of all active and inactive participants2022-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-012,795
Number of participants with account balances2022-01-012,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0178
2021: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,944
Total number of active participants reported on line 7a of the Form 55002021-01-011,656
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01893
Total of all active and inactive participants2021-01-012,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-012,580
Number of participants with account balances2021-01-012,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0198
2020: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,599
Total number of active participants reported on line 7a of the Form 55002020-01-013,002
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01922
Total of all active and inactive participants2020-01-013,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-013,944
Number of participants with account balances2020-01-012,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0169
2019: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,682
Total number of active participants reported on line 7a of the Form 55002019-01-011,763
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01822
Total of all active and inactive participants2019-01-012,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,599
Number of participants with account balances2019-01-012,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0177
2018: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,105
Total number of active participants reported on line 7a of the Form 55002018-01-011,263
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01406
Total of all active and inactive participants2018-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,682
Number of participants with account balances2018-01-011,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0155
2017: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01796
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01242
Number of participants with account balances2017-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-01797
2016: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01685
Total number of active participants reported on line 7a of the Form 55002016-01-01591
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01196
Total of all active and inactive participants2016-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01796
Number of participants with account balances2016-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01733
Total number of active participants reported on line 7a of the Form 55002015-01-01748
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01122
Total of all active and inactive participants2015-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01878
Number of participants with account balances2015-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01659
Total number of active participants reported on line 7a of the Form 55002014-01-01632
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01733
Number of participants with account balances2014-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01570
Total number of active participants reported on line 7a of the Form 55002013-01-01558
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0197
Total of all active and inactive participants2013-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01659
Number of participants with account balances2013-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01540
Total number of active participants reported on line 7a of the Form 55002012-01-01458
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01570
Number of participants with account balances2012-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01528
Total number of active participants reported on line 7a of the Form 55002011-01-01426
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01540
Total participants2011-01-01540
Number of participants with account balances2011-01-01530
2010: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01496
Total number of active participants reported on line 7a of the Form 55002010-01-01433
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-01528
Total participants2010-01-01528
Number of participants with account balances2010-01-01495
2009: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01459
Total number of active participants reported on line 7a of the Form 55002009-01-01450
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01496
Total participants2009-01-01496
Number of participants with account balances2009-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SUN RIVER HEALTH 403(B) RETIREMENT PLAN

Measure Date Value
2022 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,971,462
Total of all expenses incurred2022-12-31$8,983,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,799,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,826,998
Value of total assets at end of year2022-12-31$114,686,333
Value of total assets at beginning of year2022-12-31$129,641,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,200
Total interest from all sources2022-12-31$128,107
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,694,651
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$1,694,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$6,183,926
Participant contributions at end of year2022-12-31$2,718,053
Participant contributions at beginning of year2022-12-31$2,691,550
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$647,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,331
Administrative expenses (other) incurred2022-12-31$184,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,955,149
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,686,333
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$129,641,482
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,061,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$114,137,007
Value of interest in pooled separate accounts at end of year2022-12-31$3,743
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,664
Interest on participant loans2022-12-31$128,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,414,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,401,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,621,218
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
Contributions received in cash from employer2022-12-31$5,995,514
Employer contributions (assets) at end of year2022-12-31$6,484,420
Employer contributions (assets) at beginning of year2022-12-31$6,404,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,799,487
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
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$28,995,873
Total of all expenses incurred2021-12-31$12,143,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,822,903
Expenses. Certain deemed distributions of participant loans2021-12-31$114,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,702,883
Value of total assets at end of year2021-12-31$129,641,482
Value of total assets at beginning of year2021-12-31$112,789,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$206,465
Total interest from all sources2021-12-31$291,748
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,676,234
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$1,676,234
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,960,494
Participant contributions at end of year2021-12-31$2,691,550
Participant contributions at beginning of year2021-12-31$2,039,435
Participant contributions at beginning of year2021-12-31$174,252
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$337,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,050
Administrative expenses (other) incurred2021-12-31$206,465
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
Value of net income/loss2021-12-31$16,851,969
Value of net assets at end of year (total assets less liabilities)2021-12-31$129,641,482
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$112,789,513
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$114,137,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,869,093
Value of interest in pooled separate accounts at end of year2021-12-31$3,664
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,587
Interest on participant loans2021-12-31$122,392
Interest earned on other investments2021-12-31$169,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,401,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,954,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,324,902
Net investment gain/loss from pooled separate accounts2021-12-31$106
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
Contributions received in cash from employer2021-12-31$6,404,459
Employer contributions (assets) at end of year2021-12-31$6,404,459
Employer contributions (assets) at beginning of year2021-12-31$6,740,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,822,903
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
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$28,727,036
Total of all expenses incurred2020-12-31$7,852,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,626,864
Expenses. Certain deemed distributions of participant loans2020-12-31$56,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,625,326
Value of total assets at end of year2020-12-31$112,789,513
Value of total assets at beginning of year2020-12-31$91,914,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$168,389
Total interest from all sources2020-12-31$289,306
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,466,783
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$1,466,783
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,168,841
Participant contributions at end of year2020-12-31$2,039,435
Participant contributions at beginning of year2020-12-31$1,974,274
Participant contributions at end of year2020-12-31$174,252
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$869,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$168,389
Total non interest bearing cash at beginning of year2020-12-31$110,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,874,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$112,789,513
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,914,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$96,869,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$79,500,129
Value of interest in pooled separate accounts at end of year2020-12-31$3,587
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,513
Interest on participant loans2020-12-31$114,863
Interest earned on other investments2020-12-31$174,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,954,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,575,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,345,517
Net investment gain/loss from pooled separate accounts2020-12-31$104
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
Contributions received in cash from employer2020-12-31$6,586,934
Employer contributions (assets) at end of year2020-12-31$6,740,898
Employer contributions (assets) at beginning of year2020-12-31$4,750,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,626,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$25,580,510
Total of all expenses incurred2019-12-31$4,949,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,655,627
Expenses. Certain deemed distributions of participant loans2019-12-31$109,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,111,399
Value of total assets at end of year2019-12-31$91,914,592
Value of total assets at beginning of year2019-12-31$71,283,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,305
Total interest from all sources2019-12-31$185,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,329,704
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$1,329,704
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,614,826
Participant contributions at end of year2019-12-31$1,974,274
Participant contributions at beginning of year2019-12-31$933,418
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$659,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,762,143
Total non interest bearing cash at end of year2019-12-31$110,233
Total non interest bearing cash at beginning of year2019-12-31$116,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,631,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,914,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,283,488
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,500,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,347,880
Value of interest in pooled separate accounts at end of year2019-12-31$3,513
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,441
Interest on participant loans2019-12-31$85,495
Interest earned on other investments2019-12-31$100,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,575,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,365,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,953,404
Net investment gain/loss from pooled separate accounts2019-12-31$72
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,837,219
Employer contributions (assets) at end of year2019-12-31$4,750,622
Employer contributions (assets) at beginning of year2019-12-31$4,754,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,655,627
Contract administrator fees2019-12-31$184,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$13,762,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$133,010
Total income from all sources (including contributions)2018-12-31$6,964,229
Total of all expenses incurred2018-12-31$4,307,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,778,079
Expenses. Certain deemed distributions of participant loans2018-12-31$412,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,087,994
Value of total assets at end of year2018-12-31$71,283,488
Value of total assets at beginning of year2018-12-31$54,997,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,145
Total interest from all sources2018-12-31$90,213
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,016,466
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$1,016,466
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,094,703
Participant contributions at end of year2018-12-31$933,418
Participant contributions at beginning of year2018-12-31$1,058,827
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$252,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,762,143
Total non interest bearing cash at end of year2018-12-31$116,951
Total non interest bearing cash at beginning of year2018-12-31$167,439
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$2,657,162
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,283,488
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,864,183
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$49,347,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,510,914
Value of interest in pooled separate accounts at end of year2018-12-31$3,441
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,370
Interest on participant loans2018-12-31$36,944
Interest earned on other investments2018-12-31$53,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,365,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,999,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,230,544
Net investment gain/loss from pooled separate accounts2018-12-31$100
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$4,741,055
Employer contributions (assets) at end of year2018-12-31$4,754,484
Employer contributions (assets) at beginning of year2018-12-31$4,257,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,778,079
Contract administrator fees2018-12-31$116,145
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
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$133,010
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$133,010
Total income from all sources (including contributions)2017-12-31$14,730,374
Total of all expenses incurred2017-12-31$3,468,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,336,017
Expenses. Certain deemed distributions of participant loans2017-12-31$99,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,492,495
Value of total assets at end of year2017-12-31$54,997,193
Value of total assets at beginning of year2017-12-31$43,601,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,268
Total interest from all sources2017-12-31$99,403
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,290,883
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$1,290,883
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$3,047,833
Participant contributions at end of year2017-12-31$1,058,827
Participant contributions at beginning of year2017-12-31$762,683
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$267,348
Assets. Loans (other than to participants) at beginning of year2017-12-31$762,683
Administrative expenses (other) incurred2017-12-31$39,018
Total non interest bearing cash at end of year2017-12-31$167,439
Total non interest bearing cash at beginning of year2017-12-31$23,208
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$11,262,184
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,864,183
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,601,999
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$47,510,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,452,100
Value of interest in pooled separate accounts at end of year2017-12-31$3,370
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,302
Interest on participant loans2017-12-31$31,144
Interest earned on other investments2017-12-31$68,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,999,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,688,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,847,525
Net investment gain/loss from pooled separate accounts2017-12-31$68
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$4,177,314
Employer contributions (assets) at end of year2017-12-31$4,257,465
Employer contributions (assets) at beginning of year2017-12-31$3,672,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,336,017
Contract administrator fees2017-12-31$32,268
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$133,010
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,261,405
Total of all expenses incurred2016-12-31$2,463,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,366,776
Expenses. Certain deemed distributions of participant loans2016-12-31$77,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,646,103
Value of total assets at end of year2016-12-31$43,601,999
Value of total assets at beginning of year2016-12-31$36,804,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,171
Total interest from all sources2016-12-31$30,070
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,294,226
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$1,294,226
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,604,537
Participant contributions at end of year2016-12-31$762,683
Participant contributions at beginning of year2016-12-31$701,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$468,506
Total non interest bearing cash at end of year2016-12-31$23,208
Total non interest bearing cash at beginning of year2016-12-31$16,162
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$6,797,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,601,999
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,804,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,452,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,469,331
Value of interest in pooled separate accounts at end of year2016-12-31$3,302
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,237
Interest on participant loans2016-12-31$30,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,688,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$791,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,291,006
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$3,573,060
Employer contributions (assets) at end of year2016-12-31$3,672,591
Employer contributions (assets) at beginning of year2016-12-31$2,822,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,366,776
Contract administrator fees2016-12-31$19,171
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,582,854
Total of all expenses incurred2015-12-31$2,099,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,037,817
Expenses. Certain deemed distributions of participant loans2015-12-31$40,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,635,528
Value of total assets at end of year2015-12-31$36,804,111
Value of total assets at beginning of year2015-12-31$33,321,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,688
Total interest from all sources2015-12-31$25,069
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,604,710
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$1,604,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,272,773
Participant contributions at end of year2015-12-31$701,353
Participant contributions at beginning of year2015-12-31$512,006
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$521,878
Total non interest bearing cash at end of year2015-12-31$16,162
Total non interest bearing cash at beginning of year2015-12-31$15,616
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$3,482,958
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,804,111
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,321,153
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$32,469,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,773,583
Value of interest in pooled separate accounts at end of year2015-12-31$3,237
Value of interest in pooled separate accounts at beginning of year2015-12-31$68,582
Interest on participant loans2015-12-31$25,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$791,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$786,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,682,453
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$2,840,877
Employer contributions (assets) at end of year2015-12-31$2,822,622
Employer contributions (assets) at beginning of year2015-12-31$2,165,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,037,817
Contract administrator fees2015-12-31$21,688
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,726,404
Total of all expenses incurred2014-12-31$2,038,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,944,139
Expenses. Certain deemed distributions of participant loans2014-12-31$46,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,059,774
Value of total assets at end of year2014-12-31$33,321,153
Value of total assets at beginning of year2014-12-31$29,633,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,672
Total interest from all sources2014-12-31$15,233
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,767,008
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$1,767,008
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,788,555
Participant contributions at end of year2014-12-31$512,006
Participant contributions at beginning of year2014-12-31$315,632
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$106,047
Total non interest bearing cash at end of year2014-12-31$15,616
Total non interest bearing cash at beginning of year2014-12-31$15,088
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$3,687,462
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,321,153
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,633,691
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$29,773,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,713,773
Value of interest in pooled separate accounts at end of year2014-12-31$68,582
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,414
Interest on participant loans2014-12-31$15,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$786,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$941,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-181,828
Net investment gain/loss from pooled separate accounts2014-12-31$66,217
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$2,165,172
Employer contributions (assets) at end of year2014-12-31$2,165,172
Employer contributions (assets) at beginning of year2014-12-31$1,643,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,944,139
Contract administrator fees2014-12-31$48,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,372,833
Total of all expenses incurred2013-12-31$968,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$942,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,777,759
Value of total assets at end of year2013-12-31$29,633,691
Value of total assets at beginning of year2013-12-31$23,229,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,047
Total interest from all sources2013-12-31$46,060
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,023,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,023,574
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,674,300
Participant contributions at end of year2013-12-31$315,632
Participant contributions at beginning of year2013-12-31$190,724
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$459,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12
Total non interest bearing cash at end of year2013-12-31$15,088
Total non interest bearing cash at beginning of year2013-12-31$14,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,404,366
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,633,691
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,229,325
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$26,713,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,508,938
Value of interest in pooled separate accounts at end of year2013-12-31$3,414
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,344
Interest on participant loans2013-12-31$14,708
Interest earned on other investments2013-12-31$31,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$941,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,009,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,525,370
Net investment gain/loss from pooled separate accounts2013-12-31$70
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$1,643,911
Employer contributions (assets) at end of year2013-12-31$1,643,911
Employer contributions (assets) at beginning of year2013-12-31$1,502,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$942,420
Contract administrator fees2013-12-31$26,047
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,205,100
Total of all expenses incurred2012-12-31$420,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$399,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,160,328
Value of total assets at end of year2012-12-31$23,229,325
Value of total assets at beginning of year2012-12-31$18,444,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,916
Total interest from all sources2012-12-31$42,603
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$477,580
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$477,580
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,602,839
Participant contributions at end of year2012-12-31$190,724
Participant contributions at beginning of year2012-12-31$266,416
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$44,222
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$291
Total non interest bearing cash at end of year2012-12-31$14,577
Total non interest bearing cash at beginning of year2012-12-31$14,084
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$4,784,334
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,229,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,444,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,508,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,887,165
Value of interest in pooled separate accounts at end of year2012-12-31$3,344
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,280
Interest on participant loans2012-12-31$9,646
Interest earned on other investments2012-12-31$32,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$811,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$811,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,009,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,057,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,524,445
Net investment gain/loss from pooled separate accounts2012-12-31$144
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$1,503,631
Employer contributions (assets) at end of year2012-12-31$1,502,715
Employer contributions (assets) at beginning of year2012-12-31$1,360,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$399,850
Contract administrator fees2012-12-31$20,916
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 name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,570,690
Total of all expenses incurred2011-12-31$604,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$591,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,835,941
Value of total assets at end of year2011-12-31$18,444,991
Value of total assets at beginning of year2011-12-31$16,479,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,873
Total interest from all sources2011-12-31$44,337
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$476,017
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$476,017
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,412,942
Participant contributions at end of year2011-12-31$266,416
Participant contributions at beginning of year2011-12-31$242,704
Participant contributions at end of year2011-12-31$44,222
Participant contributions at beginning of year2011-12-31$43,764
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$291
Total non interest bearing cash at end of year2011-12-31$14,084
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$1,965,759
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,444,991
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,479,232
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$14,887,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,380,017
Value of interest in pooled separate accounts at end of year2011-12-31$3,280
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,784
Interest on participant loans2011-12-31$9,751
Interest earned on other investments2011-12-31$34,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$811,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$550,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$550,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,057,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,029,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-785,663
Net investment gain/loss from pooled separate accounts2011-12-31$58
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$1,360,732
Employer contributions (assets) at end of year2011-12-31$1,360,732
Employer contributions (assets) at beginning of year2011-12-31$1,229,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$591,058
Contract administrator fees2011-12-31$13,873
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 name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,021,908
Total of all expenses incurred2010-12-31$429,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$406,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,429,970
Value of total assets at end of year2010-12-31$16,479,232
Value of total assets at beginning of year2010-12-31$12,886,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,687
Total interest from all sources2010-12-31$47,867
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$330,145
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$330,145
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,200,232
Participant contributions at end of year2010-12-31$242,704
Participant contributions at beginning of year2010-12-31$240,622
Participant contributions at end of year2010-12-31$43,764
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$3,592,236
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,479,232
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,886,996
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$13,380,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,625,833
Value of interest in pooled separate accounts at end of year2010-12-31$3,784
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,640
Interest on participant loans2010-12-31$9,122
Interest earned on other investments2010-12-31$35,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$550,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,943,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,943,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,029,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,066,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,213,848
Net investment gain/loss from pooled separate accounts2010-12-31$78
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$1,229,738
Employer contributions (assets) at end of year2010-12-31$1,229,738
Employer contributions (assets) at beginning of year2010-12-31$1,006,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$406,985
Contract administrator fees2010-12-31$22,687
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 name2010-12-31J H COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUN RIVER HEALTH 403(B) RETIREMENT PLAN

2022: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT 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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: SUN RIVER HEALTH 403(B) RETIREMENT 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: SUN RIVER HEALTH 403(B) RETIREMENT 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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUN RIVER HEALTH 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered2773
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered2537
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered43
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered2824
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered45
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069863
Policy instance 3
Insurance contract or identification numberTA069863
Number of Individuals Covered2516
Insurance policy start date2019-09-27
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered48
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered50
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered1537
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069863
Policy instance 2
Insurance contract or identification numberTA069863
Number of Individuals Covered1039
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered53
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
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered61
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered67
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered74
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered78
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered79
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067760
Policy instance 1
Insurance contract or identification numberFA067760
Number of Individuals Covered90
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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