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LIFEPOINT PORTAGE RETIREMENT PLAN 401k Plan overview

Plan NameLIFEPOINT PORTAGE RETIREMENT PLAN
Plan identification number 004

LIFEPOINT PORTAGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LIFEPOINT HEALTH, INC.
Employer identification number (EIN):201538254
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LIFEPOINT HEALTH, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3841745

More information about LIFEPOINT HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEPOINT PORTAGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01JOHN BUMPUS JOHN BUMPUS2017-10-13
0042015-01-01JOHN BUMPUS
0042014-01-01JOHN BUMPUS
0042013-12-01JOHN BUMPUS

Financial Data on LIFEPOINT PORTAGE RETIREMENT PLAN

Measure Date Value
2016 : LIFEPOINT PORTAGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$42,864,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,897,311
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,725,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,632,085
Expenses. Certain deemed distributions of participant loans2016-12-31$5,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,860,443
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$36,692,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,993
Total interest from all sources2016-12-31$48,327
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$67,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$67,724
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,504,265
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,194,042
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$74,383
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,856
Other income not declared elsewhere2016-12-31$2,579
Administrative expenses (other) incurred2016-12-31$87,993
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$4
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$6,171,814
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,692,758
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,061,152
Interest on participant loans2016-12-31$48,327
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$31,363,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$275,750
Net investment gain or loss from common/collective trusts2016-12-31$2,642,488
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,291,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,632,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 name2016-12-31LMBC, PC
Accountancy firm EIN2016-12-31621199757
2015 : LIFEPOINT PORTAGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$31,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$152,559
Total income from all sources (including contributions)2015-12-31$6,690,052
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,369,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,225,692
Expenses. Certain deemed distributions of participant loans2015-12-31$9,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,119,018
Value of total assets at end of year2015-12-31$36,692,758
Value of total assets at beginning of year2015-12-31$34,493,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$133,345
Total interest from all sources2015-12-31$55,815
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$149,476
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$149,476
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,554,012
Participant contributions at end of year2015-12-31$1,194,042
Participant contributions at beginning of year2015-12-31$1,381,557
Assets. Other investments not covered elsewhere at end of year2015-12-31$74,383
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$36,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$163,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$152,559
Other income not declared elsewhere2015-12-31$-857
Administrative expenses (other) incurred2015-12-31$133,345
Total non interest bearing cash at end of year2015-12-31$4
Total non interest bearing cash at beginning of year2015-12-31$145,842
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$2,321,043
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,692,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,340,487
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$4,061,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,626,630
Interest on participant loans2015-12-31$55,666
Value of interest in common/collective trusts at end of year2015-12-31$31,363,177
Value of interest in common/collective trusts at beginning of year2015-12-31$2,568,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$732,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$732,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,192,549
Net investment gain or loss from common/collective trusts2015-12-31$-1,825,949
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,401,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,225,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : LIFEPOINT PORTAGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$152,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$36,433,266
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,180,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,103,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$34,814,512
Value of total assets at end of year2014-12-31$34,493,046
Value of total assets at beginning of year2014-12-31$87,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,558
Total interest from all sources2014-12-31$43,130
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$375,221
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$375,221
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,889,921
Participant contributions at end of year2014-12-31$1,381,557
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$36,557
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,514,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$152,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$145,842
Total non interest bearing cash at beginning of year2014-12-31$8,714
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$34,252,565
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,340,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,922
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$29,626,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,349
Interest on participant loans2014-12-31$42,667
Value of interest in common/collective trusts at end of year2014-12-31$2,568,948
Value of interest in common/collective trusts at beginning of year2014-12-31$48,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$732,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-267,687
Net investment gain or loss from common/collective trusts2014-12-31$1,468,090
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,409,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,103,143
Contract administrator fees2014-12-31$77,558
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 name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : LIFEPOINT PORTAGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$87,922
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$87,753
Value of total assets at end of year2013-12-31$87,922
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$37,667
Total non interest bearing cash at end of year2013-12-31$8,714
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$87,922
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,922
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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$30,349
Value of interest in common/collective trusts at end of year2013-12-31$48,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44
Net investment gain or loss from common/collective trusts2013-12-31$125
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$50,086
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

Form 5500 Responses for LIFEPOINT PORTAGE RETIREMENT PLAN

2016: LIFEPOINT PORTAGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFEPOINT PORTAGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFEPOINT PORTAGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFEPOINT PORTAGE RETIREMENT PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01First time form 5500 has been submittedYes
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes

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