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EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameEAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN
Plan identification number 001

EAGLEVILLE HOSPITAL SAVINGS & 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:EAGLEVILLE HOSPITAL
Employer identification number (EIN):231352115
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01AL SALVITTI
0012016-07-01ZOE YOUSAITIS
0012015-07-01ZOE YOUSAITIS
0012014-07-01ZOE YOUSAITIS
0012013-07-01ZOE YOUSAITIS
0012012-07-01ZOE YOUSAITIS
0012011-07-01ZOE YOUSAITIS
0012010-07-01ZOE YOUSAITIS
0012009-07-01ZOE YOUSAITIS ZOE YOUSAITIS2011-06-01
0012009-07-01ZOE YOUSAITIS ZOE YOUSAITIS2011-04-15

Plan Statistics for EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN

Measure Date Value
2021: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01399
Total number of active participants reported on line 7a of the Form 55002021-07-01203
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01119
Total of all active and inactive participants2021-07-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01322
Number of participants with account balances2021-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01469
Total number of active participants reported on line 7a of the Form 55002020-07-01290
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01109
Total of all active and inactive participants2020-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01399
Number of participants with account balances2020-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01453
Total number of active participants reported on line 7a of the Form 55002019-07-01384
Number of retired or separated participants receiving benefits2019-07-015
Number of other retired or separated participants entitled to future benefits2019-07-0180
Total of all active and inactive participants2019-07-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01469
Number of participants with account balances2019-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01474
Total number of active participants reported on line 7a of the Form 55002018-07-01395
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0157
Total of all active and inactive participants2018-07-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01453
Number of participants with account balances2018-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01443
Total number of active participants reported on line 7a of the Form 55002017-07-01422
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0151
Total of all active and inactive participants2017-07-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01474
Number of participants with account balances2017-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01481
Total number of active participants reported on line 7a of the Form 55002016-07-01392
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01443
Number of participants with account balances2016-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01480
Total number of active participants reported on line 7a of the Form 55002015-07-01431
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0149
Total of all active and inactive participants2015-07-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01481
Number of participants with account balances2015-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01466
Total number of active participants reported on line 7a of the Form 55002014-07-01440
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0140
Total of all active and inactive participants2014-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01480
Number of participants with account balances2014-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01405
Total number of active participants reported on line 7a of the Form 55002013-07-01436
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01466
Number of participants with account balances2013-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01361
Total number of active participants reported on line 7a of the Form 55002012-07-01376
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0129
Total of all active and inactive participants2012-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01406
Number of participants with account balances2012-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01360
Total number of active participants reported on line 7a of the Form 55002011-07-01326
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0114
Total of all active and inactive participants2011-07-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01341
Number of participants with account balances2011-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01329
Total number of active participants reported on line 7a of the Form 55002010-07-01351
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-019
Total of all active and inactive participants2010-07-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01360
Number of participants with account balances2010-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01356
Total number of active participants reported on line 7a of the Form 55002009-07-01326
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01329
Number of participants with account balances2009-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN

Measure Date Value
2022 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-629,489
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,756,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,726,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,091,888
Value of total assets at end of year2022-06-30$10,478,148
Value of total assets at beginning of year2022-06-30$12,864,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$30,385
Total interest from all sources2022-06-30$6,271
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$133,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$133,655
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$799,306
Participant contributions at end of year2022-06-30$142,957
Participant contributions at beginning of year2022-06-30$110,752
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$470
Other income not declared elsewhere2022-06-30$25,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,386,296
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,478,148
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,864,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$25,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,195,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,480,052
Interest on participant loans2022-06-30$6,271
Income. Interest from loans (other than to participants)2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$42
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,139,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,273,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,887,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$292,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,726,422
Contract administrator fees2022-06-30$4,885
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KREISCHER MILLER
Accountancy firm EIN2022-06-30231980475
2021 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,092,882
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,057,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,046,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,345,029
Value of total assets at end of year2021-06-30$12,864,444
Value of total assets at beginning of year2021-06-30$10,829,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$11,073
Total interest from all sources2021-06-30$8,034
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$324,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$324,108
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$683,614
Participant contributions at end of year2021-06-30$110,752
Participant contributions at beginning of year2021-06-30$191,214
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$392,066
Other income not declared elsewhere2021-06-30$16,763
Administrative expenses (other) incurred2021-06-30$1,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,035,354
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,864,444
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,829,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$7,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,480,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,168,522
Interest on participant loans2021-06-30$8,034
Income. Interest from loans (other than to participants)2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,273,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,469,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,398,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$269,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,046,455
Contract administrator fees2021-06-30$1,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KREISCHER MILLER
Accountancy firm EIN2021-06-30231980475
2020 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,451,367
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$791,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$787,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,020,050
Value of total assets at end of year2020-06-30$10,829,090
Value of total assets at beginning of year2020-06-30$10,168,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,543
Total interest from all sources2020-06-30$28,283
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$489,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$489,627
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$700,965
Participant contributions at end of year2020-06-30$191,214
Participant contributions at beginning of year2020-06-30$182,375
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$26,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$660,286
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,829,090
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,168,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,168,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,659,631
Interest on participant loans2020-06-30$9,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$18,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,469,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,326,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-86,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$292,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$787,538
Contract administrator fees2020-06-30$3,543
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KREISCHER MILLER
Accountancy firm EIN2020-06-30231980475
2019 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,949,826
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,264,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,260,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,409,935
Value of total assets at end of year2019-06-30$10,168,804
Value of total assets at beginning of year2019-06-30$9,483,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,412
Total interest from all sources2019-06-30$31,546
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$593,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$593,365
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$832,663
Participant contributions at end of year2019-06-30$182,375
Participant contributions at beginning of year2019-06-30$190,648
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$217,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$685,405
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,168,804
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,483,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,659,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,984,281
Interest on participant loans2019-06-30$10,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$21,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,326,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,308,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-85,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$360,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,260,009
Contract administrator fees2019-06-30$4,412
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KREISCHER MILLER
Accountancy firm EIN2019-06-30231980475
2018 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,022,465
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$930,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$926,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,295,064
Value of total assets at end of year2018-06-30$9,483,399
Value of total assets at beginning of year2018-06-30$8,391,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,100
Total interest from all sources2018-06-30$25,084
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$514,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$514,685
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$731,939
Participant contributions at end of year2018-06-30$190,648
Participant contributions at beginning of year2018-06-30$151,222
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$234,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,091,965
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,483,399
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,391,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,984,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,900,501
Interest on participant loans2018-06-30$7,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$17,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,308,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,339,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$187,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$328,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$926,400
Contract administrator fees2018-06-30$4,100
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KREISCHER MILLER
Accountancy firm EIN2018-06-30231980475
2017 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,968,134
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$744,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$740,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,109,254
Value of total assets at end of year2017-06-30$8,391,434
Value of total assets at beginning of year2017-06-30$7,167,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,315
Total interest from all sources2017-06-30$21,903
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$235,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$710,283
Participant contributions at end of year2017-06-30$151,222
Participant contributions at beginning of year2017-06-30$104,743
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$81,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,223,725
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,391,434
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,167,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$4,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,900,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,771,679
Interest on participant loans2017-06-30$6,008
Interest earned on other investments2017-06-30$558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$15,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,339,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,291,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$601,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$317,868
Income. Dividends from common stock2017-06-30$235,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$740,094
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KREISCHER MILLER
Accountancy firm EIN2017-06-30231980475
2016 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$979,446
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$716,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$699,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$991,061
Value of total assets at end of year2016-06-30$7,167,709
Value of total assets at beginning of year2016-06-30$6,904,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$17,260
Total interest from all sources2016-06-30$18,243
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$309,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$663,130
Participant contributions at end of year2016-06-30$104,743
Participant contributions at beginning of year2016-06-30$124,274
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$27,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$262,776
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,167,709
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,904,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$17,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,771,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,370,149
Interest on participant loans2016-06-30$4,799
Interest earned on other investments2016-06-30$13,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,291,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,395,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-339,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$300,611
Employer contributions (assets) at beginning of year2016-06-30$15,442
Income. Dividends from common stock2016-06-30$309,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$699,410
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KREISCHER MILLER
Accountancy firm EIN2016-06-30231980475
2015 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,167,782
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$420,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$403,545
Value of total corrective distributions2015-06-30$905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$987,358
Value of total assets at end of year2015-06-30$6,904,933
Value of total assets at beginning of year2015-06-30$6,157,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$16,009
Total interest from all sources2015-06-30$4,553
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$666,183
Participant contributions at end of year2015-06-30$124,274
Participant contributions at beginning of year2015-06-30$90,537
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$747,323
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,904,933
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,157,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$16,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,370,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,716,281
Interest on participant loans2015-06-30$4,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,395,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,350,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$175,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$317,868
Employer contributions (assets) at end of year2015-06-30$15,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$403,545
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KREISCHER MILLER
Accountancy firm EIN2015-06-30231980475
2014 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,747,976
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$465,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$451,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,042,553
Value of total assets at end of year2014-06-30$6,157,610
Value of total assets at beginning of year2014-06-30$4,875,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,669
Total interest from all sources2014-06-30$4,287
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$643,062
Participant contributions at end of year2014-06-30$90,537
Participant contributions at beginning of year2014-06-30$111,650
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$104,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,282,591
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,157,610
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,875,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$13,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,716,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,512,329
Interest on participant loans2014-06-30$4,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,350,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,251,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$701,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$295,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$451,716
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KREISCHER MILLER
Accountancy firm EIN2014-06-30231980475
2013 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,485,455
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$194,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$182,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,149,828
Value of total assets at end of year2013-06-30$4,875,019
Value of total assets at beginning of year2013-06-30$3,583,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$11,465
Total interest from all sources2013-06-30$3,176
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$604,086
Participant contributions at end of year2013-06-30$111,650
Participant contributions at beginning of year2013-06-30$53,025
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$279,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,291,119
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,875,019
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,583,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$11,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,512,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,426,265
Interest on participant loans2013-06-30$3,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,251,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,104,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$332,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$266,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$182,871
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KREISHER MILLER
Accountancy firm EIN2013-06-30231980475
2012 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,111,509
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$386,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$378,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,076,809
Value of total assets at end of year2012-06-30$3,583,900
Value of total assets at beginning of year2012-06-30$2,858,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,057
Total interest from all sources2012-06-30$2,701
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$579,103
Participant contributions at end of year2012-06-30$53,025
Participant contributions at beginning of year2012-06-30$69,956
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$22,020
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$236,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$725,381
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,583,900
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,858,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$8,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,426,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,908,221
Interest on participant loans2012-06-30$2,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,104,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$847,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$31,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$261,551
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$10,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$378,071
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KREISCHER MILLER
Accountancy firm EIN2012-06-30231980475
2011 : EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,381,927
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$143,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$139,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,144,547
Value of total assets at end of year2011-06-30$2,858,519
Value of total assets at beginning of year2011-06-30$1,619,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,244
Total interest from all sources2011-06-30$2,572
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$15,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$15,611
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$533,543
Participant contributions at end of year2011-06-30$69,956
Participant contributions at beginning of year2011-06-30$52,129
Participant contributions at end of year2011-06-30$22,020
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$364,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,238,593
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,858,519
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,619,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,908,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$915,850
Interest on participant loans2011-06-30$2,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$847,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$651,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$219,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$246,415
Employer contributions (assets) at end of year2011-06-30$10,629
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$139,090
Contract administrator fees2011-06-30$3,155
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KREISCHER MILLER
Accountancy firm EIN2011-06-30231980475

Form 5500 Responses for EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN

2021: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: EAGLEVILLE HOSPITAL SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811596
Policy instance 1
Insurance contract or identification number811596
Number of Individuals Covered230
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60287 - 1
Policy instance 1
Insurance contract or identification numberMR 60287 - 1
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2020-12-15
Total amount of commissions paid to insurance brokerUSD $2,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,382
Insurance broker organization code?1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811596
Policy instance 2
Insurance contract or identification number811596
Number of Individuals Covered99
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60287-1
Policy instance 1
Insurance contract or identification numberMR60287-1
Number of Individuals Covered227
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,528
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,528
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60287-1
Policy instance 1
Insurance contract or identification numberMR60287-1
Number of Individuals Covered234
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,239
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60287-1
Policy instance 1
Insurance contract or identification numberMR60287-1
Number of Individuals Covered235
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,132
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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