401k Plan data: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN plan

UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN
Plan identification number	001

UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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)(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

UPHAMS CORNER HEALTH COMMITTEE, INC. has sponsored the creation of one or more 401k plans.

Company Name: UPHAMS CORNER HEALTH COMMITTEE, INC.

Employer identification number (EIN): 237211732

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAY TRIVEDI 2023-10-12 JAY TRIVEDI 2023-10-12
001 2021-01-01 JAY TRIVEDI 2022-10-14 JAY TRIVEDI 2022-10-14
001 2020-01-01 JAGDEEP TRIVEDI 2021-10-15 JAGDEEP TRIVEDI 2021-10-15
001 2020-01-01 JAY TRIVEDI 2022-03-09 JAY TRIVEDI 2022-03-09
001 2019-01-01 JAGDEEP TRIVEDI 2020-10-13 JAGDEEP TRIVEDI 2020-10-13
001 2019-01-01 JAGDEEP TRIVEDI 2021-06-11 JAGDEEP TRIVEDI 2021-06-11
001 2018-01-01 JAGDEEP TRIVEDI 2019-10-14
001 2017-01-01 JAGDEEP TRIVEDI
001 2016-01-01 JAGDEEP TRIVEDI
001 2015-01-01 JAGDEEP TRIVEDI JAGDEEP TRIVEDI 2016-10-14
001 2014-01-01 EDWARD GRIMES
001 2013-01-01 EDWARD GRIMES
001 2012-01-01 EDWARD GRIMES
001 2011-01-01 EDWARD F. GRIMES EDWARD F. GRIMES 2012-09-30
001 2009-01-01 EDWARD F. GRIMES EDWARD F. GRIMES 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAY TRIVEDI	2023-10-12	JAY TRIVEDI	2023-10-12
001	2021-01-01	JAY TRIVEDI	2022-10-14	JAY TRIVEDI	2022-10-14
001	2020-01-01	JAGDEEP TRIVEDI	2021-10-15	JAGDEEP TRIVEDI	2021-10-15
001	2020-01-01	JAY TRIVEDI	2022-03-09	JAY TRIVEDI	2022-03-09
001	2019-01-01	JAGDEEP TRIVEDI	2020-10-13	JAGDEEP TRIVEDI	2020-10-13
001	2019-01-01	JAGDEEP TRIVEDI	2021-06-11	JAGDEEP TRIVEDI	2021-06-11
001	2018-01-01	JAGDEEP TRIVEDI	2019-10-14
001	2017-01-01	JAGDEEP TRIVEDI
001	2016-01-01	JAGDEEP TRIVEDI
001	2015-01-01	JAGDEEP TRIVEDI		JAGDEEP TRIVEDI	2016-10-14
001	2014-01-01	EDWARD GRIMES
001	2013-01-01	EDWARD GRIMES
001	2012-01-01	EDWARD GRIMES
001	2011-01-01	EDWARD F. GRIMES		EDWARD F. GRIMES	2012-09-30
001	2009-01-01	EDWARD F. GRIMES		EDWARD F. GRIMES	2010-10-15

Plan Statistics for UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 861
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 498
Number of other retired or separated participants entitled to future benefits 2022-01-01 355
Total of all active and inactive participants 2022-01-01 853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 854
Number of participants with account balances 2022-01-01 768
2021: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 478
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 305
Total of all active and inactive participants 2021-01-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 783
Number of participants with account balances 2021-01-01 698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 598
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 634
Number of participants with account balances 2020-01-01 506
2019: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 598
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 634
Number of participants with account balances 2019-01-01 506
2018: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 635
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 645
Total participants 2018-01-01 645
Number of participants with account balances 2018-01-01 518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 578
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 606
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 617
Number of participants with account balances 2017-01-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 537
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 566
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 578
Number of participants with account balances 2016-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 527
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 537
Number of participants with account balances 2015-01-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 481
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 485
Number of participants with account balances 2014-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 444
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 451
Number of participants with account balances 2013-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 347
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 347
Number of participants with account balances 2012-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 347
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 347
2009: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 171
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 105
Total of all active and inactive participants 2009-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 279
Number of participants with account balances 2009-01-01 279

Measure	Date	Value
2022: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	861
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	498
Number of other retired or separated participants entitled to future benefits	2022-01-01	355
Total of all active and inactive participants	2022-01-01	853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	854
Number of participants with account balances	2022-01-01	768
2021: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	478
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	305
Total of all active and inactive participants	2021-01-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	783
Number of participants with account balances	2021-01-01	698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	598
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	634
Number of participants with account balances	2020-01-01	506
2019: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	598
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	634
Number of participants with account balances	2019-01-01	506
2018: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	635
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	645
Total participants	2018-01-01	645
Number of participants with account balances	2018-01-01	518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	578
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	606
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	617
Number of participants with account balances	2017-01-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	537
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	566
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	578
Number of participants with account balances	2016-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	527
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	537
Number of participants with account balances	2015-01-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	481
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	485
Number of participants with account balances	2014-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	444
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	451
Number of participants with account balances	2013-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	347
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	347
Number of participants with account balances	2012-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	347
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	347
2009: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	171
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	105
Total of all active and inactive participants	2009-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	279
Number of participants with account balances	2009-01-01	279

Financial Data on UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,000,188
Total of all expenses incurred	2022-12-31	$3,747,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,695,262
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,909,453
Value of total assets at end of year	2022-12-31	$19,754,699
Value of total assets at beginning of year	2022-12-31	$26,502,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,630
Total interest from all sources	2022-12-31	$7,171
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,197,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$793,033
Participant contributions at end of year	2022-12-31	$36,479
Participant contributions at beginning of year	2022-12-31	$30,566
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$367,758
Assets. Loans (other than to participants) at end of year	2022-12-31	$148,664
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$107,484
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,748,080
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,754,699
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,502,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,172,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,950,376
Income. Interest from loans (other than to participants)	2022-12-31	$7,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,034,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,022,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,022,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$315,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$274,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,114,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$748,662
Employer contributions (assets) at end of year	2022-12-31	$46,901
Employer contributions (assets) at beginning of year	2022-12-31	$118,113
Income. Dividends from preferred stock	2022-12-31	$1,197,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,695,262
Contract administrator fees	2022-12-31	$52,630
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-12-31	431947695
2021 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,888,691
Total of all expenses incurred	2021-12-31	$1,822,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,781,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,491,034
Value of total assets at end of year	2021-12-31	$26,502,779
Value of total assets at beginning of year	2021-12-31	$23,436,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,455
Total interest from all sources	2021-12-31	$5,220
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,833,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,833,896
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$695,893
Participant contributions at end of year	2021-12-31	$30,566
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$122,906
Assets. Loans (other than to participants) at end of year	2021-12-31	$107,484
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$67,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,066,579
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,502,779
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,436,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,950,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,451,524
Interest on participant loans	2021-12-31	$5,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,022,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,343,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,343,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$274,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$156,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,558,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$672,235
Employer contributions (assets) at end of year	2021-12-31	$118,113
Employer contributions (assets) at beginning of year	2021-12-31	$416,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,781,657
Contract administrator fees	2021-12-31	$40,455
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,063,662
Total of all expenses incurred	2020-12-31	$2,463,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,442,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,184,436
Value of total assets at end of year	2020-12-31	$23,344,768
Value of total assets at beginning of year	2020-12-31	$20,744,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,751
Total interest from all sources	2020-12-31	$3,457
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$972,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$972,750
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$621,839
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$280,973
Assets. Loans (other than to participants) at end of year	2020-12-31	$67,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,599,992
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,344,768
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,744,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,451,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,159,000
Interest on participant loans	2020-12-31	$3,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,343,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,260,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,260,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$156,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,903,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$281,624
Employer contributions (assets) at end of year	2020-12-31	$325,042
Employer contributions (assets) at beginning of year	2020-12-31	$325,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,442,919
Contract administrator fees	2020-12-31	$20,751
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-12-31	431947695
2019 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,005,582
Total income from all sources (including contributions)	2019-12-31	$5,005,582
Total of all expenses incurred	2019-12-31	$1,787,226
Total of all expenses incurred	2019-12-31	$1,787,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,776,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,776,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,181,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,181,097
Value of total assets at end of year	2019-12-31	$20,419,734
Value of total assets at end of year	2019-12-31	$20,419,734
Value of total assets at beginning of year	2019-12-31	$17,201,378
Value of total assets at beginning of year	2019-12-31	$17,201,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,616
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$978,628
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$978,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$978,628
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$978,628
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$590,507
Contributions received from participants	2019-12-31	$590,507
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$119,831
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$119,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,218,356
Value of net income/loss	2019-12-31	$3,218,356
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,419,734
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,419,734
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,201,378
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,201,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,159,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,159,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,942,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,942,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,260,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,260,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,259,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,259,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,259,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,259,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,845,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,845,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$470,759
Contributions received in cash from employer	2019-12-31	$470,759
Employer contributions (assets) at end of year	2019-12-31	$325,042
Employer contributions (assets) at beginning of year	2019-12-31	$180,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,776,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,776,610
Contract administrator fees	2019-12-31	$10,616
Contract administrator fees	2019-12-31	$10,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2019-12-31	431947695
Accountancy firm EIN	2019-12-31	431947695
2018 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$9,037
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,051,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,041,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,068,083
Value of total assets at end of year	2018-12-31	$17,201,378
Value of total assets at beginning of year	2018-12-31	$18,244,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,393
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,120,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,120,806
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$580,907
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,042,802
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,201,378
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,244,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,942,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,631,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,259,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,613,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,613,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,179,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$484,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,041,446
Contract administrator fees	2018-12-31	$10,393
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2018-12-31	431947695
2017 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,845,466
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$517,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$508,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,113,358
Value of total assets at end of year	2017-12-31	$18,244,180
Value of total assets at beginning of year	2017-12-31	$14,916,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,667
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$772,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$772,694
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$590,067
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,327,655
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,244,180
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,916,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,631,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,136,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,613,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,779,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,779,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,959,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$446,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$508,144
Contract administrator fees	2017-12-31	$9,667
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2017-12-31	431947695
2016 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,848,651
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$252,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$241,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$997,925
Value of total assets at end of year	2016-12-31	$14,916,525
Value of total assets at beginning of year	2016-12-31	$13,320,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,165
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$434,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$434,578
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$571,818
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$23,571
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,596,452
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,916,525
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,320,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,136,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,666,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,779,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,613,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,613,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$416,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$412,073
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$17,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$241,034
Contract administrator fees	2016-12-31	$11,165
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-12-31	431947695
2015 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$0
Total income from all sources (including contributions)	2015-12-31	$1,021,123
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$310,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$302,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$955,747
Value of total assets at end of year	2015-12-31	$13,320,073
Value of total assets at beginning of year	2015-12-31	$12,609,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,267
Total interest from all sources	2015-12-31	$171
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$572,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$572,769
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$511,050
Participant contributions at end of year	2015-12-31	$23,571
Participant contributions at beginning of year	2015-12-31	$36,399
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$710,523
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,320,073
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,609,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,666,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,017,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,613,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,526,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,526,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-507,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$385,914
Employer contributions (assets) at end of year	2015-12-31	$17,149
Employer contributions (assets) at beginning of year	2015-12-31	$28,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$302,333
Contract administrator fees	2015-12-31	$8,267
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-12-31	431947695
2014 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,643,007
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,777,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,770,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$887,584
Value of total assets at end of year	2014-12-31	$12,609,550
Value of total assets at beginning of year	2014-12-31	$12,744,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,847
Total interest from all sources	2014-12-31	$196
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$660,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$660,757
Administrative expenses professional fees incurred	2014-12-31	$7,847
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$495,289
Participant contributions at end of year	2014-12-31	$36,399
Participant contributions at beginning of year	2014-12-31	$20,739
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-134,969
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,609,550
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,744,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,017,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,493,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,526,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,217,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,217,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$94,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$374,366
Employer contributions (assets) at end of year	2014-12-31	$28,925
Employer contributions (assets) at beginning of year	2014-12-31	$13,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,770,129
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-12-31	431947695
2013 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,949,918
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$276,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$269,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$825,651
Value of total assets at end of year	2013-12-31	$12,744,519
Value of total assets at beginning of year	2013-12-31	$10,071,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,482
Total interest from all sources	2013-12-31	$126
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$537,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$537,918
Administrative expenses professional fees incurred	2013-12-31	$7,482
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$470,423
Participant contributions at end of year	2013-12-31	$20,739
Participant contributions at beginning of year	2013-12-31	$16,828
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$24,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,673,122
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,744,519
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,071,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,493,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,836,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,217,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,206,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,206,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,586,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$330,446
Employer contributions (assets) at end of year	2013-12-31	$13,049
Employer contributions (assets) at beginning of year	2013-12-31	$12,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$269,314
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2013-12-31	431947695
2012 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,010,659
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,820,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,813,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$853,676
Value of total assets at end of year	2012-12-31	$10,071,397
Value of total assets at beginning of year	2012-12-31	$9,881,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,436
Total interest from all sources	2012-12-31	$186
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$221,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$221,953
Administrative expenses professional fees incurred	2012-12-31	$7,436
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$416,514
Participant contributions at end of year	2012-12-31	$16,828
Participant contributions at beginning of year	2012-12-31	$15,602
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$140,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$189,896
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,071,397
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,881,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,836,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,315,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,206,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,539,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,539,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$934,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$296,302
Employer contributions (assets) at end of year	2012-12-31	$12,250
Employer contributions (assets) at beginning of year	2012-12-31	$10,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,813,327
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-12-31	431947695
2011 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$443,787
Total of all expenses incurred	2011-12-31	$140,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$133,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$685,502
Value of total assets at end of year	2011-12-31	$9,881,501
Value of total assets at beginning of year	2011-12-31	$9,578,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,883
Total interest from all sources	2011-12-31	$181
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$215,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$215,802
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$412,800
Participant contributions at end of year	2011-12-31	$15,602
Participant contributions at beginning of year	2011-12-31	$43,553
Administrative expenses (other) incurred	2011-12-31	$6,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$303,029
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,881,501
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,578,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,315,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,044,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,539,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,440,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,440,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-457,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$272,702
Employer contributions (assets) at end of year	2011-12-31	$10,505
Employer contributions (assets) at beginning of year	2011-12-31	$50,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$133,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-12-31	431947695
2010 : UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,690,485
Total of all expenses incurred	2010-12-31	$114,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$108,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$638,992
Value of total assets at end of year	2010-12-31	$9,578,472
Value of total assets at beginning of year	2010-12-31	$8,002,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,021
Total interest from all sources	2010-12-31	$455
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$138,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$138,550
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$392,740
Participant contributions at end of year	2010-12-31	$43,553
Participant contributions at beginning of year	2010-12-31	$32,609
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$30,685
Administrative expenses (other) incurred	2010-12-31	$6,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,575,796
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,578,472
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,002,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,044,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,541,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,440,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,410,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,410,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$912,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$215,567
Employer contributions (assets) at end of year	2010-12-31	$50,025
Employer contributions (assets) at beginning of year	2010-12-31	$18,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$108,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN & MCCANN PC
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN

2022: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

508009-01

Policy instance

Insurance contract or identification number	508009-01
Number of Individuals Covered	245
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

508009-01

Policy instance

Insurance contract or identification number	508009-01
Number of Individuals Covered	214
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

508009-01

Policy instance

Insurance contract or identification number	508009-01
Number of Individuals Covered	129
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	UPHAMS CORNER HEALTH COMMITTEE, INC.
Employer identification number (EIN):	237211732
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers