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BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 401k Plan overview

Plan NameBLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN
Plan identification number 001

BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE VALLEY HOSPITAL, INC has sponsored the creation of one or more 401k plans.

Company Name:BLUE VALLEY HOSPITAL, INC
Employer identification number (EIN):271202880
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DALE FARRELL2019-10-14 DALE FARRELL2019-10-14
0012017-01-01RODNEY DOWNEY RODNEY DOWNEY2018-10-16
0012016-01-01RODNEY DOWNEY RODNEY DOWNEY2017-10-18
0012015-01-01RODNEY DOWNEY2016-10-14 RODNEY DOWNEY2016-10-14
0012014-01-01RODNEY DOWNEY2015-10-14 RODNEY DOWNEY2015-10-14
0012013-01-01RODNEY DOWNEY2014-10-14 RODNEY DOWNEY2014-10-14
0012012-01-01RODNEY DOWNEY2013-06-05
0012011-01-01RODNEY DOWNEY2012-07-16
0012010-01-01RODNEY DOWNEY2011-07-29

Plan Statistics for BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN

401k plan membership statisitcs for BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN

Measure Date Value
2018: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01188
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN

Measure Date Value
2018 : BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$743,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,593
Total income from all sources (including contributions)2018-12-31$603,728
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$355,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$324,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$814,073
Value of total assets at end of year2018-12-31$2,315,466
Value of total assets at beginning of year2018-12-31$2,816,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,208
Total interest from all sources2018-12-31$1,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$51,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$51,246
Administrative expenses professional fees incurred2018-12-31$14,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$482,319
Participant contributions at end of year2018-12-31$51,041
Participant contributions at beginning of year2018-12-31$21,574
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,870
Administrative expenses (other) incurred2018-12-31$3,862
Liabilities. Value of operating payables at end of year2018-12-31$233
Liabilities. Value of operating payables at beginning of year2018-12-31$5,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$248,425
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,315,233
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,810,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,263,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,788,757
Interest on participant loans2018-12-31$1,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-263,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$257,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$324,095
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MICHAEL D. PEROO, CPA, PA
Accountancy firm EIN2018-12-31202448366
2017 : BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,113
Total income from all sources (including contributions)2017-12-31$1,083,713
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$249,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$221,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$678,006
Value of total assets at end of year2017-12-31$2,816,028
Value of total assets at beginning of year2017-12-31$2,006,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,365
Total interest from all sources2017-12-31$1,016
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,323
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$421,755
Participant contributions at end of year2017-12-31$21,574
Participant contributions at beginning of year2017-12-31$6,671
Participant contributions at beginning of year2017-12-31$16,963
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,277
Liabilities. Value of operating payables at end of year2017-12-31$5,593
Liabilities. Value of operating payables at beginning of year2017-12-31$3,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$834,296
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,810,435
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,976,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,788,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,968,122
Interest on participant loans2017-12-31$1,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$341,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$226,256
Employer contributions (assets) at beginning of year2017-12-31$9,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$221,052
Contract administrator fees2017-12-31$17,591
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MICHAEL D. PEROO, CPA, PA
Accountancy firm EIN2017-12-31202448366
2016 : BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,113
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$655,985
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$262,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$219,802
Expenses. Certain deemed distributions of participant loans2016-12-31$14,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$505,942
Value of total assets at end of year2016-12-31$2,006,252
Value of total assets at beginning of year2016-12-31$1,582,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,214
Total interest from all sources2016-12-31$776
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$289,012
Participant contributions at end of year2016-12-31$6,671
Participant contributions at beginning of year2016-12-31$23,880
Participant contributions at end of year2016-12-31$16,963
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,277
Administrative expenses (other) incurred2016-12-31$458
Liabilities. Value of operating payables at end of year2016-12-31$3,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$393,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,976,139
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,582,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,968,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,551,975
Interest on participant loans2016-12-31$771
Income. Interest from US Government securities2016-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$149,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$168,690
Employer contributions (assets) at end of year2016-12-31$9,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$219,802
Contract administrator fees2016-12-31$18,523
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MICHAEL D. PEROO, CPA, PA
Accountancy firm EIN2016-12-31202448366

Form 5500 Responses for BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN

2018: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE VALLEY HOSPITAL 401(K) PLAN 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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