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RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 401k Plan overview

Plan NameRETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS
Plan identification number 006

RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MARIETTA MEMORIAL HOSPITAL
Employer identification number (EIN):314379509
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MARIETTA MEMORIAL HOSPITAL

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1921-12-08
Company Identification Number: 99453
Legal Registered Office Address: 401 MATTHEW STREET
-
MARIETTA
United States of America (USA)
45750

More information about MARIETTA MEMORIAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01DEEANN GEHLAUF
0062016-01-01DEEANN GEHLAUF
0062015-01-01DEEANN GEHLAUF
0062014-01-01DEEANN GEHLAUF
0062013-01-01DEEANN GEHLAUF
0062012-01-01DEEANN GEHLAUF
0062011-01-01DEEANN GEHLAUF
0062009-01-01DEEANN GEHLAUF
0062008-10-01

Plan Statistics for RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

401k plan membership statisitcs for RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

Measure Date Value
2022: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2022 401k membership
Total participants, beginning-of-year2022-01-013,274
Total number of active participants reported on line 7a of the Form 55002022-01-012,810
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01534
Total of all active and inactive participants2022-01-013,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,344
Number of participants with account balances2022-01-012,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2021 401k membership
Total participants, beginning-of-year2021-01-013,134
Total number of active participants reported on line 7a of the Form 55002021-01-012,785
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01489
Total of all active and inactive participants2021-01-013,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,274
Number of participants with account balances2021-01-012,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2020 401k membership
Total participants, beginning-of-year2020-01-013,045
Total number of active participants reported on line 7a of the Form 55002020-01-012,755
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01379
Total of all active and inactive participants2020-01-013,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,134
Number of participants with account balances2020-01-012,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2019 401k membership
Total participants, beginning-of-year2019-01-012,932
Total number of active participants reported on line 7a of the Form 55002019-01-012,637
Number of other retired or separated participants entitled to future benefits2019-01-01430
Total of all active and inactive participants2019-01-013,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,067
Number of participants with account balances2019-01-012,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2018 401k membership
Total participants, beginning-of-year2018-01-012,925
Total number of active participants reported on line 7a of the Form 55002018-01-012,560
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01372
Total of all active and inactive participants2018-01-012,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,932
Number of participants with account balances2018-01-012,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2017 401k membership
Total participants, beginning-of-year2017-01-012,741
Total number of active participants reported on line 7a of the Form 55002017-01-012,615
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01296
Total of all active and inactive participants2017-01-012,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,911
Number of participants with account balances2017-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2016 401k membership
Total participants, beginning-of-year2016-01-012,560
Total number of active participants reported on line 7a of the Form 55002016-01-012,482
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-01226
Total of all active and inactive participants2016-01-012,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,737
Number of participants with account balances2016-01-011,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2015 401k membership
Total participants, beginning-of-year2015-01-012,328
Total number of active participants reported on line 7a of the Form 55002015-01-012,337
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-012,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,561
Number of participants with account balances2015-01-011,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2014 401k membership
Total participants, beginning-of-year2014-01-012,180
Total number of active participants reported on line 7a of the Form 55002014-01-012,058
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01314
Total of all active and inactive participants2014-01-012,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,374
Number of participants with account balances2014-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2013 401k membership
Total participants, beginning-of-year2013-01-012,137
Total number of active participants reported on line 7a of the Form 55002013-01-011,978
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01304
Total of all active and inactive participants2013-01-012,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,282
Number of participants with account balances2013-01-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2012 401k membership
Total participants, beginning-of-year2012-01-011,871
Total number of active participants reported on line 7a of the Form 55002012-01-011,948
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01152
Total of all active and inactive participants2012-01-012,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,100
Number of participants with account balances2012-01-011,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2011 401k membership
Total participants, beginning-of-year2011-01-011,750
Total number of active participants reported on line 7a of the Form 55002011-01-011,729
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-011,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,846
Number of participants with account balances2011-01-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2009 401k membership
Total participants, beginning-of-year2009-01-011,418
Total number of active participants reported on line 7a of the Form 55002009-01-011,334
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-011,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,398
Number of participants with account balances2009-01-011,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

Measure Date Value
2022 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$85,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,163,659
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,002,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,491,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,665,634
Value of total assets at end of year2022-12-31$81,223,553
Value of total assets at beginning of year2022-12-31$95,475,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$511,779
Total interest from all sources2022-12-31$78,424
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$88,251
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,452,888
Participant contributions at end of year2022-12-31$1,637,451
Participant contributions at beginning of year2022-12-31$1,483,230
Participant contributions at end of year2022-12-31$1,345
Participant contributions at beginning of year2022-12-31$274,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$356,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$23,226
Administrative expenses (other) incurred2022-12-31$78,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,166,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,223,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,475,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,839,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,595,025
Interest on participant loans2022-12-31$78,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$477,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$507,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$507,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,412,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,592,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,907,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$855,895
Employer contributions (assets) at end of year2022-12-31$855,895
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,491,138
Contract administrator fees2022-12-31$344,694
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$16,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,182,966
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,707,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,204,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,262,602
Value of total assets at end of year2021-12-31$95,475,997
Value of total assets at beginning of year2021-12-31$83,017,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$503,643
Total interest from all sources2021-12-31$76,127
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$70,814
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,919,782
Participant contributions at end of year2021-12-31$1,483,230
Participant contributions at beginning of year2021-12-31$1,594,607
Participant contributions at end of year2021-12-31$274,492
Participant contributions at beginning of year2021-12-31$474
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,338,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$23,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$73,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,475,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,475,997
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,017,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$88,595,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,691,408
Interest on participant loans2021-12-31$76,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$507,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$806,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$806,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,592,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,404,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,844,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,838
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,519,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,204,196
Contract administrator fees2021-12-31$359,218
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$11,097
Total transfer of assets from this plan2020-12-31$45,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,996,298
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,745,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,339,423
Value of total corrective distributions2020-12-31$1,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,848,661
Value of total assets at end of year2020-12-31$83,017,533
Value of total assets at beginning of year2020-12-31$70,800,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$405,163
Total interest from all sources2020-12-31$91,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$54,598
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,985,183
Participant contributions at end of year2020-12-31$1,594,607
Participant contributions at beginning of year2020-12-31$1,791,923
Participant contributions at end of year2020-12-31$474
Participant contributions at beginning of year2020-12-31$224,663
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$343,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,185
Other income not declared elsewhere2020-12-31$4
Administrative expenses (other) incurred2020-12-31$74,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,250,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,017,533
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,800,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$253,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,691,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,765,598
Interest on participant loans2020-12-31$91,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$806,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$717,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$717,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,404,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,544,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,056,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,519,934
Employer contributions (assets) at end of year2020-12-31$1,519,659
Employer contributions (assets) at beginning of year2020-12-31$727,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,339,423
Contract administrator fees2020-12-31$23,249
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$130,556
Total transfer of assets from this plan2019-12-31$130,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,901,957
Total income from all sources (including contributions)2019-12-31$19,901,957
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,124,700
Total of all expenses incurred2019-12-31$6,124,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,742,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,742,331
Expenses. Certain deemed distributions of participant loans2019-12-31$3,411
Expenses. Certain deemed distributions of participant loans2019-12-31$3,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,183,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,183,600
Value of total assets at end of year2019-12-31$70,800,773
Value of total assets at end of year2019-12-31$70,800,773
Value of total assets at beginning of year2019-12-31$57,154,072
Value of total assets at beginning of year2019-12-31$57,154,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$378,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$378,958
Total interest from all sources2019-12-31$99,823
Total interest from all sources2019-12-31$99,823
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$51,109
Administrative expenses professional fees incurred2019-12-31$51,109
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,820,630
Contributions received from participants2019-12-31$5,820,630
Participant contributions at end of year2019-12-31$1,791,923
Participant contributions at end of year2019-12-31$1,791,923
Participant contributions at beginning of year2019-12-31$1,961,365
Participant contributions at beginning of year2019-12-31$1,961,365
Participant contributions at end of year2019-12-31$224,663
Participant contributions at end of year2019-12-31$224,663
Participant contributions at beginning of year2019-12-31$218,917
Participant contributions at beginning of year2019-12-31$218,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$634,752
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$634,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$31,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$31,070
Administrative expenses (other) incurred2019-12-31$73,340
Administrative expenses (other) incurred2019-12-31$73,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,777,257
Value of net income/loss2019-12-31$13,777,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,800,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,800,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,154,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,154,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$230,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,765,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,765,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,432,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,432,735
Income. Interest from loans (other than to participants)2019-12-31$99,823
Income. Interest from loans (other than to participants)2019-12-31$99,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$717,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$717,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$474,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$474,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$474,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$474,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,544,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,544,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,035,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,035,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,618,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,618,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$728,218
Contributions received in cash from employer2019-12-31$728,218
Employer contributions (assets) at end of year2019-12-31$727,360
Employer contributions (assets) at end of year2019-12-31$727,360
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,742,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,742,331
Contract administrator fees2019-12-31$24,068
Contract administrator fees2019-12-31$24,068
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
Accountancy firm EIN2019-12-31271235638
2018 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$114,297
Total transfer of assets from this plan2018-12-31$10,393
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$2,839,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,128,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,758,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,075,748
Value of total assets at end of year2018-12-31$57,154,072
Value of total assets at beginning of year2018-12-31$63,339,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$370,315
Total interest from all sources2018-12-31$168,614
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$26,647
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,680,224
Participant contributions at end of year2018-12-31$1,961,365
Participant contributions at beginning of year2018-12-31$2,207,250
Participant contributions at end of year2018-12-31$218,917
Participant contributions at beginning of year2018-12-31$203,522
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$384,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$31,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$29,328
Administrative expenses (other) incurred2018-12-31$76,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,289,058
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,154,072
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,339,226
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$240,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,432,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,425,612
Income. Interest from loans (other than to participants)2018-12-31$106,593
Interest earned on other investments2018-12-31$62,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$474,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$430,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$430,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,035,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,043,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,404,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,870
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,758,384
Contract administrator fees2018-12-31$26,247
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 name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$418,858
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$13,764,113
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,987,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,623,781
Expenses. Certain deemed distributions of participant loans2017-12-31$5,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,622,114
Value of total assets at end of year2017-12-31$63,339,226
Value of total assets at beginning of year2017-12-31$52,981,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$358,269
Total interest from all sources2017-12-31$213,805
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$3,425
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,038,568
Participant contributions at end of year2017-12-31$2,207,250
Participant contributions at beginning of year2017-12-31$1,762,013
Participant contributions at end of year2017-12-31$203,522
Participant contributions at beginning of year2017-12-31$173,444
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$564,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$29,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$24,371
Administrative expenses (other) incurred2017-12-31$90,771
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$10,776,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,339,226
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,981,556
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$235,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,425,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,453,939
Interest on participant loans2017-12-31$93,783
Interest earned on other investments2017-12-31$120,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$430,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$431,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$431,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,043,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,902,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,928,194
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$18,755
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$233,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,623,781
Contract administrator fees2017-12-31$28,275
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 name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$24,655
Total transfer of assets from this plan2016-12-31$492,291
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$8,696,956
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,561,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,260,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,961,376
Value of total assets at end of year2016-12-31$52,981,556
Value of total assets at beginning of year2016-12-31$48,314,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$301,765
Total interest from all sources2016-12-31$217,275
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,329,287
Participant contributions at end of year2016-12-31$1,762,013
Participant contributions at beginning of year2016-12-31$1,722,687
Participant contributions at end of year2016-12-31$173,444
Participant contributions at beginning of year2016-12-31$161,290
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$392,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$24,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$24,139
Other income not declared elsewhere2016-12-31$9,231
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$5,135,115
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,981,556
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,314,077
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$301,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,453,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,617,728
Interest on participant loans2016-12-31$75,654
Interest earned on other investments2016-12-31$141,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$431,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$350,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$350,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,902,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,509,074
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$239,143
Employer contributions (assets) at end of year2016-12-31$233,414
Employer contributions (assets) at beginning of year2016-12-31$437,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,260,076
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$40,329
Total transfer of assets from this plan2015-12-31$280,732
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$4,512,210
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,598,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,105,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,895,343
Value of total assets at end of year2015-12-31$48,314,077
Value of total assets at beginning of year2015-12-31$47,641,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$492,928
Total interest from all sources2015-12-31$196,881
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,105,697
Participant contributions at end of year2015-12-31$1,722,687
Participant contributions at beginning of year2015-12-31$1,748,039
Participant contributions at end of year2015-12-31$161,290
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$351,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$24,139
Total non interest bearing cash at beginning of year2015-12-31$167,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$913,315
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,314,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,641,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$492,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,770,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,290,899
Interest on participant loans2015-12-31$78,234
Interest earned on other investments2015-12-31$118,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$350,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$371,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$371,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,847,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,553,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-580,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$437,681
Employer contributions (assets) at end of year2015-12-31$437,681
Employer contributions (assets) at beginning of year2015-12-31$509,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,105,967
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$108,022
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$7,223,650
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,432,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,962,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,552,045
Value of total assets at end of year2014-12-31$47,641,165
Value of total assets at beginning of year2014-12-31$44,958,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$469,798
Total interest from all sources2014-12-31$184,216
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,747,941
Participant contributions at end of year2014-12-31$1,748,039
Participant contributions at beginning of year2014-12-31$1,577,266
Participant contributions at beginning of year2014-12-31$58
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$283,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1
Administrative expenses (other) incurred2014-12-31$100,657
Total non interest bearing cash at end of year2014-12-31$167,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,791,125
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,641,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$44,958,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$369,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,290,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,632,112
Interest on participant loans2014-12-31$71,509
Interest earned on other investments2014-12-31$112,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$371,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$488,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$488,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,553,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,062,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,487,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$520,115
Employer contributions (assets) at end of year2014-12-31$509,441
Employer contributions (assets) at beginning of year2014-12-31$198,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,962,727
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$277
Total transfer of assets from this plan2013-12-31$12,277
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$11,389,227
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,770,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,359,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,462,951
Value of total assets at end of year2013-12-31$44,958,062
Value of total assets at beginning of year2013-12-31$37,351,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$411,484
Total interest from all sources2013-12-31$189,202
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,889,324
Participant contributions at end of year2013-12-31$1,577,266
Participant contributions at beginning of year2013-12-31$1,445,447
Participant contributions at end of year2013-12-31$58
Participant contributions at beginning of year2013-12-31$152,893
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$375,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,145
Administrative expenses (other) incurred2013-12-31$100,268
Total non interest bearing cash at beginning of year2013-12-31$297,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,618,741
Value of net assets at end of year (total assets less liabilities)2013-12-31$44,958,062
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,351,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$311,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,632,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,731,147
Interest on participant loans2013-12-31$61,410
Interest earned on other investments2013-12-31$127,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$488,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,062,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,415,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,737,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$198,078
Employer contributions (assets) at end of year2013-12-31$198,078
Employer contributions (assets) at beginning of year2013-12-31$291,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,359,002
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$9,180
Total transfer of assets from this plan2012-12-31$17,367
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$552
Total income from all sources (including contributions)2012-12-31$8,489,562
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,596,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,253,697
Expenses. Certain deemed distributions of participant loans2012-12-31$1,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,716,261
Value of total assets at end of year2012-12-31$37,351,321
Value of total assets at beginning of year2012-12-31$31,466,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$340,808
Total interest from all sources2012-12-31$175,383
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,880,974
Participant contributions at end of year2012-12-31$1,445,447
Participant contributions at beginning of year2012-12-31$1,032,814
Participant contributions at end of year2012-12-31$152,893
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$542,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$552
Administrative expenses (other) incurred2012-12-31$107,636
Total non interest bearing cash at end of year2012-12-31$297,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,893,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,351,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,466,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$233,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,731,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,621,674
Interest on participant loans2012-12-31$51,991
Interest earned on other investments2012-12-31$123,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,415,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,448,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,597,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$292,395
Employer contributions (assets) at end of year2012-12-31$291,449
Employer contributions (assets) at beginning of year2012-12-31$363,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,253,697
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$75,095
Total transfer of assets from this plan2011-12-31$34,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,632,584
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,167,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$878,581
Value of total corrective distributions2011-12-31$1,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,064,667
Value of total assets at end of year2011-12-31$31,466,699
Value of total assets at beginning of year2011-12-31$28,960,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$287,764
Total interest from all sources2011-12-31$158,035
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,513,011
Participant contributions at end of year2011-12-31$1,032,814
Participant contributions at beginning of year2011-12-31$785,787
Participant contributions at beginning of year2011-12-31$131,971
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$187,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$552
Administrative expenses (other) incurred2011-12-31$76,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,465,021
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,466,147
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,960,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$211,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,621,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,983,014
Interest on participant loans2011-12-31$39,417
Interest earned on other investments2011-12-31$118,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,448,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,687,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-590,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$364,186
Employer contributions (assets) at end of year2011-12-31$363,344
Employer contributions (assets) at beginning of year2011-12-31$362,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$878,581
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUE & CO., LLC
Accountancy firm EIN2011-12-31351178661
2010 : RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,636,930
Total transfer of assets from this plan2010-12-31$7,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,440,077
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$691,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$465,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,701,205
Value of total assets at end of year2010-12-31$28,960,712
Value of total assets at beginning of year2010-12-31$21,582,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$226,616
Total interest from all sources2010-12-31$155,498
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,118,855
Participant contributions at end of year2010-12-31$785,787
Participant contributions at beginning of year2010-12-31$364,658
Participant contributions at end of year2010-12-31$131,971
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$220,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,384
Administrative expenses (other) incurred2010-12-31$47,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,748,190
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,960,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,582,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$179,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,983,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,403,845
Interest on participant loans2010-12-31$25,166
Interest earned on other investments2010-12-31$130,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,687,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,814,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,583,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$362,179
Employer contributions (assets) at end of year2010-12-31$362,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$465,271
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUE & CO., LLC
Accountancy firm EIN2010-12-31351178661

Form 5500 Responses for RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

2022: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2203
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,142
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,142
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2167
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,815
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,815
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,522
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,522
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,583
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,583
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2091
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,138
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,138
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered2028
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,377
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,377
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered1637
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,621
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,621
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered182
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,311
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,311
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered213
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,810
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,810
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,380
Insurance broker organization code?4
Insurance broker nameTRUSTMONT FINANCIAL GROUP, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered247
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84049
Policy instance 1
Insurance contract or identification number194-84049
Number of Individuals Covered247
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $45,675
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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