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MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameMEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN
Plan identification number 007

MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01DEEANN GEHLAUF
0072016-01-01DEEANN GEHLAUF
0072015-01-01DEEANN GEHLAUF
0072014-01-01DEEANN GEHLAUF
0072013-01-01DEEANN GEHLAUF
0072012-01-01DEEANN GEHLAUF
0072011-01-01DEEANN GEHLAUF
0072010-01-01DEEANN GEHLAUF
0072009-01-01DEEANN GEHLAUF

Plan Statistics for MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,488
Total number of active participants reported on line 7a of the Form 55002022-01-011,855
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01672
Total of all active and inactive participants2022-01-012,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,527
Number of participants with account balances2022-01-012,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,343
Total number of active participants reported on line 7a of the Form 55002021-01-011,895
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01498
Total of all active and inactive participants2021-01-012,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,393
Number of participants with account balances2021-01-012,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,332
Total number of active participants reported on line 7a of the Form 55002020-01-011,917
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01313
Total of all active and inactive participants2020-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,230
Number of participants with account balances2020-01-012,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,251
Total number of active participants reported on line 7a of the Form 55002019-01-011,836
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01388
Total of all active and inactive participants2019-01-012,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,224
Number of participants with account balances2019-01-012,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,594
Total number of active participants reported on line 7a of the Form 55002018-01-011,762
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01352
Total of all active and inactive participants2018-01-012,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,114
Number of participants with account balances2018-01-012,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,325
Total number of active participants reported on line 7a of the Form 55002017-01-011,188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01230
Total of all active and inactive participants2017-01-011,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,418
Number of participants with account balances2017-01-011,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,257
Total number of active participants reported on line 7a of the Form 55002016-01-011,032
Number of retired or separated participants receiving benefits2016-01-0130
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,189
Number of participants with account balances2016-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,110
Total number of active participants reported on line 7a of the Form 55002015-01-01961
Number of retired or separated participants receiving benefits2015-01-0154
Number of other retired or separated participants entitled to future benefits2015-01-01153
Total of all active and inactive participants2015-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,168
Number of participants with account balances2015-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01897
Total number of active participants reported on line 7a of the Form 55002014-01-01842
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01983
Number of participants with account balances2014-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01788
Total number of active participants reported on line 7a of the Form 55002013-01-01728
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01807
Number of participants with account balances2013-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01635
Total number of active participants reported on line 7a of the Form 55002012-01-01619
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01685
Number of participants with account balances2012-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01550
Total number of active participants reported on line 7a of the Form 55002011-01-01539
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01582
Number of participants with account balances2011-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01323
Total number of active participants reported on line 7a of the Form 55002010-01-01399
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01424
Number of participants with account balances2010-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$270,528
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,510,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,351,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,723,814
Value of total assets at end of year2022-12-31$19,904,557
Value of total assets at beginning of year2022-12-31$21,144,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,781
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$17,634
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
Administrative expenses (other) incurred2022-12-31$65,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,239,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,904,557
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,144,206
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$14,641,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,763,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$118,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$104,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$104,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$423,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$468,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,453,286
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$3,723,814
Employer contributions (assets) at end of year2022-12-31$4,720,937
Employer contributions (assets) at beginning of year2022-12-31$1,807,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,351,396
Contract administrator fees2022-12-31$75,987
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$6,046,151
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,418,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,266,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,586,206
Value of total assets at end of year2021-12-31$21,144,206
Value of total assets at beginning of year2021-12-31$16,516,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,927
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$14,029
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
Administrative expenses (other) incurred2021-12-31$61,099
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$4,628,012
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,144,206
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,516,194
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$18,763,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,987,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$104,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$103,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$103,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$468,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$483,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,459,945
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$3,586,206
Employer contributions (assets) at end of year2021-12-31$1,807,571
Employer contributions (assets) at beginning of year2021-12-31$940,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,266,212
Contract administrator fees2021-12-31$76,799
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$4,899,245
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,047,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$917,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,141,392
Value of total assets at end of year2020-12-31$16,516,194
Value of total assets at beginning of year2020-12-31$12,664,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,924
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$9,725
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
Administrative expenses (other) incurred2020-12-31$65,671
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$3,851,794
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,516,194
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,664,400
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,987,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,373,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$103,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$483,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$457,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,757,853
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$3,141,392
Employer contributions (assets) at end of year2020-12-31$940,901
Employer contributions (assets) at beginning of year2020-12-31$802,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$917,527
Contract administrator fees2020-12-31$54,528
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$4,860,903
Total income from all sources (including contributions)2019-12-31$4,860,903
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$928,371
Total of all expenses incurred2019-12-31$928,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$815,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$815,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,924,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,924,026
Value of total assets at end of year2019-12-31$12,664,400
Value of total assets at end of year2019-12-31$12,664,400
Value of total assets at beginning of year2019-12-31$8,731,868
Value of total assets at beginning of year2019-12-31$8,731,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,898
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
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$8,090
Administrative expenses professional fees incurred2019-12-31$8,090
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
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
Administrative expenses (other) incurred2019-12-31$59,663
Administrative expenses (other) incurred2019-12-31$59,663
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$3,932,532
Value of net income/loss2019-12-31$3,932,532
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,664,400
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,664,400
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,731,868
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,731,868
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,373,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,373,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,510,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,510,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$457,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$457,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$464,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$464,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,936,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,936,877
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
Contributions received in cash from employer2019-12-31$2,924,026
Contributions received in cash from employer2019-12-31$2,924,026
Employer contributions (assets) at end of year2019-12-31$802,530
Employer contributions (assets) at end of year2019-12-31$802,530
Employer contributions (assets) at beginning of year2019-12-31$731,121
Employer contributions (assets) at beginning of year2019-12-31$731,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$815,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$815,473
Contract administrator fees2019-12-31$45,145
Contract administrator fees2019-12-31$45,145
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
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,011,866
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$577,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$491,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,549,224
Value of total assets at end of year2018-12-31$8,731,868
Value of total assets at beginning of year2018-12-31$7,297,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,408
Total interest from all sources2018-12-31$5,099
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$3,547
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
Administrative expenses (other) incurred2018-12-31$44,899
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$1,434,652
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,731,868
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,297,216
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,510,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,428,041
Interest earned on other investments2018-12-31$5,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$464,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$425,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-542,457
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$2,549,224
Employer contributions (assets) at end of year2018-12-31$731,121
Employer contributions (assets) at beginning of year2018-12-31$414,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$491,806
Contract administrator fees2018-12-31$36,962
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$2,304,357
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$279,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$216,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,446,154
Value of total assets at end of year2017-12-31$7,297,216
Value of total assets at beginning of year2017-12-31$5,272,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,829
Total interest from all sources2017-12-31$7,349
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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
Administrative expenses (other) incurred2017-12-31$32,828
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$2,025,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,297,216
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,272,163
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,428,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,534,467
Interest earned on other investments2017-12-31$7,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$425,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$376,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$850,854
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$1,446,154
Employer contributions (assets) at end of year2017-12-31$414,178
Employer contributions (assets) at beginning of year2017-12-31$335,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$216,475
Contract administrator fees2017-12-31$30,001
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,606,612
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$394,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$336,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,238,030
Value of total assets at end of year2016-12-31$5,272,163
Value of total assets at beginning of year2016-12-31$4,059,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,023
Total interest from all sources2016-12-31$8,200
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
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$1,212,525
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,272,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,059,638
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$58,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,534,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,182,321
Interest earned on other investments2016-12-31$8,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$376,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$297,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$360,382
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$1,238,030
Employer contributions (assets) at end of year2016-12-31$335,564
Employer contributions (assets) at beginning of year2016-12-31$563,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$336,064
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,056,310
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$320,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$262,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,099,996
Value of total assets at end of year2015-12-31$4,059,638
Value of total assets at beginning of year2015-12-31$3,323,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,357
Total interest from all sources2015-12-31$6,475
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
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$735,767
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,059,638
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,323,871
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$58,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,182,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,593,688
Interest earned on other investments2015-12-31$6,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$297,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$263,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,161
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$1,099,996
Employer contributions (assets) at end of year2015-12-31$563,256
Employer contributions (assets) at beginning of year2015-12-31$453,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$262,186
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,036,597
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$207,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$159,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$885,307
Value of total assets at end of year2014-12-31$3,323,871
Value of total assets at beginning of year2014-12-31$2,494,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,471
Total interest from all sources2014-12-31$4,302
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
Administrative expenses (other) incurred2014-12-31$26,256
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$829,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,323,871
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,494,606
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$21,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,593,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,075,242
Interest earned on other investments2014-12-31$4,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$263,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$239,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$146,988
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$885,307
Employer contributions (assets) at end of year2014-12-31$453,383
Employer contributions (assets) at beginning of year2014-12-31$169,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$159,861
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,066,168
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$163,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$739,754
Value of total assets at end of year2013-12-31$2,494,606
Value of total assets at beginning of year2013-12-31$1,592,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,675
Total interest from all sources2013-12-31$4,843
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
Administrative expenses (other) incurred2013-12-31$21,030
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$902,596
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,494,606
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,592,010
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$17,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,075,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,256,989
Interest earned on other investments2013-12-31$4,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$239,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$189,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$321,571
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$739,754
Employer contributions (assets) at end of year2013-12-31$169,003
Employer contributions (assets) at beginning of year2013-12-31$145,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,897
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$718,254
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$80,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$595,090
Value of total assets at end of year2012-12-31$1,592,010
Value of total assets at beginning of year2012-12-31$953,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,637
Total interest from all sources2012-12-31$2,838
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
Administrative expenses (other) incurred2012-12-31$18,683
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$638,048
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,592,010
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$953,962
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$7,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,256,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$689,166
Interest earned on other investments2012-12-31$2,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$189,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$146,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$120,326
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$595,090
Employer contributions (assets) at end of year2012-12-31$145,649
Employer contributions (assets) at beginning of year2012-12-31$118,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,569
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 name2012-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341310124
2011 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$488,312
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$62,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$44,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$504,170
Value of total assets at end of year2011-12-31$953,962
Value of total assets at beginning of year2011-12-31$528,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,854
Total interest from all sources2011-12-31$2,318
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
Administrative expenses (other) incurred2011-12-31$13,880
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$425,476
Value of net assets at end of year (total assets less liabilities)2011-12-31$953,962
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$528,486
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$3,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$689,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$327,747
Interest earned on other investments2011-12-31$2,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$146,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$91,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,176
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$504,170
Employer contributions (assets) at end of year2011-12-31$118,632
Employer contributions (assets) at beginning of year2011-12-31$109,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,982
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 : MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$340,021
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$302,169
Value of total assets at end of year2010-12-31$528,486
Value of total assets at beginning of year2010-12-31$203,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,514
Total interest from all sources2010-12-31$1,746
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
Administrative expenses (other) incurred2010-12-31$6,735
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$324,909
Value of net assets at end of year (total assets less liabilities)2010-12-31$528,486
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$203,577
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$1,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$327,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$111,687
Interest earned on other investments2010-12-31$1,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$91,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,106
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$302,169
Employer contributions (assets) at end of year2010-12-31$109,103
Employer contributions (assets) at beginning of year2010-12-31$53,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,598
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 MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

2022: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 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
2010: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered2527
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $980
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 $980
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered2393
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,032
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 $1,032
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered2229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $963
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 $963
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered2224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,033
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 $1,033
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered2114
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,102
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 $1,102
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered1414
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,078
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 $1,078
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered1166
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,230
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 $1,230
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,186
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 $1,186
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,354
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 $1,354
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered75
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,433
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 $1,433
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered80
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,560
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 number194-84048
Policy instance 1
Insurance contract or identification number194-84048
Number of Individuals Covered78
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,365
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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