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SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 401k Plan overview

Plan NameSHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN
Plan identification number 001

SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION
Employer identification number (EIN):370966854
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01PATSY JENSEN
0012016-07-01
0012015-07-01PATSY JENSEN
0012014-07-01PATSY JENSEN PATSY JENSEN2016-04-13
0012013-07-01JEFFREY COOPER
0012012-07-01PATSY JENSEN PATSY JENSEN2014-07-29
0012011-07-01PATSY JENSEN PATSY JENSEN2013-09-19
0012010-07-01PATSY JENSEN PATSY JENSEN2012-03-27
0012009-07-01PATSY JENSEN PATSY JENSEN2012-06-11
0012009-07-01 PATSY JENSEN2011-05-11
0012009-07-01PATSY JENSEN
0012009-07-01JEFFREY COOPER PATSY JENSEN2011-08-24

Plan Statistics for SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN

401k plan membership statisitcs for SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN

Measure Date Value
2021: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01434
Total number of active participants reported on line 7a of the Form 55002021-07-01361
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-01184
Total of all active and inactive participants2021-07-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01549
Number of participants with account balances2021-07-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01437
Total number of active participants reported on line 7a of the Form 55002020-07-01340
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01147
Total of all active and inactive participants2020-07-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01487
Number of participants with account balances2020-07-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01497
Total number of active participants reported on line 7a of the Form 55002019-07-01346
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0188
Total of all active and inactive participants2019-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01434
Number of participants with account balances2019-07-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01441
Total number of active participants reported on line 7a of the Form 55002018-07-01361
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01121
Total of all active and inactive participants2018-07-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01482
Number of participants with account balances2018-07-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
2017: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01519
Total number of active participants reported on line 7a of the Form 55002017-07-01346
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01102
Total of all active and inactive participants2017-07-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01448
Number of participants with account balances2017-07-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0119
2016: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01478
Total number of active participants reported on line 7a of the Form 55002016-07-01350
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01155
Total of all active and inactive participants2016-07-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01505
Number of participants with account balances2016-07-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0112
2015: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01394
Total number of active participants reported on line 7a of the Form 55002015-07-01349
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01119
Total of all active and inactive participants2015-07-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01468
Number of participants with account balances2015-07-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01438
Total number of active participants reported on line 7a of the Form 55002014-07-01327
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0162
Total of all active and inactive participants2014-07-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01389
Number of participants with account balances2014-07-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01430
Total number of active participants reported on line 7a of the Form 55002013-07-01320
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01110
Total of all active and inactive participants2013-07-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01431
Number of participants with account balances2013-07-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01432
Total number of active participants reported on line 7a of the Form 55002012-07-01345
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0177
Total of all active and inactive participants2012-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01423
Number of participants with account balances2012-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01393
Total number of active participants reported on line 7a of the Form 55002011-07-01348
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0184
Total of all active and inactive participants2011-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01432
Number of participants with account balances2011-07-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01433
Total number of active participants reported on line 7a of the Form 55002010-07-01321
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0171
Total of all active and inactive participants2010-07-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01392
Number of participants with account balances2010-07-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01328
Total number of active participants reported on line 7a of the Form 55002009-07-01317
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01117
Total of all active and inactive participants2009-07-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01434
Number of participants with account balances2009-07-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0114

Financial Data on SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN

Measure Date Value
2022 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-930,375
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,740,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,648,571
Expenses. Certain deemed distributions of participant loans2022-06-30$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,757,765
Value of total assets at end of year2022-06-30$16,691,144
Value of total assets at beginning of year2022-06-30$19,362,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$92,353
Total interest from all sources2022-06-30$18,624
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$549,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$549,185
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,070,003
Participant contributions at end of year2022-06-30$285,843
Participant contributions at beginning of year2022-06-30$317,673
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$123,325
Administrative expenses (other) incurred2022-06-30$92,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,671,302
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,691,144
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$19,362,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$15,981,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$18,705,062
Interest on participant loans2022-06-30$13,438
Interest earned on other investments2022-06-30$5,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$423,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$339,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,255,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$564,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,648,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2022-06-30430352985
2021 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$6,589,650
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,320,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,249,135
Expenses. Certain deemed distributions of participant loans2021-06-30$675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,937,958
Value of total assets at end of year2021-06-30$19,362,446
Value of total assets at beginning of year2021-06-30$14,093,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$70,847
Total interest from all sources2021-06-30$21,169
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$767,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$767,841
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$953,786
Participant contributions at end of year2021-06-30$317,673
Participant contributions at beginning of year2021-06-30$379,756
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$33,525
Other income not declared elsewhere2021-06-30$1,133
Administrative expenses (other) incurred2021-06-30$70,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,268,993
Value of net assets at end of year (total assets less liabilities)2021-06-30$19,362,446
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$14,093,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$18,705,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$13,409,518
Interest on participant loans2021-06-30$16,053
Interest earned on other investments2021-06-30$5,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$339,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$304,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,861,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$950,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,249,135
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2021-06-30430352985
2020 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,273,206
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,496,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,449,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$820,431
Value of total assets at end of year2020-06-30$14,093,453
Value of total assets at beginning of year2020-06-30$14,316,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$46,404
Total interest from all sources2020-06-30$16,133
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$10,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$10,036
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$820,431
Participant contributions at end of year2020-06-30$379,756
Participant contributions at beginning of year2020-06-30$294,815
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$340
Other income not declared elsewhere2020-06-30$39,673
Administrative expenses (other) incurred2020-06-30$46,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-223,095
Value of net assets at end of year (total assets less liabilities)2020-06-30$14,093,453
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$14,316,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$13,409,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$13,224,066
Interest on participant loans2020-06-30$12,718
Interest earned on other investments2020-06-30$3,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$304,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$359,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$386,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$437,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,449,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2020-06-30430352985
2019 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,936,390
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,977,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,946,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,352,852
Value of total assets at end of year2019-06-30$14,316,548
Value of total assets at beginning of year2019-06-30$14,357,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$31,036
Total interest from all sources2019-06-30$20,457
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$814,657
Participant contributions at end of year2019-06-30$294,815
Participant contributions at beginning of year2019-06-30$404,992
Participant contributions at end of year2019-06-30$340
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$115,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-40,786
Value of net assets at end of year (total assets less liabilities)2019-06-30$14,316,548
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$14,357,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$13,224,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,772,515
Interest on participant loans2019-06-30$13,935
Interest earned on other investments2019-06-30$6,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$359,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$685,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$563,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$422,416
Employer contributions (assets) at end of year2019-06-30$437,939
Employer contributions (assets) at beginning of year2019-06-30$494,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,946,140
Contract administrator fees2019-06-30$31,036
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2019-06-30430352985
2018 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,354,387
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,131,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,085,251
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,250,764
Value of total assets at end of year2018-06-30$14,357,334
Value of total assets at beginning of year2018-06-30$15,134,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$45,866
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$22,332
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Assets. Real estate other than employer real property at end of year2018-06-30$0
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$810,678
Participant contributions at end of year2018-06-30$404,992
Participant contributions at beginning of year2018-06-30$261,000
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$30,681
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$2,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$-776,730
Value of net assets at end of year (total assets less liabilities)2018-06-30$14,357,334
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$15,134,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,772,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,011,956
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$13,555
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$8,777
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$685,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,256,403
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,081,291
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$437,999
Employer contributions (assets) at end of year2018-06-30$494,314
Employer contributions (assets) at beginning of year2018-06-30$574,024
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,085,251
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$45,866
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2018-06-30430352985
2017 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,896,314
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$812,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$771,011
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$5,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,289,086
Value of total assets at end of year2017-06-30$14,715,413
Value of total assets at beginning of year2017-06-30$12,631,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$35,679
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$16,618
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$726,279
Participant contributions at end of year2017-06-30$261,000
Participant contributions at beginning of year2017-06-30$137,561
Participant contributions at end of year2017-06-30$30,681
Participant contributions at beginning of year2017-06-30$28,161
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$407,434
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$2,084,254
Value of net assets at end of year (total assets less liabilities)2017-06-30$14,715,413
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,631,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,011,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,002,809
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$7,829
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$8,789
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,256,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$625,918
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,590,610
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$155,373
Employer contributions (assets) at end of year2017-06-30$155,373
Employer contributions (assets) at beginning of year2017-06-30$836,710
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$771,011
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$35,679
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KERBER ECK & BRAECKEL LLP
Accountancy firm EIN2017-06-30430352985
2016 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,632,250
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,660,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,630,153
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,783,527
Value of total assets at end of year2016-06-30$12,631,159
Value of total assets at beginning of year2016-06-30$12,659,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$30,381
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$6,311
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Assets. Real estate other than employer real property at end of year2016-06-30$0
Assets. Real estate other than employer real property at beginning of year2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$639,091
Participant contributions at end of year2016-06-30$137,561
Participant contributions at beginning of year2016-06-30$146,944
Participant contributions at end of year2016-06-30$28,161
Participant contributions at beginning of year2016-06-30$23,105
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Assets. Loans (other than to participants) at end of year2016-06-30$0
Assets. Loans (other than to participants) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$-28,582
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,631,159
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,659,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,002,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,728,889
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$6,311
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$625,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$368,354
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,606,431
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-157,588
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Assets. Value of employer real property at end of year2016-06-30$0
Assets. Value of employer real property at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$1,144,436
Employer contributions (assets) at end of year2016-06-30$836,710
Employer contributions (assets) at beginning of year2016-06-30$392,449
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$23,722
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$30,381
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2016-06-30430352985
2015 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,208,268
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$688,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$653,154
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$963,856
Value of total assets at end of year2015-06-30$12,659,741
Value of total assets at beginning of year2015-06-30$12,140,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$35,426
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$11,329
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Assets. Real estate other than employer real property at end of year2015-06-30$0
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$540,553
Participant contributions at end of year2015-06-30$146,944
Participant contributions at beginning of year2015-06-30$112,559
Participant contributions at end of year2015-06-30$23,105
Participant contributions at beginning of year2015-06-30$21,256
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$28,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Assets. Loans (other than to participants) at end of year2015-06-30$0
Assets. Loans (other than to participants) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$519,688
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,659,741
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,140,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$0
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,728,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,160,976
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Interest on participant loans2015-06-30$5,468
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$5,861
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest in master investment trust accounts at end of year2015-06-30$0
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$368,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$453,184
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$233,083
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Assets. Value of employer real property at end of year2015-06-30$0
Assets. Value of employer real property at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$394,475
Employer contributions (assets) at end of year2015-06-30$392,449
Employer contributions (assets) at beginning of year2015-06-30$392,078
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$653,154
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$35,426
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2015-06-30430352985
2014 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,553,320
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$945,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$913,170
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$958,351
Value of total assets at end of year2014-06-30$12,140,053
Value of total assets at beginning of year2014-06-30$10,531,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$32,006
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$13,389
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$562,810
Participant contributions at end of year2014-06-30$112,559
Participant contributions at beginning of year2014-06-30$212,838
Participant contributions at end of year2014-06-30$21,256
Participant contributions at beginning of year2014-06-30$24,066
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,994
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$1,608,144
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,140,053
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,531,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,160,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,478,866
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$6,853
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$6,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$453,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$403,446
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,581,580
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$393,547
Employer contributions (assets) at end of year2014-06-30$392,078
Employer contributions (assets) at beginning of year2014-06-30$412,693
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$913,170
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$32,006
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ODUM ACCOUNTING
Accountancy firm EIN2014-06-30203513443
2013 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,064,093
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$656,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$634,656
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$997,950
Value of total assets at end of year2013-06-30$10,531,909
Value of total assets at beginning of year2013-06-30$9,123,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,513
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$17,208
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Assets. Real estate other than employer real property at end of year2013-06-30$0
Assets. Real estate other than employer real property at beginning of year2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$583,807
Participant contributions at end of year2013-06-30$212,838
Participant contributions at beginning of year2013-06-30$237,759
Participant contributions at end of year2013-06-30$24,066
Participant contributions at beginning of year2013-06-30$23,618
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,182
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Assets. Loans (other than to participants) at end of year2013-06-30$0
Assets. Loans (other than to participants) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$21,513
Liabilities. Value of operating payables at end of year2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$1,407,924
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,531,909
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,123,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$0
Assets. partnership/joint venture interests at beginning of year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,478,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$8,152,990
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Interest on participant loans2013-06-30$8,436
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$0
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$8,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$403,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$341,721
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,048,935
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Assets. Value of employer real property at end of year2013-06-30$0
Assets. Value of employer real property at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$412,961
Employer contributions (assets) at end of year2013-06-30$412,693
Employer contributions (assets) at beginning of year2013-06-30$367,897
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$634,656
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$0
Contract administrator fees2013-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ODUM ACCOUNTING
Accountancy firm EIN2013-06-30203513443
2012 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$711,327
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$485,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$475,087
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$587,273
Value of total assets at end of year2012-06-30$8,756,088
Value of total assets at beginning of year2012-06-30$8,530,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,321
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$21,520
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$546,054
Participant contributions at end of year2012-06-30$237,759
Participant contributions at beginning of year2012-06-30$278,973
Participant contributions at end of year2012-06-30$23,618
Participant contributions at beginning of year2012-06-30$22,457
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$40,557
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$10,321
Liabilities. Value of operating payables at end of year2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$225,919
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,756,088
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,530,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$0
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$8,152,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,461,942
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$10,522
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest in master investment trust accounts at end of year2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$10,998
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$341,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$520,159
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$102,534
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at end of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$662
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$246,638
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$475,087
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ODUM ACCOUNTING
Accountancy firm EIN2012-06-30203513443
2011 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,302,000
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$736,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$729,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$907,367
Value of total assets at end of year2011-06-30$8,530,169
Value of total assets at beginning of year2011-06-30$6,964,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$6,807
Total interest from all sources2011-06-30$21,045
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$334,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$530,394
Participant contributions at end of year2011-06-30$278,973
Participant contributions at beginning of year2011-06-30$50,558
Participant contributions at end of year2011-06-30$22,457
Participant contributions at beginning of year2011-06-30$22,501
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$130,335
Administrative expenses (other) incurred2011-06-30$6,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,565,335
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,530,169
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,964,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,461,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,216,254
Interest on participant loans2011-06-30$8,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$12,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$520,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$375,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,373,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$246,638
Employer contributions (assets) at end of year2011-06-30$246,638
Employer contributions (assets) at beginning of year2011-06-30$300,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$729,858
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ODUM ACCOUNTING
Accountancy firm EIN2011-06-30203513443
2010 : SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN

2021: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SHAWNEE HEALTH SERVICE AND DEVELOPMENT CORPORATION 401K AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FF6
Policy instance 1
Insurance contract or identification number664FF6
Number of Individuals Covered540
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FF6
Policy instance 1
Insurance contract or identification number664FF6
Number of Individuals Covered487
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FF6
Policy instance 2
Insurance contract or identification number664FF6
Number of Individuals Covered434
Insurance policy start date2020-06-08
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered452
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $39,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,017
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered391
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $40,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered420
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $33,982
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,982
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMSI FINANCIAL SERVICES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered338
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $37,431
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,278
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered370
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $37,042
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,042
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES CORP
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered362
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $32,129
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,129
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES CORP
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered366
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $34,048
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35767
Policy instance 1
Insurance contract or identification numberG35767
Number of Individuals Covered339
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $39,653
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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