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OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameOAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN
Plan identification number 003

OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL
Employer identification number (EIN):381368347
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01ANDREW J POOLE III2020-08-18
0032018-01-01ANDREW J POOLE III2019-10-11
0032017-01-01GREGG BEEG
0032016-01-01GREGG BEEG
0032015-01-01GREGG BEEG
0032014-01-01GREGG BEEG
0032013-01-01GREGG BEEG GREGG BEEG2014-10-15
0032012-01-01JAN SINCLAIR
0032011-01-01JAN SINCLAIR
0032009-01-01JAN SINCLAIR
0032009-01-01JAN SINCLAIR

Plan Statistics for OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,452
Total number of active participants reported on line 7a of the Form 55002022-01-011,110
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01256
Total of all active and inactive participants2022-01-011,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,386
Number of participants with account balances2022-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0155
2021: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,384
Total number of active participants reported on line 7a of the Form 55002021-01-011,265
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01168
Total of all active and inactive participants2021-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,452
Number of participants with account balances2021-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,373
Total number of active participants reported on line 7a of the Form 55002020-01-011,211
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,384
Number of participants with account balances2020-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,387
Total number of active participants reported on line 7a of the Form 55002019-01-011,210
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-011,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,373
Number of participants with account balances2019-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0170
2018: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,287
Total number of active participants reported on line 7a of the Form 55002018-01-011,186
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01188
Total of all active and inactive participants2018-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,387
Number of participants with account balances2018-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,262
Total number of active participants reported on line 7a of the Form 55002017-01-011,117
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,287
Number of participants with account balances2017-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,143
Total number of active participants reported on line 7a of the Form 55002016-01-011,119
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01137
Total of all active and inactive participants2016-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,262
Number of participants with account balances2016-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,218
Total number of active participants reported on line 7a of the Form 55002015-01-011,034
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,143
Number of participants with account balances2015-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,230
Total number of active participants reported on line 7a of the Form 55002014-01-011,095
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01117
Total of all active and inactive participants2014-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,218
Number of participants with account balances2014-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0185
2013: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01944
Total number of active participants reported on line 7a of the Form 55002013-01-011,191
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,230
Number of participants with account balances2013-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01873
Total number of active participants reported on line 7a of the Form 55002012-01-01876
Number of retired or separated participants receiving benefits2012-01-0166
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01944
Number of participants with account balances2012-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01827
Total number of active participants reported on line 7a of the Form 55002011-01-01845
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01873
Number of participants with account balances2011-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01819
Total number of active participants reported on line 7a of the Form 55002009-01-01848
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01879
Number of participants with account balances2009-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,853,227
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,033,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,948,982
Expenses. Certain deemed distributions of participant loans2022-12-31$4,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,484,453
Value of total assets at end of year2022-12-31$66,873,047
Value of total assets at beginning of year2022-12-31$78,760,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,751
Total interest from all sources2022-12-31$18,798
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,617,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,617,056
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,092,347
Participant contributions at end of year2022-12-31$457,148
Participant contributions at beginning of year2022-12-31$466,202
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$818,175
Other income not declared elsewhere2022-12-31$1,016,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,887,123
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,873,047
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,760,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,485,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$64,714,380
Interest on participant loans2022-12-31$18,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,356,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,692,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,989,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$573,931
Employer contributions (assets) at end of year2022-12-31$573,931
Employer contributions (assets) at beginning of year2022-12-31$887,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,948,982
Contract administrator fees2022-12-31$80,751
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,676,251
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,994,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,949,582
Expenses. Certain deemed distributions of participant loans2021-12-31$-33,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,246,920
Value of total assets at end of year2021-12-31$78,760,170
Value of total assets at beginning of year2021-12-31$70,078,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,923
Total interest from all sources2021-12-31$23,088
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,524,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,524,446
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,011,141
Participant contributions at end of year2021-12-31$466,202
Participant contributions at beginning of year2021-12-31$550,371
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$348,496
Other income not declared elsewhere2021-12-31$1,798,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,681,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,760,170
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,078,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$64,714,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,867,199
Interest on participant loans2021-12-31$23,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,692,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,661,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,083,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$887,283
Employer contributions (assets) at end of year2021-12-31$887,283
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,949,582
Contract administrator fees2021-12-31$78,923
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,828,888
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,808,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,198,858
Expenses. Certain deemed distributions of participant loans2020-12-31$543,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,699,067
Value of total assets at end of year2020-12-31$70,078,891
Value of total assets at beginning of year2020-12-31$63,058,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,863
Total interest from all sources2020-12-31$30,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,989,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,989,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,579,585
Participant contributions at end of year2020-12-31$550,371
Participant contributions at beginning of year2020-12-31$1,233,060
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,482
Other income not declared elsewhere2020-12-31$2,272,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,020,773
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,078,891
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,058,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,867,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,939,508
Interest on participant loans2020-12-31$30,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,661,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,898,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,837,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$987,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,198,858
Contract administrator fees2020-12-31$65,863
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,394,696
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,157,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,107,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,195,351
Value of total assets at end of year2019-12-31$63,058,118
Value of total assets at beginning of year2019-12-31$53,820,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,050
Total interest from all sources2019-12-31$29,285
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,700,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,700,620
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,427,897
Participant contributions at end of year2019-12-31$1,233,060
Participant contributions at beginning of year2019-12-31$1,201,962
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$780,003
Other income not declared elsewhere2019-12-31$18,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,237,293
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,058,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,820,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,939,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,532,340
Interest on participant loans2019-12-31$29,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,898,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,067,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,451,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$987,451
Employer contributions (assets) at end of year2019-12-31$987,451
Employer contributions (assets) at beginning of year2019-12-31$1,019,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,107,353
Contract administrator fees2019-12-31$50,050
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,253,943
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,264,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,259,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,011,889
Value of total assets at end of year2018-12-31$53,820,825
Value of total assets at beginning of year2018-12-31$58,831,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,780
Total interest from all sources2018-12-31$19,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,945,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,945,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,128,796
Participant contributions at end of year2018-12-31$1,201,962
Participant contributions at beginning of year2018-12-31$1,201,548
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$353,226
Other income not declared elsewhere2018-12-31$212,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,010,316
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,820,825
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,831,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,532,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,367,920
Interest on participant loans2018-12-31$19,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,067,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,379,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,935,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$529,867
Employer contributions (assets) at end of year2018-12-31$1,019,274
Employer contributions (assets) at beginning of year2018-12-31$881,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,259,479
Contract administrator fees2018-12-31$4,780
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,266,374
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,568,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,563,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,784,734
Value of total assets at end of year2017-12-31$58,831,141
Value of total assets at beginning of year2017-12-31$52,132,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,057
Total interest from all sources2017-12-31$18,994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,352,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,352,201
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,005,771
Participant contributions at end of year2017-12-31$1,201,548
Participant contributions at beginning of year2017-12-31$1,288,693
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$897,192
Other income not declared elsewhere2017-12-31$-172,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,698,359
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,831,141
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,132,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,367,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,493,279
Interest on participant loans2017-12-31$18,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,379,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,507,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,283,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$881,771
Employer contributions (assets) at end of year2017-12-31$881,771
Employer contributions (assets) at beginning of year2017-12-31$842,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,563,958
Contract administrator fees2017-12-31$4,057
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,982,520
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,355,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,351,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,420,358
Value of total assets at end of year2016-12-31$52,132,782
Value of total assets at beginning of year2016-12-31$47,505,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,791
Total interest from all sources2016-12-31$17,558
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,808,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,808,459
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,853,302
Participant contributions at end of year2016-12-31$1,288,693
Participant contributions at beginning of year2016-12-31$1,350,192
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$724,239
Other income not declared elsewhere2016-12-31$1,072,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,627,063
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,132,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,505,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,493,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,917,970
Interest on participant loans2016-12-31$17,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,507,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,454,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$663,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$842,817
Employer contributions (assets) at end of year2016-12-31$842,817
Employer contributions (assets) at beginning of year2016-12-31$783,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,351,666
Contract administrator fees2016-12-31$3,791
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,162,534
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,166,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,162,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,083,538
Value of total assets at end of year2015-12-31$47,505,719
Value of total assets at beginning of year2015-12-31$48,509,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,473
Total interest from all sources2015-12-31$21,644
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,946,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,946,573
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,713,977
Participant contributions at end of year2015-12-31$1,350,192
Participant contributions at beginning of year2015-12-31$1,451,253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$586,354
Other income not declared elsewhere2015-12-31$424,998
Administrative expenses (other) incurred2015-12-31$4,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,003,998
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,505,719
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,509,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,917,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,934,063
Interest on participant loans2015-12-31$21,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,454,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,124,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,314,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$783,207
Employer contributions (assets) at end of year2015-12-31$783,207
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,162,059
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,856,550
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,760,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,756,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,257,790
Value of total assets at end of year2014-12-31$48,509,717
Value of total assets at beginning of year2014-12-31$47,413,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,115
Total interest from all sources2014-12-31$27,575
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,917,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,917,812
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,751,021
Participant contributions at end of year2014-12-31$1,451,253
Participant contributions at beginning of year2014-12-31$1,550,113
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$506,769
Other income not declared elsewhere2014-12-31$479,113
Administrative expenses (other) incurred2014-12-31$4,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,095,808
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,509,717
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,413,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,934,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,696,970
Interest on participant loans2014-12-31$27,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,124,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,303,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$174,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$862,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,756,627
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,172,527
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,729,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,720,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,880,062
Value of total assets at end of year2013-12-31$47,413,909
Value of total assets at beginning of year2013-12-31$39,971,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,006
Total interest from all sources2013-12-31$28,281
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$924,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$924,353
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,896,042
Participant contributions at end of year2013-12-31$1,550,113
Participant contributions at beginning of year2013-12-31$763,416
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,121,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$9,006
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,442,812
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,413,909
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,971,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,696,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,518,969
Interest on participant loans2013-12-31$28,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,303,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,896,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,339,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$862,952
Employer contributions (assets) at end of year2013-12-31$862,952
Employer contributions (assets) at beginning of year2013-12-31$782,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,720,709
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,047,323
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,386,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,381,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,742,876
Value of total assets at end of year2012-12-31$39,971,097
Value of total assets at beginning of year2012-12-31$34,309,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,006
Total interest from all sources2012-12-31$17,328
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$325,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$325,069
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,646,809
Participant contributions at end of year2012-12-31$763,416
Participant contributions at beginning of year2012-12-31$605,111
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$94,368
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$312,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$38,467
Other income not declared elsewhere2012-12-31$451,040
Administrative expenses (other) incurred2012-12-31$5,006
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$175,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,661,141
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,971,097
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,309,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,518,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,686,165
Interest on participant loans2012-12-31$17,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,896,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,105,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,511,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$783,572
Employer contributions (assets) at end of year2012-12-31$782,568
Employer contributions (assets) at beginning of year2012-12-31$593,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,381,176
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,204,518
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,316,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,312,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,572,067
Value of total assets at end of year2011-12-31$34,309,956
Value of total assets at beginning of year2011-12-31$32,422,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,669
Total interest from all sources2011-12-31$17,159
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$466,103
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$466,103
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,652,624
Participant contributions at end of year2011-12-31$605,111
Participant contributions at beginning of year2011-12-31$635,866
Participant contributions at end of year2011-12-31$94,368
Participant contributions at beginning of year2011-12-31$94,124
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$326,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$38,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$333,066
Administrative expenses (other) incurred2011-12-31$4,669
Total non interest bearing cash at end of year2011-12-31$175,459
Total non interest bearing cash at beginning of year2011-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,887,671
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,309,956
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,422,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,686,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,642,126
Income. Interest from loans (other than to participants)2011-12-31$17,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,105,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,483,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,183,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$593,310
Employer contributions (assets) at end of year2011-12-31$593,310
Employer contributions (assets) at beginning of year2011-12-31$548,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,312,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,070,654
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,382,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,378,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,806,048
Value of total assets at end of year2010-12-31$32,422,285
Value of total assets at beginning of year2010-12-31$26,734,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,586
Total interest from all sources2010-12-31$16,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$393,855
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$393,855
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,577,974
Participant contributions at end of year2010-12-31$635,866
Participant contributions at beginning of year2010-12-31$485,394
Participant contributions at end of year2010-12-31$94,124
Participant contributions at beginning of year2010-12-31$71,159
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$679,285
Other income not declared elsewhere2010-12-31$300,292
Administrative expenses (other) incurred2010-12-31$3,586
Total non interest bearing cash at end of year2010-12-31$439
Total non interest bearing cash at beginning of year2010-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,688,097
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,422,285
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,734,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,642,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,217,573
Income. Interest from loans (other than to participants)2010-12-31$16,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,483,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,909,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,554,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$548,789
Employer contributions (assets) at end of year2010-12-31$548,789
Employer contributions (assets) at beginning of year2010-12-31$1,039,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,378,971
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN

2022: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OAKLAWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered1137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered1095
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered988
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered988
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered976
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberOAK-001
Policy instance 1
Insurance contract or identification numberOAK-001
Number of Individuals Covered914
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered781
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered908
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered757
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,544
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 $14,544
Insurance broker organization code?4
Insurance broker nameVALMARK SECURITIES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered761
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,350
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 $6,465
Insurance broker organization code?4
Insurance broker nameAXA ADVISORS, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered731
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,387
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55342
Policy instance 1
Insurance contract or identification numberGP55342
Number of Individuals Covered683
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,173
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
Commission paid to Insurance BrokerUSD $12,173
Insurance broker organization code?3
Insurance broker nameAXA ADVISORS, LLC

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