401k Plan data: AMERY HOSPITAL & CLINIC 403(B)PLAN plan

AMERY HOSPITAL & CLINIC 403(B)PLAN 401k Plan overview

Plan Name	AMERY HOSPITAL & CLINIC 403(B)PLAN
Plan identification number	002

AMERY HOSPITAL & CLINIC 403(B)PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

AMERY REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: AMERY REGIONAL MEDICAL CENTER

Employer identification number (EIN): 390908320

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERY HOSPITAL & CLINIC 403(B)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANN SCHILLING 2018-10-09 ANN SCHILLING 2018-10-09
002 2016-01-01 ANN SCHILLING 2017-10-12 ANN SCHILLING 2017-10-12
002 2015-01-01 JOANNE JACKSON 2016-10-14 JOANNE JACKSON 2016-10-14
002 2014-04-01 JOANNE JACKSON
002 2013-04-01 JOANNE JACKSON
002 2012-04-01 JOANNE JACKSON
002 2011-04-01 JOANNE JACKSON
002 2010-04-01 JOANNE JACKSON
002 2009-04-01 JOANNE JACKSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANN SCHILLING	2018-10-09	ANN SCHILLING	2018-10-09
002	2016-01-01	ANN SCHILLING	2017-10-12	ANN SCHILLING	2017-10-12
002	2015-01-01	JOANNE JACKSON	2016-10-14	JOANNE JACKSON	2016-10-14
002	2014-04-01	JOANNE JACKSON
002	2013-04-01	JOANNE JACKSON
002	2012-04-01	JOANNE JACKSON
002	2011-04-01	JOANNE JACKSON
002	2010-04-01	JOANNE JACKSON
002	2009-04-01	JOANNE JACKSON

Plan Statistics for AMERY HOSPITAL & CLINIC 403(B)PLAN

401k plan membership statisitcs for AMERY HOSPITAL & CLINIC 403(B)PLAN

Measure Date Value
2022: AMERY HOSPITAL & CLINIC 403(B)PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 386
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 122
Total of all active and inactive participants 2022-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 516
Number of participants with account balances 2022-01-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: AMERY HOSPITAL & CLINIC 403(B)PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 524
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 382
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 121
Total of all active and inactive participants 2021-01-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 510
Number of participants with account balances 2021-01-01 483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: AMERY HOSPITAL & CLINIC 403(B)PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 393
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 124
Total of all active and inactive participants 2020-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 527
Number of participants with account balances 2020-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: AMERY HOSPITAL & CLINIC 403(B)PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 425
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 94
Total of all active and inactive participants 2019-01-01 522
Total participants 2019-01-01 522
Number of participants with account balances 2019-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: AMERY HOSPITAL & CLINIC 403(B)PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 516
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 432
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 110
Total of all active and inactive participants 2018-01-01 544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 544
Number of participants with account balances 2018-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: AMERY HOSPITAL & CLINIC 403(B)PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 424
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 553
Number of participants with account balances 2017-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: AMERY HOSPITAL & CLINIC 403(B)PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 533
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 432
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 114
Total of all active and inactive participants 2016-01-01 554
Total participants 2016-01-01 554
Number of participants with account balances 2016-01-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: AMERY HOSPITAL & CLINIC 403(B)PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 415
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 533
Number of participants with account balances 2015-01-01 473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: AMERY HOSPITAL & CLINIC 403(B)PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 551
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 436
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 135
Total of all active and inactive participants 2014-04-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 571
Number of participants with account balances 2014-04-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 7
2013: AMERY HOSPITAL & CLINIC 403(B)PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 558
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 432
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 118
Total of all active and inactive participants 2013-04-01 550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 1
Total participants 2013-04-01 551
Number of participants with account balances 2013-04-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: AMERY HOSPITAL & CLINIC 403(B)PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 585
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 458
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 99
Total of all active and inactive participants 2012-04-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 1
Total participants 2012-04-01 558
Number of participants with account balances 2012-04-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: AMERY HOSPITAL & CLINIC 403(B)PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 559
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 501
Number of retired or separated participants receiving benefits 2011-04-01 1
Number of other retired or separated participants entitled to future benefits 2011-04-01 83
Total of all active and inactive participants 2011-04-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 585
Number of participants with account balances 2011-04-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: AMERY HOSPITAL & CLINIC 403(B)PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 566
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 472
Number of retired or separated participants receiving benefits 2010-04-01 1
Number of other retired or separated participants entitled to future benefits 2010-04-01 86
Total of all active and inactive participants 2010-04-01 559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 559
Number of participants with account balances 2010-04-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: AMERY HOSPITAL & CLINIC 403(B)PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 530
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 478
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 87
Total of all active and inactive participants 2009-04-01 565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 1
Total participants 2009-04-01 566
Number of participants with account balances 2009-04-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: AMERY HOSPITAL & CLINIC 403(B)PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	386
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	122
Total of all active and inactive participants	2022-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	516
Number of participants with account balances	2022-01-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: AMERY HOSPITAL & CLINIC 403(B)PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	524
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	382
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	121
Total of all active and inactive participants	2021-01-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	510
Number of participants with account balances	2021-01-01	483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: AMERY HOSPITAL & CLINIC 403(B)PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	393
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	124
Total of all active and inactive participants	2020-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	527
Number of participants with account balances	2020-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: AMERY HOSPITAL & CLINIC 403(B)PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	425
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	94
Total of all active and inactive participants	2019-01-01	522
Total participants	2019-01-01	522
Number of participants with account balances	2019-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: AMERY HOSPITAL & CLINIC 403(B)PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	516
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	432
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	110
Total of all active and inactive participants	2018-01-01	544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	544
Number of participants with account balances	2018-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: AMERY HOSPITAL & CLINIC 403(B)PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	424
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	553
Number of participants with account balances	2017-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: AMERY HOSPITAL & CLINIC 403(B)PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	533
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	432
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	114
Total of all active and inactive participants	2016-01-01	554
Total participants	2016-01-01	554
Number of participants with account balances	2016-01-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: AMERY HOSPITAL & CLINIC 403(B)PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	415
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	112
Total of all active and inactive participants	2015-01-01	533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	533
Number of participants with account balances	2015-01-01	473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: AMERY HOSPITAL & CLINIC 403(B)PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	551
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	436
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	135
Total of all active and inactive participants	2014-04-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	571
Number of participants with account balances	2014-04-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	7
2013: AMERY HOSPITAL & CLINIC 403(B)PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	558
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	432
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	118
Total of all active and inactive participants	2013-04-01	550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	1
Total participants	2013-04-01	551
Number of participants with account balances	2013-04-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: AMERY HOSPITAL & CLINIC 403(B)PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	585
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	458
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	99
Total of all active and inactive participants	2012-04-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	558
Number of participants with account balances	2012-04-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: AMERY HOSPITAL & CLINIC 403(B)PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	559
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	501
Number of retired or separated participants receiving benefits	2011-04-01	1
Number of other retired or separated participants entitled to future benefits	2011-04-01	83
Total of all active and inactive participants	2011-04-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	585
Number of participants with account balances	2011-04-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: AMERY HOSPITAL & CLINIC 403(B)PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	566
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	472
Number of retired or separated participants receiving benefits	2010-04-01	1
Number of other retired or separated participants entitled to future benefits	2010-04-01	86
Total of all active and inactive participants	2010-04-01	559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	559
Number of participants with account balances	2010-04-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: AMERY HOSPITAL & CLINIC 403(B)PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	530
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	478
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	87
Total of all active and inactive participants	2009-04-01	565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	1
Total participants	2009-04-01	566
Number of participants with account balances	2009-04-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on AMERY HOSPITAL & CLINIC 403(B)PLAN

Measure	Date	Value
2022 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,536,205
Total of all expenses incurred	2022-12-31	$3,698,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,672,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,375,897
Value of total assets at end of year	2022-12-31	$26,178,262
Value of total assets at beginning of year	2022-12-31	$32,412,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,817
Total interest from all sources	2022-12-31	$9,495
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,025,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,025,313
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,527,428
Participant contributions at end of year	2022-12-31	$276,675
Participant contributions at beginning of year	2022-12-31	$202,294
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$23,541
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$123,595
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$88,518
Administrative expenses (other) incurred	2022-12-31	$25,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,234,734
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,178,262
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,412,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,227,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,427,736
Value of interest in pooled separate accounts at end of year	2022-12-31	$311,005
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$374,834
Interest on participant loans	2022-12-31	$9,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$16,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$4,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$4,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,323,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,279,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,946,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$759,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,672,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,760,803
Total of all expenses incurred	2021-12-31	$2,954,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,930,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,280,821
Value of total assets at end of year	2021-12-31	$32,412,996
Value of total assets at beginning of year	2021-12-31	$29,606,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,113
Total interest from all sources	2021-12-31	$13,296
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$945,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$945,229
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,367,642
Participant contributions at end of year	2021-12-31	$202,294
Participant contributions at beginning of year	2021-12-31	$200,222
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$123,595
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$81,936
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$205,167
Administrative expenses (other) incurred	2021-12-31	$24,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,806,362
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,412,996
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,606,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,427,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,765,489
Value of interest in pooled separate accounts at end of year	2021-12-31	$374,834
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$320,259
Interest on participant loans	2021-12-31	$13,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$4,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,279,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,238,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,521,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$708,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,930,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,645,860
Total of all expenses incurred	2020-12-31	$2,494,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,470,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,969,101
Value of total assets at end of year	2020-12-31	$29,606,634
Value of total assets at beginning of year	2020-12-31	$26,455,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,739
Total interest from all sources	2020-12-31	$5,527
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$606,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$606,380
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,209,109
Participant contributions at end of year	2020-12-31	$200,222
Participant contributions at beginning of year	2020-12-31	$121,799
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$81,936
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$23,774
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$111,266
Administrative expenses (other) incurred	2020-12-31	$24,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,151,019
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,606,634
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,455,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,765,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,306,278
Value of interest in pooled separate accounts at end of year	2020-12-31	$320,259
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$426,411
Interest on participant loans	2020-12-31	$5,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,238,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,576,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,064,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$648,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,470,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,670,066
Total of all expenses incurred	2019-12-31	$3,085,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,060,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,359,595
Value of total assets at end of year	2019-12-31	$26,455,615
Value of total assets at beginning of year	2019-12-31	$22,871,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,758
Total interest from all sources	2019-12-31	$5,770
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$636,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$636,644
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,319,564
Participant contributions at end of year	2019-12-31	$121,799
Participant contributions at beginning of year	2019-12-31	$61,975
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$23,774
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$36
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$326,935
Administrative expenses (other) incurred	2019-12-31	$24,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,584,615
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,455,615
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,871,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,306,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,595,134
Value of interest in pooled separate accounts at end of year	2019-12-31	$426,411
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$338,100
Interest on participant loans	2019-12-31	$5,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$66,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$66,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,576,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,809,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,668,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$713,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,060,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,191,044
Total of all expenses incurred	2018-12-31	$2,529,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,520,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,388,452
Value of total assets at end of year	2018-12-31	$22,871,000
Value of total assets at beginning of year	2018-12-31	$24,209,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,556
Total interest from all sources	2018-12-31	$6,507
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$685,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$685,366
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,242,489
Participant contributions at end of year	2018-12-31	$61,975
Participant contributions at beginning of year	2018-12-31	$88,442
Participant contributions at beginning of year	2018-12-31	$40,085
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$36
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$478,614
Administrative expenses (other) incurred	2018-12-31	$8,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,338,184
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,871,000
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,209,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,595,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,185,384
Value of interest in pooled separate accounts at end of year	2018-12-31	$338,100
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$572,779
Interest on participant loans	2018-12-31	$6,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$66,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,809,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,302,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,889,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$667,349
Employer contributions (assets) at beginning of year	2018-12-31	$20,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,520,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,897,148
Total of all expenses incurred	2017-12-31	$1,770,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,768,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,691,391
Value of total assets at end of year	2017-12-31	$24,209,184
Value of total assets at beginning of year	2017-12-31	$22,082,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,850
Total interest from all sources	2017-12-31	$3,591
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$568,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$568,294
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,086,661
Participant contributions at end of year	2017-12-31	$88,442
Participant contributions at beginning of year	2017-12-31	$100,311
Participant contributions at end of year	2017-12-31	$40,085
Participant contributions at beginning of year	2017-12-31	$38,895
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$87,133
Administrative expenses (other) incurred	2017-12-31	$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,126,427
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,209,184
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,082,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,185,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,969,433
Value of interest in pooled separate accounts at end of year	2017-12-31	$572,779
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$489,787
Interest on participant loans	2017-12-31	$3,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,302,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,464,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,499,921
Net investment gain/loss from pooled separate accounts	2017-12-31	$133,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$517,597
Employer contributions (assets) at end of year	2017-12-31	$20,192
Employer contributions (assets) at beginning of year	2017-12-31	$19,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,768,871
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,787,703
Total of all expenses incurred	2016-12-31	$1,081,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,079,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,494,288
Value of total assets at end of year	2016-12-31	$22,082,757
Value of total assets at beginning of year	2016-12-31	$20,376,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,831
Total interest from all sources	2016-12-31	$5,189
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$485,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$485,111
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$990,955
Participant contributions at end of year	2016-12-31	$100,311
Participant contributions at beginning of year	2016-12-31	$145,634
Participant contributions at end of year	2016-12-31	$38,895
Participant contributions at beginning of year	2016-12-31	$33,698
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,909
Administrative expenses (other) incurred	2016-12-31	$1,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,706,116
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,082,757
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,376,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,969,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,654,051
Value of interest in pooled separate accounts at end of year	2016-12-31	$489,787
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$458,592
Interest on participant loans	2016-12-31	$5,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,464,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,067,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$718,338
Net investment gain/loss from pooled separate accounts	2016-12-31	$84,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$470,424
Employer contributions (assets) at end of year	2016-12-31	$19,399
Employer contributions (assets) at beginning of year	2016-12-31	$16,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,079,756
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,190,530
Total of all expenses incurred	2015-12-31	$2,482,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,480,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,409,653
Value of total assets at end of year	2015-12-31	$20,376,641
Value of total assets at beginning of year	2015-12-31	$21,669,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,481
Total interest from all sources	2015-12-31	$6,774
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$530,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$530,144
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$954,421
Participant contributions at end of year	2015-12-31	$145,634
Participant contributions at beginning of year	2015-12-31	$288,074
Participant contributions at end of year	2015-12-31	$33,698
Administrative expenses (other) incurred	2015-12-31	$2,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,292,373
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,376,641
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,669,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,654,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,502,719
Value of interest in pooled separate accounts at end of year	2015-12-31	$458,592
Interest on participant loans	2015-12-31	$6,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,067,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,878,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-798,270
Net investment gain/loss from pooled separate accounts	2015-12-31	$42,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$455,232
Employer contributions (assets) at end of year	2015-12-31	$16,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,480,422
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,830,924
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,595,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,594,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,060,205
Value of total assets at end of year	2014-12-31	$21,669,014
Value of total assets at beginning of year	2014-12-31	$21,433,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,469
Total interest from all sources	2014-12-31	$113,809
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$741,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$741,112
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$681,227
Participant contributions at end of year	2014-12-31	$288,074
Participant contributions at beginning of year	2014-12-31	$225,947
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$59,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$235,447
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,669,014
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,433,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,502,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,794,530
Interest on participant loans	2014-12-31	$4,256
Interest earned on other investments	2014-12-31	$109,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,878,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,413,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-84,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$319,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,594,008
Contract administrator fees	2014-12-31	$1,469
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$2,805,331
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$798,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$776,281
Expenses. Certain deemed distributions of participant loans	2014-03-31	$20,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$1,351,413
Value of total assets at end of year	2014-03-31	$21,433,567
Value of total assets at beginning of year	2014-03-31	$19,426,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$1,719
Total interest from all sources	2014-03-31	$140,657
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$452,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$452,142
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$850,726
Participant contributions at end of year	2014-03-31	$225,947
Participant contributions at beginning of year	2014-03-31	$230,438
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$137,405
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-03-31	$0
Total non interest bearing cash at end of year	2014-03-31	$0
Total non interest bearing cash at beginning of year	2014-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$2,006,979
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$21,433,567
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$19,426,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$14,794,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$13,397,835
Interest on participant loans	2014-03-31	$4,989
Interest earned on other investments	2014-03-31	$135,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$6,413,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$5,798,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$861,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$363,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$776,281
Contract administrator fees	2014-03-31	$1,719
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	WIPFLI LLP
Accountancy firm EIN	2014-03-31	390758449
2013 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$62,303
Total income from all sources (including contributions)	2013-03-31	$2,823,545
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$1,394,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$1,392,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$1,228,287
Value of total assets at end of year	2013-03-31	$19,426,588
Value of total assets at beginning of year	2013-03-31	$18,060,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$2,660
Total interest from all sources	2013-03-31	$213,701
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$388,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$388,662
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$846,810
Participant contributions at end of year	2013-03-31	$230,438
Participant contributions at beginning of year	2013-03-31	$250,656
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$142,190
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$17,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-03-31	$62,303
Total non interest bearing cash at end of year	2013-03-31	$0
Total non interest bearing cash at beginning of year	2013-03-31	$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$1,428,759
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$19,426,588
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$17,997,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$2,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$13,397,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$12,087,694
Interest on participant loans	2013-03-31	$4,915
Interest earned on other investments	2013-03-31	$208,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$47,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$47,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$5,798,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$5,657,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$992,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$239,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$1,392,126
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	WIPFLI LLP
Accountancy firm EIN	2013-03-31	390758449
2012 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$62,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$14,581
Total income from all sources (including contributions)	2012-03-31	$1,811,579
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$985,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$982,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$1,371,220
Value of total assets at end of year	2012-03-31	$18,060,132
Value of total assets at beginning of year	2012-03-31	$17,186,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$3,051
Total interest from all sources	2012-03-31	$179,022
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$261,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$261,212
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$945,466
Participant contributions at end of year	2012-03-31	$250,656
Participant contributions at beginning of year	2012-03-31	$267,322
Participant contributions at beginning of year	2012-03-31	$36,839
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$170,147
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$17,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$39,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-03-31	$62,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-03-31	$14,581
Total non interest bearing cash at end of year	2012-03-31	$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$826,012
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$17,997,829
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$17,171,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$12,087,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$11,736,248
Interest on participant loans	2012-03-31	$5,744
Interest earned on other investments	2012-03-31	$173,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$47,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$6,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$6,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$5,657,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$5,090,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$255,607
Employer contributions (assets) at beginning of year	2012-03-31	$9,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$982,516
Contract administrator fees	2012-03-31	$3,051
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	WIPFLI LLP
Accountancy firm EIN	2012-03-31	390758449
2011 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$14,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$12,635
Total income from all sources (including contributions)	2011-03-31	$3,173,140
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$893,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$890,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$1,525,385
Value of total assets at end of year	2011-03-31	$17,186,398
Value of total assets at beginning of year	2011-03-31	$14,904,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$3,202
Total interest from all sources	2011-03-31	$160,990
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$254,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-03-31	$254,602
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$970,274
Participant contributions at end of year	2011-03-31	$267,322
Participant contributions at beginning of year	2011-03-31	$276,809
Participant contributions at end of year	2011-03-31	$36,839
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$270,205
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$39,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$20,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-03-31	$14,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-03-31	$12,635
Administrative expenses (other) incurred	2011-03-31	$1,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$2,279,719
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$17,171,817
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$14,892,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$11,736,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$10,074,447
Interest on participant loans	2011-03-31	$5,928
Interest earned on other investments	2011-03-31	$155,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$6,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$1,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$1,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$5,090,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$4,531,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$1,232,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$284,906
Employer contributions (assets) at end of year	2011-03-31	$9,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$890,219
Contract administrator fees	2011-03-31	$1,950
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	WIPFLI LLP
Accountancy firm EIN	2011-03-31	390758449
2010 : AMERY HOSPITAL & CLINIC 403(B)PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for AMERY HOSPITAL & CLINIC 403(B)PLAN

2022: AMERY HOSPITAL & CLINIC 403(B)PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERY HOSPITAL & CLINIC 403(B)PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERY HOSPITAL & CLINIC 403(B)PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERY HOSPITAL & CLINIC 403(B)PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERY HOSPITAL & CLINIC 403(B)PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERY HOSPITAL & CLINIC 403(B)PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERY HOSPITAL & CLINIC 403(B)PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERY HOSPITAL & CLINIC 403(B)PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERY HOSPITAL & CLINIC 403(B)PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: AMERY HOSPITAL & CLINIC 403(B)PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: AMERY HOSPITAL & CLINIC 403(B)PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: AMERY HOSPITAL & CLINIC 403(B)PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: AMERY HOSPITAL & CLINIC 403(B)PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: AMERY HOSPITAL & CLINIC 403(B)PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	28
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	30
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,382
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,382
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	31
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	31
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,806
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,806
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	38
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	33
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,248
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,248
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	40
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,904
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,904
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	40
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,550
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,550
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	50
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,393
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,393
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	319
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,663
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,663
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	54
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,396
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,396
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893680-007

Policy instance

Insurance contract or identification number	893680-007
Number of Individuals Covered	341
Insurance policy start date	2014-04-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,451
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,451
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	60
Insurance policy start date	2014-04-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,199
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,199
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	63
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $2,744
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,744
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP55479

Policy instance

Insurance contract or identification number	GP55479
Number of Individuals Covered	346
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $7,867
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $7,867
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP55479

Policy instance

Insurance contract or identification number	GP55479
Number of Individuals Covered	349
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $6,851
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,851
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	68
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $2,950
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,950
Insurance broker organization code?	4
Insurance broker name	VSR FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	80
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $3,114
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

GP55479

Policy instance

Insurance contract or identification number	GP55479
Number of Individuals Covered	363
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $6,767
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

CR14734

Policy instance

Insurance contract or identification number	CR14734
Number of Individuals Covered	89
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $3,277
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

GP55479

Policy instance

Insurance contract or identification number	GP55479
Number of Individuals Covered	360
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $5,370
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AMERY REGIONAL MEDICAL CENTER
Employer identification number (EIN):	390908320
NAIC Classification:	622000
NAIC Description:	Hospitals