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SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 401k Plan overview

Plan NameSOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN
Plan identification number 001

SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SOUTHWEST HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST HEALTH CENTER, INC.
Employer identification number (EIN):391370626
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL ROHRBACH2023-10-13 DANIEL ROHRBACH2023-10-13
0012021-01-01DANIEL ROHRBACH2022-10-17 DANIEL ROHRBACH2022-10-17
0012020-01-01DANIEL ROHRBACH2021-10-14 DANIEL ROHRBACH2021-10-14
0012019-01-01DANIEL ROHRBACH2020-10-13 DANIEL ROHRBACH2020-10-13
0012018-01-01DANIEL ROHRBACH2019-10-15 DANIEL ROHRBACH2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DANIEL ROHRBACH DANIEL ROHRBACH2015-10-15
0012013-01-01DANIEL ROHRBACH DANIEL ROHRBACH2014-10-13
0012012-01-01MATTHEW STREETER
0012011-01-01DAN ROHRBACH
0012010-01-01MIKE GUTSCH

Plan Statistics for SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN

401k plan membership statisitcs for SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN

Measure Date Value
2022: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01510
Total number of active participants reported on line 7a of the Form 55002022-01-01348
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01475
Number of participants with account balances2022-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01537
Total number of active participants reported on line 7a of the Form 55002021-01-01366
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01164
Total of all active and inactive participants2021-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01530
Number of participants with account balances2021-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01670
Total number of active participants reported on line 7a of the Form 55002020-01-01413
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01537
Number of participants with account balances2020-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01621
Total number of active participants reported on line 7a of the Form 55002019-01-01540
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01628
Number of participants with account balances2019-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01601
Total number of active participants reported on line 7a of the Form 55002018-01-01509
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01595
Number of participants with account balances2018-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01539
Total number of active participants reported on line 7a of the Form 55002017-01-01489
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01573
Number of participants with account balances2017-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01482
Total number of active participants reported on line 7a of the Form 55002016-01-01439
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01512
Number of participants with account balances2016-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01438
Total number of active participants reported on line 7a of the Form 55002015-01-01378
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01437
Number of participants with account balances2015-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01383
Total number of active participants reported on line 7a of the Form 55002014-01-01389
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01436
Number of participants with account balances2014-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01378
Total number of active participants reported on line 7a of the Form 55002013-01-01300
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01353
Number of participants with account balances2013-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01395
Total number of active participants reported on line 7a of the Form 55002012-01-01278
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01322
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01401
Total number of active participants reported on line 7a of the Form 55002011-01-01319
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01392
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01400
Total number of active participants reported on line 7a of the Form 55002010-01-01313
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01375
Number of participants with account balances2010-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110

Financial Data on SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN

Measure Date Value
2022 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$374,532
Total income from all sources (including contributions)2022-12-31$-1,754,663
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,091,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,044,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,437
Value of total assets at end of year2022-12-31$11,038,069
Value of total assets at beginning of year2022-12-31$14,258,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,406
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$305,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$305,904
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$374,532
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,846,090
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,038,069
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,884,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$47,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,006,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,231,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,097,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,044,021
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$374,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$398,042
Total income from all sources (including contributions)2021-12-31$1,925,399
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,993,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,942,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$14,258,691
Value of total assets at beginning of year2021-12-31$14,350,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,928
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$530,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$530,566
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$374,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$398,042
Other income not declared elsewhere2021-12-31$23,407
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-68,522
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,884,159
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,952,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,231,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,350,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,371,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,942,993
Contract administrator fees2021-12-31$49,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$398,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,894,321
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,033,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,980,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$-1,918
Value of total assets at end of year2020-12-31$14,350,723
Value of total assets at beginning of year2020-12-31$14,091,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,774
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$217,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$217,742
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$398,042
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-138,857
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,952,681
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,091,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,350,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,076,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,678,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$-5,099
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$14,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,980,404
Contract administrator fees2020-12-31$52,774
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,935,182
Total income from all sources (including contributions)2019-12-31$3,935,182
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$754,380
Total of all expenses incurred2019-12-31$754,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$730,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$730,307
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,572,224
Value of total assets at end of year2019-12-31$14,091,538
Value of total assets at beginning of year2019-12-31$10,910,736
Value of total assets at beginning of year2019-12-31$10,910,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,073
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$212,738
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$212,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$212,738
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$212,738
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$374,214
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$374,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$49,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$49,451
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,180,802
Value of net income/loss2019-12-31$3,180,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,091,538
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,091,538
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,910,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,910,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,076,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,076,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,229,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,229,782
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,620,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,620,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,150,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,150,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,198,010
Contributions received in cash from employer2019-12-31$1,198,010
Employer contributions (assets) at end of year2019-12-31$14,630
Employer contributions (assets) at end of year2019-12-31$14,630
Employer contributions (assets) at beginning of year2019-12-31$11,069
Employer contributions (assets) at beginning of year2019-12-31$11,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$730,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$730,307
Contract administrator fees2019-12-31$24,073
Contract administrator fees2019-12-31$24,073
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$493,161
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$780,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$758,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,157,550
Value of total assets at end of year2018-12-31$10,910,736
Value of total assets at beginning of year2018-12-31$11,198,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,629
Total interest from all sources2018-12-31$16,826
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$220,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$220,980
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$49,451
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-287,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,910,736
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,198,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,229,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,712,680
Interest earned on other investments2018-12-31$16,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,620,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,465,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-902,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,126,700
Employer contributions (assets) at end of year2018-12-31$11,069
Employer contributions (assets) at beginning of year2018-12-31$20,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$758,304
Contract administrator fees2018-12-31$22,629
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,910,711
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$717,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$697,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,364,695
Value of total assets at end of year2017-12-31$11,198,508
Value of total assets at beginning of year2017-12-31$9,004,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,946
Total interest from all sources2017-12-31$14,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$370,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$370,915
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$358,442
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,193,613
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,198,508
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,004,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,712,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,717,722
Interest earned on other investments2017-12-31$14,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,465,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,269,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,160,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,006,253
Employer contributions (assets) at end of year2017-12-31$20,384
Employer contributions (assets) at beginning of year2017-12-31$17,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$697,152
Contract administrator fees2017-12-31$19,946
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,247,894
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$626,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$611,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,692,143
Value of total assets at end of year2016-12-31$9,004,895
Value of total assets at beginning of year2016-12-31$7,383,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,672
Total interest from all sources2016-12-31$13,545
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$229,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$229,912
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$824,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,911
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,620,950
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,004,895
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,383,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,717,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,139,880
Interest earned on other investments2016-12-31$13,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,269,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,202,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$312,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$867,281
Employer contributions (assets) at end of year2016-12-31$17,568
Employer contributions (assets) at beginning of year2016-12-31$24,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$611,272
Contract administrator fees2016-12-31$15,672
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$702,064
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$847,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$846,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$844,859
Value of total assets at end of year2015-12-31$7,383,945
Value of total assets at beginning of year2015-12-31$7,529,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,280
Total interest from all sources2015-12-31$15,706
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$305,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$305,351
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$30,339
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-145,318
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,383,945
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,529,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,139,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,246,988
Interest earned on other investments2015-12-31$15,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,202,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,251,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-463,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$787,182
Employer contributions (assets) at end of year2015-12-31$24,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$846,102
Contract administrator fees2015-12-31$1,280
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$975,488
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$587,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$587,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$697,536
Value of total assets at end of year2014-12-31$7,529,263
Value of total assets at beginning of year2014-12-31$7,140,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$16,361
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$291,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$291,419
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$30,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,762
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$388,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,529,263
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,140,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,246,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,933,786
Interest earned on other investments2014-12-31$16,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,251,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,189,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-29,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$625,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$587,055
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,430,903
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$802,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$798,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$507,002
Value of total assets at end of year2013-12-31$7,140,830
Value of total assets at beginning of year2013-12-31$6,512,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,503
Total interest from all sources2013-12-31$14,331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$71,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$71,251
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,334
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$628,767
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,140,830
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,512,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,009,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,637,056
Interest earned on other investments2013-12-31$14,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,131,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$831,812
Asset value of US Government securities at beginning of year2013-12-31$43,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$838,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$475,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$798,633
Contract administrator fees2013-12-31$3,503
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,062,888
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,011,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$992,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$348,325
Value of total assets at end of year2012-12-31$6,512,063
Value of total assets at beginning of year2012-12-31$6,460,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,787
Total interest from all sources2012-12-31$8,669
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$146,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$146,531
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$51,120
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,512,063
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,460,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,637,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,908,740
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,143
Interest earned on other investments2012-12-31$8,669
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$952,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,597,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,597,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$831,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$388
Asset value of US Government securities at end of year2012-12-31$43,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$488,923
Net investment gain or loss from common/collective trusts2012-12-31$70,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$348,325
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$992,981
Contract administrator fees2012-12-31$18,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$165,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$160,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$410,354
Value of total assets at end of year2011-12-31$6,460,943
Value of total assets at beginning of year2011-12-31$6,455,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,376
Total interest from all sources2011-12-31$310
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,460,943
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,455,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,908,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,415,140
Value of interest in pooled separate accounts at end of year2011-12-31$1,143
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,213
Interest earned on other investments2011-12-31$310
Value of interest in common/collective trusts at end of year2011-12-31$952,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,597,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-239,350
Net investment gain/loss from pooled separate accounts2011-12-31$-69
Net investment gain or loss from common/collective trusts2011-12-31$-5,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$410,354
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$14,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,755
Contract administrator fees2011-12-31$4,376
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$945,828
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$435,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$431,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$374,816
Value of total assets at end of year2010-12-31$6,455,574
Value of total assets at beginning of year2010-12-31$5,945,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,916
Total interest from all sources2010-12-31$-49
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$85,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$85,217
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,671
Assets. Loans (other than to participants) at end of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$510,270
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,455,574
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,945,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,415,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,911,453
Value of interest in pooled separate accounts at end of year2010-12-31$1,213
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$485,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$374,816
Employer contributions (assets) at end of year2010-12-31$14,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$431,642
Contract administrator fees2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN

2022: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST HEALTH CENTER, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814932
Policy instance 1
Insurance contract or identification number814932
Number of Individuals Covered378
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814932
Policy instance 1
Insurance contract or identification number814932
Number of Individuals Covered431
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered607
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $846
Total amount of fees paid to insurance companyUSD $455
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 BrokerUSD $846
Insurance broker organization code?3
Amount paid for insurance broker fees455
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered571
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,016
Total amount of fees paid to insurance companyUSD $1,734
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 BrokerUSD $3,016
Insurance broker organization code?3
Amount paid for insurance broker fees1734
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered526
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,582
Total amount of fees paid to insurance companyUSD $1,487
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 BrokerUSD $2,582
Insurance broker organization code?3
Amount paid for insurance broker fees1487
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES.
Insurance broker nameTHE PENSION SPECIALISTS LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered427
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,102
Total amount of fees paid to insurance companyUSD $1,407
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 BrokerUSD $3,102
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE PENSION SPECIALISTS LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered416
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,026
Total amount of fees paid to insurance companyUSD $1,370
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,026
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE PENSION SPECIALISTS LTD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,196
Total amount of fees paid to insurance companyUSD $9,700
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 BrokerUSD $7,196
Amount paid for insurance broker fees2061
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE PENSION SPECIALISTS LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8161
Policy instance 1
Insurance contract or identification numberVE8161
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered353
Insurance policy start date2012-04-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,193
Total amount of fees paid to insurance companyUSD $7,091
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 BrokerUSD $35,193
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerREFERRAL AND SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE PENSION SPECIALISTS LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8164
Policy instance 2
Insurance contract or identification numberVE8164
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8161
Policy instance 1
Insurance contract or identification numberVE8161
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8164
Policy instance 2
Insurance contract or identification numberVE8164
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8161
Policy instance 1
Insurance contract or identification numberVE8161
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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