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RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 401k Plan overview

Plan NameRAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN
Plan identification number 001

RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN Benefits

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

401k Sponsoring company profile

RAMSEY INTEGRATED HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:RAMSEY INTEGRATED HEALTH SERVICES
Employer identification number (EIN):411503090
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEIDI CONRAD2018-10-11 HEIDI CONRAD2018-10-11
0012016-01-01HEIDI CONRAD2017-10-16 HEIDI CONRAD2017-10-16
0012016-01-01 HEIDI CONRAD2017-10-16
0012015-01-01HEIDI CONRAD2017-11-10 HEIDI CONRAD2017-11-10
0012015-01-01 HEIDI CONRAD2016-10-14
0012014-01-01HEIDI CONRAD2017-10-16 HEIDI CONRAD2017-10-16
0012014-01-01JEANETTE HAGEN2015-10-15 JEANETTE HAGEN2015-10-15
0012013-01-01JEANETTE HAGEN2014-10-13 JEANETTE HAGEN2014-10-13
0012012-01-01JEANETTE HAGEN2013-10-07 JEANETTE HAGEN2013-10-07
0012011-01-01JEANETTE HAGEN2012-10-15 JEANETTE HAGEN2012-10-15
0012010-01-01JEANETTE HAGEN2011-09-30 JEANETTE HAGEN2011-09-30
0012009-01-01JEANETTE HAGEN2010-10-14 JEANETTE HAGEN2010-10-14
0012009-01-01JEANETTE HAGEN2010-10-14 JEANETTE HAGEN2010-10-14
0012009-01-01JEANETTE HAGEN2010-11-21 JEANETTE HAGEN2010-11-21

Plan Statistics for RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN

401k plan membership statisitcs for RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN

Measure Date Value
2020: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01101
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01162
Total participants2019-01-01162
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01136
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01144
Total participants2017-01-01144
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01183
Total participants2016-01-01183
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0186
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-0180
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01258
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01106
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01153
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2009: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01102
Total participants2009-01-01102

Financial Data on RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN

Measure Date Value
2020 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-07-30$-93,538
Total of all expenses incurred2020-07-30$3,744,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-30$3,741,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-30$62,952
Value of total assets at end of year2020-07-30$0
Value of total assets at beginning of year2020-07-30$3,838,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-30$3,748
Total interest from all sources2020-07-30$4,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-30$3,748
Was this plan covered by a fidelity bond2020-07-30Yes
Value of fidelity bond cover2020-07-30$15,000,000
If this is an individual account plan, was there a blackout period2020-07-30No
Were there any nonexempt tranactions with any party-in-interest2020-07-30No
Contributions received from participants2020-07-30$61,043
Participant contributions at beginning of year2020-07-30$28,396
Administrative expenses (other) incurred2020-07-30$3,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-30No
Value of net income/loss2020-07-30$-3,838,305
Value of net assets at end of year (total assets less liabilities)2020-07-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-30$3,838,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-30No
Were any leases to which the plan was party in default or uncollectible2020-07-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-30$1,918,832
Value of interest in pooled separate accounts at end of year2020-07-30$0
Value of interest in pooled separate accounts at beginning of year2020-07-30$1,538,168
Interest on participant loans2020-07-30$734
Interest earned on other investments2020-07-30$3,383
Value of interest in master investment trust accounts at end of year2020-07-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-30$10,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-30$10,209
Assets. Value of investments in 103.12 investment entities at end of year2020-07-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-30$218,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-30$-160,607
Net investment gain/loss from pooled separate accounts2020-07-30$0
Net investment gain or loss from common/collective trusts2020-07-30$0
Net gain/loss from 103.12 investment entities2020-07-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-30No
Was there a failure to transmit to the plan any participant contributions2020-07-30No
Has the plan failed to provide any benefit when due under the plan2020-07-30No
Contributions received in cash from employer2020-07-30$1,909
Employer contributions (assets) at beginning of year2020-07-30$124,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-30$3,741,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-07-30No
Did the plan have assets held for investment2020-07-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-30No
Opinion of an independent qualified public accountant for this plan2020-07-30Disclaimer
Accountancy firm name2020-07-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-07-30410746749
2019 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,185,844
Total of all expenses incurred2019-12-31$794,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$789,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$519,177
Value of total assets at end of year2019-12-31$3,838,305
Value of total assets at beginning of year2019-12-31$3,446,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,727
Total interest from all sources2019-12-31$56,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$321,757
Participant contributions at end of year2019-12-31$28,396
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,809
Administrative expenses (other) incurred2019-12-31$4,727
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$391,380
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,838,305
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,446,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,918,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,130,845
Value of interest in pooled separate accounts at end of year2019-12-31$1,538,168
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,953,427
Interest on participant loans2019-12-31$1,369
Interest earned on other investments2019-12-31$55,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$218,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$266,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$610,282
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$124,611
Employer contributions (assets) at end of year2019-12-31$124,087
Employer contributions (assets) at beginning of year2019-12-31$86,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$789,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,608
Total income from all sources (including contributions)2018-12-31$357,025
Total of all expenses incurred2018-12-31$1,365,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,361,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$614,755
Value of total assets at end of year2018-12-31$3,446,925
Value of total assets at beginning of year2018-12-31$4,483,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,681
Total interest from all sources2018-12-31$45,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$264,151
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$260,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27,608
Administrative expenses (other) incurred2018-12-31$4,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,008,914
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,446,925
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,455,839
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$1,130,845
Value of interest in pooled separate accounts at end of year2018-12-31$1,953,427
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,773,170
Interest earned on other investments2018-12-31$45,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$266,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$653,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-303,356
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$89,682
Employer contributions (assets) at end of year2018-12-31$86,854
Employer contributions (assets) at beginning of year2018-12-31$56,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,361,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,608
Total income from all sources (including contributions)2017-12-31$735,310
Total of all expenses incurred2017-12-31$182,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$180,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$207,011
Value of total assets at end of year2017-12-31$4,483,447
Value of total assets at beginning of year2017-12-31$3,903,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,778
Total interest from all sources2017-12-31$23,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$144,318
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$12,160
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$27,608
Administrative expenses (other) incurred2017-12-31$2,778
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$552,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,455,839
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,903,311
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 pooled separate accounts at end of year2017-12-31$3,773,170
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,040,133
Interest earned on other investments2017-12-31$23,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$653,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$760,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$505,231
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$57,254
Employer contributions (assets) at end of year2017-12-31$56,464
Employer contributions (assets) at beginning of year2017-12-31$90,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$180,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$522,741
Total of all expenses incurred2016-12-31$916,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$913,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$276,647
Value of total assets at end of year2016-12-31$3,903,479
Value of total assets at beginning of year2016-12-31$4,297,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,820
Total interest from all sources2016-12-31$27,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$186,366
Participant contributions at end of year2016-12-31$12,328
Administrative expenses (other) incurred2016-12-31$2,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-393,685
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,903,479
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,297,164
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 pooled separate accounts at end of year2016-12-31$3,040,133
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,378,370
Interest earned on other investments2016-12-31$27,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$760,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$805,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$218,515
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$90,281
Employer contributions (assets) at end of year2016-12-31$90,281
Employer contributions (assets) at beginning of year2016-12-31$113,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$913,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$254,869
Total of all expenses incurred2015-12-31$83,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$80,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,623
Value of total assets at end of year2015-12-31$4,184,151
Value of total assets at beginning of year2015-12-31$4,012,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,790
Total interest from all sources2015-12-31$27,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$226,892
Participant contributions at end of year2015-12-31$79,982
Participant contributions at beginning of year2015-12-31$96,251
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,790
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$171,859
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,184,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,012,292
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$725,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$709,479
Value of interest in pooled separate accounts at end of year2015-12-31$460,708
Value of interest in pooled separate accounts at beginning of year2015-12-31$452,828
Interest on participant loans2015-12-31$2,899
Interest earned on other investments2015-12-31$24,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,917,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,753,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,456
Net investment gain/loss from pooled separate accounts2015-12-31$-98,456
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$98,731
Employer contributions (assets) at end of year2015-12-31$113,013
Employer contributions (assets) at beginning of year2015-12-31$98,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$80,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$596,014
Total of all expenses incurred2014-12-31$204,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$201,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$405,255
Value of total assets at end of year2014-12-31$4,111,023
Value of total assets at beginning of year2014-12-31$3,719,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,657
Total interest from all sources2014-12-31$27,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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$303,011
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,513
Administrative expenses (other) incurred2014-12-31$2,657
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$391,582
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,111,023
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,719,441
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 pooled separate accounts at end of year2014-12-31$3,206,562
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,940,735
Interest earned on other investments2014-12-31$27,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$805,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$778,706
Net investment gain/loss from pooled separate accounts2014-12-31$163,292
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,731
Employer contributions (assets) at end of year2014-12-31$98,731
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$201,775
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749

Form 5500 Responses for RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN

2020: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2009: RAMSEY INTEGRATED HEALTH SERVICES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903464
Policy instance 2
Insurance contract or identification number903464
Insurance policy start date2020-01-01
Insurance policy end date2020-07-30
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR19536
Policy instance 1
Insurance contract or identification numberCR19536
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-21
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 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903464
Policy instance 2
Insurance contract or identification number903464
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
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
Amount paid for insurance broker fees4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR19536
Policy instance 1
Insurance contract or identification numberCR19536
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR19536
Policy instance 1
Insurance contract or identification numberCR19536
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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 $0
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903464
Policy instance 2
Insurance contract or identification number903464
Number of Individuals Covered83
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903464
Policy instance 2
Insurance contract or identification number903464
Number of Individuals Covered105
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,202
Amount paid for insurance broker fees0
Insurance broker nameBRIGHTHOUSE SECURITIES LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR19536
Policy instance 1
Insurance contract or identification numberCR19536
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $318
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameMML INSURANCE AGENCY LLC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number903464
Policy instance 2
Insurance contract or identification number903464
Number of Individuals Covered109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,208
Insurance broker nameMETLIFE SECURITIES, INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR19536
Policy instance 1
Insurance contract or identification numberCR19536
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,321
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC

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