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Plan Name | JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | JENNIE EDMUNDSON MEMORIAL HOSPITAL |
Employer identification number (EIN): | 420680355 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about JENNIE EDMUNDSON MEMORIAL HOSPITAL
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1894-02-27 |
Company Identification Number: | 064873 |
Legal Registered Office Address: |
933 E PIERCE STREET COUNCIL BLUFFS United States of America (USA) 51503 |
More information about JENNIE EDMUNDSON MEMORIAL HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | HOLLY A. HUERTER | |||
001 | 2016-01-01 | HOLLY A. HUERTER | |||
001 | 2015-01-01 | HOLLY A. HUERTER | |||
001 | 2014-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2015-09-24 | |
001 | 2013-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2014-10-08 | |
001 | 2012-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2013-10-04 | |
001 | 2011-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2012-10-09 | |
001 | 2010-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2011-10-12 | |
001 | 2009-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2010-10-13 | |
001 | 2009-01-01 | HOLLY A. HUERTER | HOLLY A. HUERTER | 2010-10-08 |
Measure | Date | Value |
---|---|---|
2022: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 80,069,888 |
Acturial value of plan assets | 2022-12-31 | 80,069,888 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 29,882,045 |
Number of terminated vested participants | 2022-12-31 | 373 |
Fundng target for terminated vested participants | 2022-12-31 | 10,128,818 |
Active participant vested funding target | 2022-12-31 | 21,557,630 |
Number of active participants | 2022-12-31 | 575 |
Total funding liabilities for active participants | 2022-12-31 | 22,299,252 |
Total participant count | 2022-12-31 | 1,402 |
Total funding target for all participants | 2022-12-31 | 62,310,115 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 14,795,316 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 14,795,316 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 15,832,468 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 360,724 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,397 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 489 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 414 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 393 |
Total of all active and inactive participants | 2022-01-01 | 1,296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 30 |
Total participants | 2022-01-01 | 1,326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 50 |
2021: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 81,658,692 |
Acturial value of plan assets | 2021-12-31 | 81,658,692 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 29,277,296 |
Number of terminated vested participants | 2021-12-31 | 376 |
Fundng target for terminated vested participants | 2021-12-31 | 9,649,116 |
Active participant vested funding target | 2021-12-31 | 23,394,802 |
Number of active participants | 2021-12-31 | 682 |
Total funding liabilities for active participants | 2021-12-31 | 24,481,963 |
Total participant count | 2021-12-31 | 1,513 |
Total funding target for all participants | 2021-12-31 | 63,408,375 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 778,775 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 15,584,541 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 778,775 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 2,702,246 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 12,882,295 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 14,795,316 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 247,944 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,508 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 589 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 422 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 357 |
Total of all active and inactive participants | 2021-01-01 | 1,368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 29 |
Total participants | 2021-01-01 | 1,397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 71 |
2020: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 76,047,719 |
Acturial value of plan assets | 2020-12-31 | 76,047,719 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 30,073,531 |
Number of terminated vested participants | 2020-12-31 | 356 |
Fundng target for terminated vested participants | 2020-12-31 | 9,165,863 |
Active participant vested funding target | 2020-12-31 | 24,168,897 |
Number of active participants | 2020-12-31 | 629 |
Total funding liabilities for active participants | 2020-12-31 | 25,236,984 |
Total participant count | 2020-12-31 | 1,452 |
Total funding target for all participants | 2020-12-31 | 64,476,378 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 652,295 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 10,752,418 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 652,295 |
Amount remaining of prefunding balance | 2020-12-31 | 10,752,418 |
Present value of excess contributions | 2020-12-31 | 2,601,789 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 2,747,229 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 2,747,229 |
Balance of carryovers at beginning of current year | 2020-12-31 | 778,775 |
Balance of prefunding at beginning of current year | 2020-12-31 | 15,584,541 |
Total employer contributions | 2020-12-31 | 520,994 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 517,224 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,583,361 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 4,791,975 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,998,245 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 778,775 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 2,702,246 |
Additional cash requirement | 2020-12-31 | 517,224 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 517,224 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,447 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 713 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 426 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 343 |
Total of all active and inactive participants | 2020-01-01 | 1,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 26 |
Total participants | 2020-01-01 | 1,508 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 48 |
2019: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 61,567,320 |
Acturial value of plan assets | 2019-12-31 | 61,567,320 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 27,699,968 |
Number of terminated vested participants | 2019-12-31 | 350 |
Fundng target for terminated vested participants | 2019-12-31 | 8,481,332 |
Active participant vested funding target | 2019-12-31 | 24,550,164 |
Number of active participants | 2019-12-31 | 633 |
Total funding liabilities for active participants | 2019-12-31 | 25,622,359 |
Total participant count | 2019-12-31 | 1,441 |
Total funding target for all participants | 2019-12-31 | 61,803,659 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,475,960 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 11,372,203 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 786,066 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 689,894 |
Amount remaining of prefunding balance | 2019-12-31 | 11,372,203 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 652,295 |
Balance of prefunding at beginning of current year | 2019-12-31 | 10,752,418 |
Total employer contributions | 2019-12-31 | 7,351,203 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 6,923,743 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,083,976 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 11,641,052 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 4,321,954 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 4,321,954 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 6,923,743 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,437 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 654 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 438 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 329 |
Total of all active and inactive participants | 2019-01-01 | 1,421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 26 |
Total participants | 2019-01-01 | 1,447 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 49 |
2018: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 67,422,673 |
Acturial value of plan assets | 2018-12-31 | 67,422,673 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 26,959,753 |
Number of terminated vested participants | 2018-12-31 | 334 |
Fundng target for terminated vested participants | 2018-12-31 | 7,071,714 |
Active participant vested funding target | 2018-12-31 | 22,311,799 |
Number of active participants | 2018-12-31 | 614 |
Total funding liabilities for active participants | 2018-12-31 | 23,224,145 |
Total participant count | 2018-12-31 | 1,413 |
Total funding target for all participants | 2018-12-31 | 57,255,612 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,209,225 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 9,719,832 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 947,721 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 1,261,504 |
Amount remaining of prefunding balance | 2018-12-31 | 9,719,832 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 1,475,960 |
Balance of prefunding at beginning of current year | 2018-12-31 | 11,372,203 |
Total employer contributions | 2018-12-31 | 2,093,881 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 2,035,375 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,140,676 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 2,681,102 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,821,441 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 786,066 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 2,035,375 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 2,035,375 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,408 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 667 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 432 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 316 |
Total of all active and inactive participants | 2018-01-01 | 1,415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 22 |
Total participants | 2018-01-01 | 1,437 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 46 |
2017: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 64,339,571 |
Acturial value of plan assets | 2017-12-31 | 64,339,571 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 24,649,474 |
Number of terminated vested participants | 2017-12-31 | 496 |
Fundng target for terminated vested participants | 2017-12-31 | 11,635,719 |
Active participant vested funding target | 2017-12-31 | 20,797,795 |
Number of active participants | 2017-12-31 | 598 |
Total funding liabilities for active participants | 2017-12-31 | 21,507,214 |
Total participant count | 2017-12-31 | 1,534 |
Total funding target for all participants | 2017-12-31 | 57,792,407 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,578,204 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 8,895,243 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 556,400 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 2,021,804 |
Amount remaining of prefunding balance | 2017-12-31 | 8,895,243 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,209,225 |
Balance of prefunding at beginning of current year | 2017-12-31 | 9,719,832 |
Total employer contributions | 2017-12-31 | 2,074,663 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,014,003 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,960,457 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 5,381,893 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 2,961,724 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 947,721 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 2,014,003 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,014,003 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,529 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 647 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 441 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 298 |
Total of all active and inactive participants | 2017-01-01 | 1,386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 22 |
Total participants | 2017-01-01 | 1,408 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 43 |
2016: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 59,819,421 |
Acturial value of plan assets | 2016-12-31 | 59,819,421 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 22,997,579 |
Number of terminated vested participants | 2016-12-31 | 494 |
Fundng target for terminated vested participants | 2016-12-31 | 11,403,030 |
Active participant vested funding target | 2016-12-31 | 19,418,055 |
Number of active participants | 2016-12-31 | 581 |
Total funding liabilities for active participants | 2016-12-31 | 19,992,136 |
Total participant count | 2016-12-31 | 1,498 |
Total funding target for all participants | 2016-12-31 | 54,392,745 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,644,041 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 7,214,889 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 2,644,041 |
Amount remaining of prefunding balance | 2016-12-31 | 7,214,889 |
Present value of excess contributions | 2016-12-31 | 1,748,947 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,860,005 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,860,005 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 2,578,204 |
Balance of prefunding at beginning of current year | 2016-12-31 | 8,895,243 |
Total employer contributions | 2016-12-31 | 2,108,535 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,048,035 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,605,382 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,046,771 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,604,435 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 556,400 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 2,048,035 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,048,035 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,493 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 624 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 417 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 467 |
Total of all active and inactive participants | 2016-01-01 | 1,508 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 21 |
Total participants | 2016-01-01 | 1,529 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 41 |
2015: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,471 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 607 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 465 |
Total of all active and inactive participants | 2015-01-01 | 1,472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 21 |
Total participants | 2015-01-01 | 1,493 |
2014: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,464 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 614 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 387 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 448 |
Total of all active and inactive participants | 2014-01-01 | 1,449 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 22 |
Total participants | 2014-01-01 | 1,471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 48 |
2013: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,438 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 633 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 364 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 447 |
Total of all active and inactive participants | 2013-01-01 | 1,444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 20 |
Total participants | 2013-01-01 | 1,464 |
2012: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,439 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 650 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 344 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 426 |
Total of all active and inactive participants | 2012-01-01 | 1,420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 18 |
Total participants | 2012-01-01 | 1,438 |
2011: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,420 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 679 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 313 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 430 |
Total of all active and inactive participants | 2011-01-01 | 1,422 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 17 |
Total participants | 2011-01-01 | 1,439 |
2010: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,398 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 682 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 298 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 424 |
Total of all active and inactive participants | 2010-01-01 | 1,404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 16 |
Total participants | 2010-01-01 | 1,420 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 47 |
2009: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,350 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 670 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 278 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 438 |
Total of all active and inactive participants | 2009-01-01 | 1,386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 1,398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 44 |
Measure | Date | Value |
---|---|---|
2022 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-19,838,712 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-19,838,712 |
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 | $10,085 |
Total income from all sources (including contributions) | 2022-12-31 | $-16,651,336 |
Total loss/gain on sale of assets | 2022-12-31 | $1,401,556 |
Total of all expenses incurred | 2022-12-31 | $7,464,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,788,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $56,319,515 |
Value of total assets at beginning of year | 2022-12-31 | $80,445,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $676,030 |
Total interest from all sources | 2022-12-31 | $1,244,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $357,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $323,616 |
Administrative expenses professional fees incurred | 2022-12-31 | $67,542 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $7,379,117 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $6,806,409 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $259,756 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $264,946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $10,085 |
Other income not declared elsewhere | 2022-12-31 | $184,228 |
Administrative expenses (other) incurred | 2022-12-31 | $407,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,115,792 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $56,319,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $80,435,307 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $201,339 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,161,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $20,201,540 |
Income. Interest from US Government securities | 2022-12-31 | $560,975 |
Income. Interest from corporate debt instruments | 2022-12-31 | $651,087 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $326,124 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,782,071 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,782,071 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $32,175 |
Asset value of US Government securities at end of year | 2022-12-31 | $16,001,607 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $20,755,249 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from common stock | 2022-12-31 | $33,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,788,426 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $17,191,884 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $25,469,460 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $5,165,717 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $30,341,650 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $28,940,094 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2022-12-31 | 470625816 |
2021 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-3,230,696 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-3,230,696 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,085 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $32,597 |
Total income from all sources (including contributions) | 2021-12-31 | $5,857,553 |
Total loss/gain on sale of assets | 2021-12-31 | $3,919,991 |
Total of all expenses incurred | 2021-12-31 | $7,048,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,525,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $80,445,392 |
Value of total assets at beginning of year | 2021-12-31 | $81,658,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $523,106 |
Total interest from all sources | 2021-12-31 | $1,184,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $323,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $269,811 |
Administrative expenses professional fees incurred | 2021-12-31 | $68,636 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $6,806,409 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $8,353,348 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $264,946 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $206,726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $10,085 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $32,597 |
Other income not declared elsewhere | 2021-12-31 | $251,340 |
Administrative expenses (other) incurred | 2021-12-31 | $255,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-1,190,788 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $80,435,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $81,626,095 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $198,899 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $20,201,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,972,841 |
Interest earned on other investments | 2021-12-31 | $2,236 |
Income. Interest from US Government securities | 2021-12-31 | $344,005 |
Income. Interest from corporate debt instruments | 2021-12-31 | $837,895 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,782,071 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,098,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,098,115 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $192 |
Asset value of US Government securities at end of year | 2021-12-31 | $20,755,249 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $18,053,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,408,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Income. Dividends from common stock | 2021-12-31 | $53,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,525,235 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $25,469,460 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $20,113,457 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $5,165,717 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $7,860,613 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $52,481,968 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $48,561,977 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2021-12-31 | 470625816 |
2020 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,353,067 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,353,067 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $32,597 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45,336 |
Total income from all sources (including contributions) | 2020-12-31 | $11,306,887 |
Total loss/gain on sale of assets | 2020-12-31 | $843,657 |
Total of all expenses incurred | 2020-12-31 | $5,806,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,386,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $520,994 |
Value of total assets at end of year | 2020-12-31 | $81,658,692 |
Value of total assets at beginning of year | 2020-12-31 | $76,170,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $419,961 |
Total interest from all sources | 2020-12-31 | $1,344,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $417,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $352,651 |
Administrative expenses professional fees incurred | 2020-12-31 | $63,454 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $8,353,348 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $9,751,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $206,726 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $244,592 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $32,597 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $45,336 |
Other income not declared elsewhere | 2020-12-31 | $299,817 |
Administrative expenses (other) incurred | 2020-12-31 | $150,984 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,500,468 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $81,626,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $76,125,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $205,523 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,972,841 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,870,723 |
Interest earned on other investments | 2020-12-31 | $2,777 |
Income. Interest from US Government securities | 2020-12-31 | $544,144 |
Income. Interest from corporate debt instruments | 2020-12-31 | $793,539 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,098,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $488,570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $488,570 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,412 |
Asset value of US Government securities at end of year | 2020-12-31 | $18,053,592 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $12,703,210 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,526,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $520,994 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,000,000 |
Income. Dividends from common stock | 2020-12-31 | $64,886 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,386,458 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $20,113,457 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $16,167,383 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $7,860,613 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $6,944,553 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $63,638,963 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $62,795,306 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LUTZ & COMPANY |
Accountancy firm EIN | 2020-12-31 | 470625816 |
2019 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,266,802 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,266,802 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,336 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,482 |
Total income from all sources (including contributions) | 2019-12-31 | $19,514,071 |
Total loss/gain on sale of assets | 2019-12-31 | $782,774 |
Total of all expenses incurred | 2019-12-31 | $4,937,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,039,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,351,203 |
Value of total assets at end of year | 2019-12-31 | $76,170,963 |
Value of total assets at beginning of year | 2019-12-31 | $61,574,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $898,712 |
Total interest from all sources | 2019-12-31 | $862,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $890,122 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $791,167 |
Administrative expenses professional fees incurred | 2019-12-31 | $70,174 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $9,751,932 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,649,634 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $244,592 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $317,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $45,336 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $24,482 |
Other income not declared elsewhere | 2019-12-31 | $346,319 |
Administrative expenses (other) incurred | 2019-12-31 | $688,896 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,576,082 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $76,125,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $61,549,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $139,642 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,870,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,205,399 |
Interest on participant loans | 2019-12-31 | $2,338 |
Income. Interest from US Government securities | 2019-12-31 | $295,756 |
Income. Interest from corporate debt instruments | 2019-12-31 | $522,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $488,570 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,574,706 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,574,706 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,427 |
Asset value of US Government securities at end of year | 2019-12-31 | $12,703,210 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $6,128,295 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,014,015 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $7,351,203 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,000,000 |
Income. Dividends from common stock | 2019-12-31 | $98,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,039,277 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $16,167,383 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $7,786,623 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $6,944,553 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $6,912,146 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $54,883,941 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $54,101,167 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LUTZ & COMPANY |
Accountancy firm EIN | 2019-12-31 | 470625816 |
2018 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-3,006,442 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-3,006,442 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $24,482 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $51,883 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,519,801 |
Total loss/gain on sale of assets | 2018-12-31 | $1,406,174 |
Total of all expenses incurred | 2018-12-31 | $4,305,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,818,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,093,881 |
Value of total assets at end of year | 2018-12-31 | $61,574,027 |
Value of total assets at beginning of year | 2018-12-31 | $67,426,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $486,537 |
Total interest from all sources | 2018-12-31 | $625,210 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $960,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $796,874 |
Administrative expenses professional fees incurred | 2018-12-31 | $47,860 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $9,649,634 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,145,371 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $317,224 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $177,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $24,482 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $51,883 |
Other income not declared elsewhere | 2018-12-31 | $328,456 |
Administrative expenses (other) incurred | 2018-12-31 | $299,687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,825,325 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $61,549,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $67,374,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $138,990 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $28,205,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $30,136,153 |
Interest earned on other investments | 2018-12-31 | $3,007 |
Income. Interest from US Government securities | 2018-12-31 | $151,387 |
Income. Interest from corporate debt instruments | 2018-12-31 | $449,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,574,706 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,000,100 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,000,100 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $21,264 |
Asset value of US Government securities at end of year | 2018-12-31 | $6,128,295 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $5,695,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,927,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,093,881 |
Income. Dividends from common stock | 2018-12-31 | $163,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,818,987 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $7,786,623 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $9,329,626 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $6,912,146 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $11,942,469 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $35,892,394 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $34,486,220 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2018-12-31 | 470625816 |
2017 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-31,408 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-31,408 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $51,883 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $105,049 |
Total income from all sources (including contributions) | 2017-12-31 | $12,398,749 |
Total loss/gain on sale of assets | 2017-12-31 | $2,484,953 |
Total of all expenses incurred | 2017-12-31 | $9,317,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,583,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,074,663 |
Value of total assets at end of year | 2017-12-31 | $67,426,753 |
Value of total assets at beginning of year | 2017-12-31 | $64,398,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $733,694 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $844,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,227,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $881,980 |
Administrative expenses professional fees incurred | 2017-12-31 | $70,750 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $39,893 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,145,371 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $7,510,026 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $177,521 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $129,765 |
Other income not declared elsewhere | 2017-12-31 | $256,939 |
Administrative expenses (other) incurred | 2017-12-31 | $475,991 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $51,883 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $105,049 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,081,098 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $67,374,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $64,293,772 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $186,953 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $30,136,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,963,399 |
Interest earned on other investments | 2017-12-31 | $5,409 |
Income. Interest from US Government securities | 2017-12-31 | $375,951 |
Income. Interest from corporate debt instruments | 2017-12-31 | $455,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,000,100 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,111,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,111,623 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $7,493 |
Asset value of US Government securities at end of year | 2017-12-31 | $5,695,513 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $4,225,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,541,029 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,074,663 |
Income. Dividends from preferred stock | 2017-12-31 | $1,767 |
Income. Dividends from common stock | 2017-12-31 | $344,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,583,957 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $9,329,626 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $7,085,223 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $11,942,469 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $14,333,081 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $37,635,283 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $35,150,330 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LUTZ & COMPANY |
Accountancy firm EIN | 2017-12-31 | 470625816 |
2016 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $742,697 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $742,697 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $105,049 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,175,857 |
Total income from all sources (including contributions) | 2016-12-31 | $7,608,326 |
Total loss/gain on sale of assets | 2016-12-31 | $1,690,474 |
Total of all expenses incurred | 2016-12-31 | $3,085,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,381,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,108,535 |
Value of total assets at end of year | 2016-12-31 | $64,398,821 |
Value of total assets at beginning of year | 2016-12-31 | $60,946,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $704,038 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $810,036 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,093,399 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $711,847 |
Administrative expenses professional fees incurred | 2016-12-31 | $65,161 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $39,893 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $7,510,026 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $7,457,297 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $129,765 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $159,266 |
Other income not declared elsewhere | 2016-12-31 | $284,755 |
Administrative expenses (other) incurred | 2016-12-31 | $432,061 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $105,049 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,175,857 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,523,232 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $64,293,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $59,770,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $206,816 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,963,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $23,784,348 |
Interest earned on other investments | 2016-12-31 | $7,623 |
Income. Interest from US Government securities | 2016-12-31 | $409,928 |
Income. Interest from corporate debt instruments | 2016-12-31 | $389,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,111,623 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,192,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,192,651 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,629 |
Asset value of US Government securities at end of year | 2016-12-31 | $4,225,811 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $4,906,166 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $878,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,108,535 |
Income. Dividends from preferred stock | 2016-12-31 | $1,621 |
Income. Dividends from common stock | 2016-12-31 | $379,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,381,056 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $7,085,223 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $6,365,526 |
Contract administrator fees | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $14,333,081 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $17,081,143 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $48,066,336 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $46,375,862 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2016-12-31 | 470625816 |
2015 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-494,392 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-494,392 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,175,857 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $111,605 |
Total income from all sources (including contributions) | 2015-12-31 | $259,625 |
Total loss/gain on sale of assets | 2015-12-31 | $582,183 |
Total of all expenses incurred | 2015-12-31 | $2,648,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,171,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,800,000 |
Value of total assets at end of year | 2015-12-31 | $60,946,397 |
Value of total assets at beginning of year | 2015-12-31 | $62,271,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $477,298 |
Total interest from all sources | 2015-12-31 | $487,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,001,490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $794,777 |
Administrative expenses professional fees incurred | 2015-12-31 | $53,224 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $6,997 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $7,457,297 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,751,179 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $159,266 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $140,941 |
Other income not declared elsewhere | 2015-12-31 | $269,141 |
Administrative expenses (other) incurred | 2015-12-31 | $-281 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,175,857 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $111,605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,389,171 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $59,770,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,159,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $311,852 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $23,784,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,510,552 |
Interest earned on other investments | 2015-12-31 | $10,323 |
Income. Interest from US Government securities | 2015-12-31 | $94,711 |
Income. Interest from corporate debt instruments | 2015-12-31 | $381,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,192,651 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,555,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,555,452 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $155 |
Asset value of US Government securities at end of year | 2015-12-31 | $4,906,166 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $3,903,834 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,385,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,800,000 |
Income. Dividends from preferred stock | 2015-12-31 | $338 |
Income. Dividends from common stock | 2015-12-31 | $206,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,171,498 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $6,365,526 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $6,636,656 |
Contract administrator fees | 2015-12-31 | $112,503 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $17,081,143 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $16,765,705 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $20,011,638 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $19,429,455 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2015-12-31 | 470625816 |
2014 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $863,054 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $863,054 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $111,605 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $232,404 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,061,580 |
Total loss/gain on sale of assets | 2014-12-31 | $1,633,514 |
Total of all expenses incurred | 2014-12-31 | $2,500,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,070,907 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,400,000 |
Value of total assets at end of year | 2014-12-31 | $62,271,316 |
Value of total assets at beginning of year | 2014-12-31 | $58,830,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $429,401 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $487,971 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $968,250 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $786,428 |
Administrative expenses professional fees incurred | 2014-12-31 | $61,526 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $6,997 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $6,751,179 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,833,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $140,941 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $124,103 |
Other income not declared elsewhere | 2014-12-31 | $251,478 |
Administrative expenses (other) incurred | 2014-12-31 | $103,341 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $111,605 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $232,404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $3,561,272 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,159,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $58,598,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $223,650 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,510,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,905,307 |
Interest on participant loans | 2014-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $12,679 |
Income. Interest from US Government securities | 2014-12-31 | $101,087 |
Income. Interest from corporate debt instruments | 2014-12-31 | $374,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,555,452 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,787,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,787,407 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $195 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $3,903,834 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $2,892,478 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $457,313 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,400,000 |
Income. Dividends from preferred stock | 2014-12-31 | $213 |
Income. Dividends from common stock | 2014-12-31 | $181,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,070,907 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $6,636,656 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $5,729,898 |
Contract administrator fees | 2014-12-31 | $40,884 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $16,765,705 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $15,558,129 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $25,701,560 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $24,068,046 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2014-12-31 | 470625816 |
2013 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,659,571 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,659,571 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $232,404 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $112,258 |
Total income from all sources (including contributions) | 2013-12-31 | $9,187,464 |
Total loss/gain on sale of assets | 2013-12-31 | $1,389,355 |
Total of all expenses incurred | 2013-12-31 | $2,225,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,852,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,500,000 |
Value of total assets at end of year | 2013-12-31 | $58,830,843 |
Value of total assets at beginning of year | 2013-12-31 | $51,749,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $373,257 |
Total interest from all sources | 2013-12-31 | $461,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $848,228 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $672,680 |
Administrative expenses professional fees incurred | 2013-12-31 | $52,567 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $85,823 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,833,521 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $5,326,768 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $124,103 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $164,338 |
Other income not declared elsewhere | 2013-12-31 | $210,256 |
Administrative expenses (other) incurred | 2013-12-31 | $91,563 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $232,404 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $112,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,961,600 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $58,598,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,636,839 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $229,127 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,905,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $22,949,438 |
Interest earned on other investments | 2013-12-31 | $14,075 |
Income. Interest from US Government securities | 2013-12-31 | $99,006 |
Income. Interest from corporate debt instruments | 2013-12-31 | $348,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,787,407 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,181,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,181,178 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $183 |
Asset value of US Government securities at end of year | 2013-12-31 | $2,892,478 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $3,033,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,118,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,500,000 |
Income. Dividends from preferred stock | 2013-12-31 | $4,688 |
Income. Dividends from common stock | 2013-12-31 | $170,860 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,852,607 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $5,729,898 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $5,830,742 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $15,558,129 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $13,177,641 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $23,706,068 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $22,316,713 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2013-12-31 | 470625816 |
2012 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-236,090 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-236,090 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $112,258 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $13,427 |
Total income from all sources (including contributions) | 2012-12-31 | $7,973,646 |
Total loss/gain on sale of assets | 2012-12-31 | $2,186,006 |
Total of all expenses incurred | 2012-12-31 | $1,854,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,588,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,200,000 |
Value of total assets at end of year | 2012-12-31 | $51,749,097 |
Value of total assets at beginning of year | 2012-12-31 | $45,531,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $265,893 |
Total interest from all sources | 2012-12-31 | $991,227 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $815,108 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $623,675 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $85,823 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $5,326,768 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $2,125,404 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $164,338 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $91,175 |
Other income not declared elsewhere | 2012-12-31 | $1,458 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $112,258 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $13,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,118,809 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,636,839 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,518,030 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $265,893 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,949,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,036,733 |
Interest earned on other investments | 2012-12-31 | $16,942 |
Income. Interest from US Government securities | 2012-12-31 | $695,546 |
Income. Interest from corporate debt instruments | 2012-12-31 | $278,244 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,181,178 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $8,782,044 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $8,782,044 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $495 |
Asset value of US Government securities at end of year | 2012-12-31 | $3,033,169 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $5,722,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,015,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,200,000 |
Income. Dividends from preferred stock | 2012-12-31 | $4,173 |
Income. Dividends from common stock | 2012-12-31 | $187,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,588,944 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $5,830,742 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $3,601,790 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $13,177,641 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $8,171,696 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $70,296,328 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $68,110,322 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2012-12-31 | 470625816 |
2011 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $670,915 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $670,915 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,427 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,503 |
Total income from all sources (including contributions) | 2011-12-31 | $4,466,259 |
Total loss/gain on sale of assets | 2011-12-31 | $705,787 |
Total of all expenses incurred | 2011-12-31 | $1,495,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,387,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,900,000 |
Value of total assets at end of year | 2011-12-31 | $45,531,457 |
Value of total assets at beginning of year | 2011-12-31 | $42,557,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $107,735 |
Total interest from all sources | 2011-12-31 | $426,942 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $573,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $462,736 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $2,125,404 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,941,813 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $91,175 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $72,602 |
Administrative expenses (other) incurred | 2011-12-31 | $107,735 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $13,427 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $10,503 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,970,711 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,518,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $42,547,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,036,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,245,589 |
Interest earned on other investments | 2011-12-31 | $4,856 |
Income. Interest from US Government securities | 2011-12-31 | $216,404 |
Income. Interest from corporate debt instruments | 2011-12-31 | $201,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $8,782,044 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,912,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $9,912,500 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,280 |
Asset value of US Government securities at end of year | 2011-12-31 | $5,722,615 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $5,027,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $189,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,900,000 |
Income. Dividends from common stock | 2011-12-31 | $110,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,387,813 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $3,601,790 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $2,902,306 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $8,171,696 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $8,455,221 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $26,043,118 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $25,337,331 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2011-12-31 | 470625816 |
2010 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $350,012 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $350,012 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,503 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,760 |
Total income from all sources (including contributions) | 2010-12-31 | $5,499,657 |
Total loss/gain on sale of assets | 2010-12-31 | $1,645,187 |
Total of all expenses incurred | 2010-12-31 | $1,329,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,224,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,900,000 |
Value of total assets at end of year | 2010-12-31 | $42,557,822 |
Value of total assets at beginning of year | 2010-12-31 | $38,391,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $104,261 |
Total interest from all sources | 2010-12-31 | $575,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $507,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $400,728 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,941,813 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,914,816 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $72,602 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $93,018 |
Administrative expenses (other) incurred | 2010-12-31 | $104,261 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $10,503 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $14,760 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,170,424 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,547,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $38,376,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $14,245,589 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $14,406,906 |
Interest earned on other investments | 2010-12-31 | $2,252 |
Income. Interest from US Government securities | 2010-12-31 | $391,557 |
Income. Interest from corporate debt instruments | 2010-12-31 | $178,892 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $9,912,500 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $5,485,294 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $5,485,294 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,392 |
Asset value of US Government securities at end of year | 2010-12-31 | $5,027,791 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $4,849,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $522,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,900,000 |
Income. Dividends from common stock | 2010-12-31 | $106,438 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,224,972 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $2,902,306 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,988,982 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $8,455,221 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $9,653,306 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $35,531,372 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $33,886,185 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2010-12-31 | 470625816 |
2009 : JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JENNIE EDMUNDSON MEMORIAL HOSPITAL EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |