?>
Logo

MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 401k Plan overview

Plan NameMARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN
Plan identification number 001

MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTRAL IOWA HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL IOWA HEALTHCARE
Employer identification number (EIN):420948420
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CENTRAL IOWA HEALTHCARE

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1902-06-29
Company Identification Number: 060610
Legal Registered Office Address: 3 SOUTH 4TH AVE

MARSHALLTOWN
United States of America (USA)
50158

More information about CENTRAL IOWA HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01NEIL GILMOUR2022-01-31 NEIL GILMOUR2022-01-31
0012020-01-01NEIL GILMOUR2021-03-19
0012019-01-01
0012018-01-01
0012017-01-01NEIL GILMOUR NEIL GILMOUR2018-10-11
0012017-01-01
0012016-01-01RONALD WINTERS RONALD WINTERS2018-02-22
0012016-01-01 RONALD WINTERS2017-10-16
0012015-01-01MARY PFANTZ
0012015-01-01
0012014-01-01JOHN C HUGHES
0012014-01-01MARY PFANTZ
0012013-01-01MARY PFANTZ MARY PFANTZ2014-10-13
0012012-01-01MARY PFANTZ MARY PFANTZ2013-10-11
0012011-12-26MARY PFANTZ MARY PFANTZ2012-10-10
0012010-12-26MARY PFANTZ
0012009-12-26JILL PETERMEIER JILL PETERMEIER2011-10-14
0012008-12-26
0012007-12-26JILL PETERMEIER
0012006-12-26JILL PETERMEIER

Plan Statistics for MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN

401k plan membership statisitcs for MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN

Measure Date Value
2019: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0129
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01554
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01225
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01551
Total number of active participants reported on line 7a of the Form 55002017-01-01430
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01514
Number of participants with account balances2017-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01572
Total number of active participants reported on line 7a of the Form 55002016-01-01447
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01548
Number of participants with account balances2016-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01628
Total number of active participants reported on line 7a of the Form 55002015-01-01441
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01558
Number of participants with account balances2015-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01626
Total number of active participants reported on line 7a of the Form 55002014-01-01507
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01613
Number of participants with account balances2014-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01645
Total number of active participants reported on line 7a of the Form 55002013-01-01557
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01637
Number of participants with account balances2013-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01658
Total number of active participants reported on line 7a of the Form 55002012-01-01583
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01641
Number of participants with account balances2012-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-26662
Total number of active participants reported on line 7a of the Form 55002011-12-26603
Number of retired or separated participants receiving benefits2011-12-261
Number of other retired or separated participants entitled to future benefits2011-12-2661
Total of all active and inactive participants2011-12-26665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-262
Total participants2011-12-26667
Number of participants with account balances2011-12-26653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-260
2010: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-26690
Total number of active participants reported on line 7a of the Form 55002010-12-26603
Number of retired or separated participants receiving benefits2010-12-261
Number of other retired or separated participants entitled to future benefits2010-12-2666
Total of all active and inactive participants2010-12-26670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-262
Total participants2010-12-26672
Number of participants with account balances2010-12-26657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-2614
2009: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-26719
Total number of active participants reported on line 7a of the Form 55002009-12-26633
Number of retired or separated participants receiving benefits2009-12-261
Number of other retired or separated participants entitled to future benefits2009-12-2665
Total of all active and inactive participants2009-12-26699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-262
Total participants2009-12-26701
Number of participants with account balances2009-12-26685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-2616
2007: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2007 401k membership
Total participants, beginning-of-year2007-12-26655
Total number of active participants reported on line 7a of the Form 55002007-12-26608
Number of retired or separated participants receiving benefits2007-12-261
Number of other retired or separated participants entitled to future benefits2007-12-2656
Total of all active and inactive participants2007-12-26665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-12-261
Total participants2007-12-26666
Number of participants with account balances2007-12-26652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-12-265
2006: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2006 401k membership
Total participants, beginning-of-year2006-12-26669
Total number of active participants reported on line 7a of the Form 55002006-12-26585
Number of retired or separated participants receiving benefits2006-12-261
Number of other retired or separated participants entitled to future benefits2006-12-2664
Total of all active and inactive participants2006-12-26650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-12-262
Total participants2006-12-26652
Number of participants with account balances2006-12-26645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-12-2619

Financial Data on MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN

Measure Date Value
2019 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$659,063
Total income from all sources (including contributions)2019-12-31$659,063
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,177,549
Total of all expenses incurred2019-12-31$7,177,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,171,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,171,703
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,639
Value of total assets at end of year2019-12-31$2,639
Value of total assets at beginning of year2019-12-31$6,521,125
Value of total assets at beginning of year2019-12-31$6,521,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,846
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$11,020
Total interest from all sources2019-12-31$11,020
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,118
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,118
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,118
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Value of fidelity bond cover2019-12-31$0
Value of fidelity bond cover2019-12-31$0
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$112,796
Participant contributions at beginning of year2019-12-31$112,796
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-6,518,486
Value of net income/loss2019-12-31$-6,518,486
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,639
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,521,125
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,521,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,748,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,748,478
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,859
Interest on participant loans2019-12-31$2,859
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$8,161
Interest earned on other investments2019-12-31$8,161
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,659,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,659,851
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$640,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$640,925
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,171,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,171,703
Contract administrator fees2019-12-31$5,846
Contract administrator fees2019-12-31$5,846
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DENMAN & CO. LLP
Accountancy firm name2019-12-31DENMAN & CO. LLP
Accountancy firm EIN2019-12-31420794029
Accountancy firm EIN2019-12-31420794029
2018 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$99,399
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,129,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,094,422
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$6,521,125
Value of total assets at beginning of year2018-12-31$20,551,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,167
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$40,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$88,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$88,526
Administrative expenses professional fees incurred2018-12-31$21,000
Was this plan covered by a fidelity bond2018-12-31No
Value of fidelity bond cover2018-12-31$0
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$112,796
Participant contributions at beginning of year2018-12-31$284,827
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$22,313
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,030,190
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,521,125
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,551,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,748,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,475,911
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$9,044
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$30,972
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,659,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,414,372
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-51,456
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$376,205
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,094,422
Contract administrator fees2018-12-31$14,167
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DENMAN & CO. LLP
Accountancy firm EIN2018-12-31420794029
2017 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,534,809
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,966,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,945,162
Expenses. Certain deemed distributions of participant loans2017-12-31$17,231
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$740,252
Value of total assets at end of year2017-12-31$20,551,315
Value of total assets at beginning of year2017-12-31$19,983,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,535
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$66,384
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$200,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$200,454
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$740,360
Amount contributed by the employer to the plan for this plan year2017-12-31$740,360
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$284,827
Participant contributions at beginning of year2017-12-31$403,728
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$9
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$567,881
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,551,315
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,983,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,475,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,389,300
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$16,157
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$50,227
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,414,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,190,406
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,527,719
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$740,252
Employer contributions (assets) at end of year2017-12-31$376,205
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,945,162
Contract administrator fees2017-12-31$4,526
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DENMAN & CO. LLC
Accountancy firm EIN2017-12-31420794029
2016 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,675,890
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,383,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,367,971
Expenses. Certain deemed distributions of participant loans2016-12-31$5,646
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$579,375
Value of total assets at end of year2016-12-31$19,980,717
Value of total assets at beginning of year2016-12-31$21,688,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,236
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$96,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$210,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$210,571
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$403,728
Participant contributions at beginning of year2016-12-31$369,596
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$27,071
Administrative expenses (other) incurred2016-12-31$11
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,707,963
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,980,717
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,688,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,389,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,534,901
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$21,467
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$75,512
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,187,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,784,183
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$761,894
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$579,375
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,367,971
Contract administrator fees2016-12-31$10,225
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31420794029
2015 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,465,563
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,338,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,326,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,186,810
Value of total assets at end of year2015-12-31$21,681,234
Value of total assets at beginning of year2015-12-31$24,554,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,151
Total interest from all sources2015-12-31$110,732
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$223,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$223,657
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,112,278
Amount contributed by the employer to the plan for this plan year2015-12-31$1,112,278
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$359,065
Participant contributions at beginning of year2015-12-31$422,976
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,872,874
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,681,234
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,554,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,537,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,045,661
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$20,774
Interest earned on other investments2015-12-31$89,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,784,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,080,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,112,278
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$4,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,326,286
Contract administrator fees2015-12-31$12,151
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,765,784
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,752,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,738,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,251,191
Value of total assets at end of year2014-12-31$24,554,108
Value of total assets at beginning of year2014-12-31$25,541,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,616
Total interest from all sources2014-12-31$130,973
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$252,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$252,821
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,259,252
Amount contributed by the employer to the plan for this plan year2014-12-31$1,259,252
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$422,976
Participant contributions at beginning of year2014-12-31$519,461
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$22,071
Administrative expenses (other) incurred2014-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-986,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,554,108
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,541,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,045,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,552,531
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$23,211
Interest earned on other investments2014-12-31$107,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,080,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,441,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,108,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,251,191
Employer contributions (assets) at end of year2014-12-31$4,942
Employer contributions (assets) at beginning of year2014-12-31$27,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,738,131
Contract administrator fees2014-12-31$14,612
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,593,045
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,679,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,669,807
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,261,120
Value of total assets at end of year2013-12-31$25,541,071
Value of total assets at beginning of year2013-12-31$22,627,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,720
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$152,028
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$242,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$242,558
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,279,369
Amount contributed by the employer to the plan for this plan year2013-12-31$1,279,369
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$519,461
Participant contributions at beginning of year2013-12-31$473,168
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,140
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2
Administrative expenses (other) incurred2013-12-31$10
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,913,518
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,541,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,627,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,552,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,599,409
Interest on participant loans2013-12-31$25,695
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$126,333
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,441,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,554,778
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,937,337
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,245,980
Employer contributions (assets) at end of year2013-12-31$27,659
Employer contributions (assets) at beginning of year2013-12-31$198
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,669,807
Contract administrator fees2013-12-31$9,710
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31420794029
2012 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,292,488
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,584,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,576,451
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,287,820
Value of total assets at end of year2012-12-31$22,627,553
Value of total assets at beginning of year2012-12-31$20,919,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,478
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$163,821
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$294,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$294,907
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$-60
Minimum employer required contribution for this plan year2012-12-31$1,295,132
Amount contributed by the employer to the plan for this plan year2012-12-31$1,295,192
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$473,168
Participant contributions at beginning of year2012-12-31$520,824
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$935
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,707,559
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,627,553
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,919,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,599,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,599,854
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$26,736
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$137,085
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,554,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,799,316
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,545,940
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,287,820
Employer contributions (assets) at end of year2012-12-31$198
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,576,451
Contract administrator fees2012-12-31$7,543
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31420794029
2011 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-17,672
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,041
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$20,919,994
Value of total assets at beginning of year2011-12-31$20,940,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$273
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$3,166
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$29,555
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$1
Minimum employer required contribution for this plan year2011-12-31$1
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$520,824
Participant contributions at beginning of year2011-12-31$531,271
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-20,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,919,994
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,940,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,599,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,572,368
Interest on participant loans2011-12-31$433
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$2,733
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,799,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,787,889
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,393
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$49,452
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,041
Contract administrator fees2011-12-31$273
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DENMAN & COMPANY, LLP
Accountancy firm EIN2011-12-31420794029
Unrealized appreciation/depreciation of real estate assets2011-12-25$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-25$0
Total unrealized appreciation/depreciation of assets2011-12-25$0
Total transfer of assets to this plan2011-12-25$0
Total transfer of assets from this plan2011-12-25$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-25$0
Total income from all sources (including contributions)2011-12-25$1,462,355
Total loss/gain on sale of assets2011-12-25$0
Total of all expenses incurred2011-12-25$987,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-25$974,246
Expenses. Certain deemed distributions of participant loans2011-12-25$4,199
Value of total corrective distributions2011-12-25$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-25$1,325,508
Value of total assets at end of year2011-12-25$20,940,980
Value of total assets at beginning of year2011-12-25$20,465,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-25$8,582
Total income from rents2011-12-25$0
Total interest from all sources2011-12-25$187,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-25$266,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-25No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-25$266,910
Administrative expenses professional fees incurred2011-12-25$0
Was this plan covered by a fidelity bond2011-12-25Yes
Value of fidelity bond cover2011-12-25$500,000
If this is an individual account plan, was there a blackout period2011-12-25No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-25$0
Funding deficiency by the employer to the plan for this plan year2011-12-25$0
Minimum employer required contribution for this plan year2011-12-25$1,305,835
Amount contributed by the employer to the plan for this plan year2011-12-25$1,305,835
Were there any nonexempt tranactions with any party-in-interest2011-12-25No
Contributions received from participants2011-12-25$0
Participant contributions at end of year2011-12-25$531,271
Participant contributions at beginning of year2011-12-25$438,669
Participant contributions at end of year2011-12-25$0
Participant contributions at beginning of year2011-12-25$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-25$38,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-25$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-25$0
Other income not declared elsewhere2011-12-25$372
Administrative expenses (other) incurred2011-12-25$34
Liabilities. Value of operating payables at beginning of year2011-12-25$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-25No
Value of net income/loss2011-12-25$475,328
Value of net assets at end of year (total assets less liabilities)2011-12-25$20,940,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-25$20,465,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-25No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-25No
Were any leases to which the plan was party in default or uncollectible2011-12-25No
Investment advisory and management fees2011-12-25$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-25$14,572,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-25$13,984,429
Interest on participant loans2011-12-25$26,772
Income. Interest from loans (other than to participants)2011-12-25$0
Interest earned on other investments2011-12-25$160,851
Income. Interest from US Government securities2011-12-25$0
Income. Interest from corporate debt instruments2011-12-25$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-25$5,787,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-25$5,990,404
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-25$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-25$-318,058
Net investment gain/loss from pooled separate accounts2011-12-25$0
Net investment gain or loss from common/collective trusts2011-12-25$0
Net gain/loss from 103.12 investment entities2011-12-25$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-25No
Was there a failure to transmit to the plan any participant contributions2011-12-25No
Has the plan failed to provide any benefit when due under the plan2011-12-25No
Contributions received in cash from employer2011-12-25$1,286,520
Employer contributions (assets) at end of year2011-12-25$49,452
Employer contributions (assets) at beginning of year2011-12-25$52,150
Income. Dividends from preferred stock2011-12-25$0
Income. Dividends from common stock2011-12-25$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-25$974,246
Contract administrator fees2011-12-25$8,548
Liabilities. Value of benefit claims payable at beginning of year2011-12-25$0
Did the plan have assets held for investment2011-12-25Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-25No
Aggregate proceeds on sale of assets2011-12-25$0
Aggregate carrying amount (costs) on sale of assets2011-12-25$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-25$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-25Yes
Opinion of an independent qualified public accountant for this plan2011-12-25Disclaimer
Accountancy firm name2011-12-25DENMAN & CO, LLP
Accountancy firm EIN2011-12-25420794029
2010 : MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-25$0
Funding deficiency by the employer to the plan for this plan year2010-12-25$0
Minimum employer required contribution for this plan year2010-12-25$1,275,312
Amount contributed by the employer to the plan for this plan year2010-12-25$1,275,312

Form 5500 Responses for MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN

2019: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-12-26Type of plan entitySingle employer plan
2011-12-26This submission is the final filingNo
2011-12-26This return/report is a short plan year return/report (less than 12 months)Yes
2011-12-26Plan is a collectively bargained planNo
2011-12-26Plan funding arrangement – InsuranceYes
2011-12-26Plan funding arrangement – TrustYes
2011-12-26Plan benefit arrangement – InsuranceYes
2011-12-26Plan benefit arrangement - TrustYes
2010: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-12-26Type of plan entitySingle employer plan
2010-12-26This submission is the final filingNo
2010-12-26This return/report is a short plan year return/report (less than 12 months)No
2010-12-26Plan is a collectively bargained planNo
2010-12-26Plan funding arrangement – InsuranceYes
2010-12-26Plan funding arrangement – TrustYes
2010-12-26Plan benefit arrangement – InsuranceYes
2010-12-26Plan benefit arrangement - TrustYes
2009: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-12-26Type of plan entitySingle employer plan
2009-12-26This submission is the final filingNo
2009-12-26This return/report is a short plan year return/report (less than 12 months)No
2009-12-26Plan is a collectively bargained planNo
2009-12-26Plan funding arrangement – InsuranceYes
2009-12-26Plan funding arrangement – TrustYes
2009-12-26Plan benefit arrangement – InsuranceYes
2009-12-26Plan benefit arrangement - TrustYes
2008: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2008 form 5500 responses
2008-12-26Type of plan entitySingle employer plan
2008-12-26Submission has been amendedNo
2008-12-26This submission is the final filingNo
2008-12-26This return/report is a short plan year return/report (less than 12 months)No
2008-12-26Plan is a collectively bargained planNo
2007: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2007 form 5500 responses
2007-12-26Type of plan entitySingle employer plan
2007-12-26Submission has been amendedYes
2007-12-26This submission is the final filingNo
2007-12-26This return/report is a short plan year return/report (less than 12 months)No
2007-12-26Plan is a collectively bargained planNo
2007-12-26Plan funding arrangement – InsuranceYes
2007-12-26Plan funding arrangement – TrustYes
2007-12-26Plan benefit arrangement – InsuranceYes
2007-12-26Plan benefit arrangement - TrustYes
2006: MARSHALLTOWN MEDICAL & SURGICAL CENTER RETIREMENT INCOME PLAN 2006 form 5500 responses
2006-12-26Type of plan entitySingle employer plan
2006-12-26Submission has been amendedYes
2006-12-26This submission is the final filingNo
2006-12-26This return/report is a short plan year return/report (less than 12 months)No
2006-12-26Plan is a collectively bargained planNo
2006-12-26Plan funding arrangement – InsuranceYes
2006-12-26Plan funding arrangement – TrustYes
2006-12-26Plan benefit arrangement – InsuranceYes
2006-12-26Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered224
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered514
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered558
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered613
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered636
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,084
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11084
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered641
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,205
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10205
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameVSR FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2011-12-26
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered667
Insurance policy start date2011-12-26
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered672
Insurance policy start date2010-12-26
Insurance policy end date2011-12-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number313552
Policy instance 2
Insurance contract or identification number313552
Number of Individuals Covered1
Insurance policy start date2010-10-26
Insurance policy end date2011-12-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3