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JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN
Plan identification number 002

JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST LUKES/JONES REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST LUKES/JONES REGIONAL MEDICAL CENTER
Employer identification number (EIN):421487967
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01ERIC BRIESMEISTER, CEO2020-07-09
0022018-01-01ERIC BRIESMEISTER, CEO2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ERIC BRIESMEISTER, CEO
0022011-01-01MILTON E. AUNAN II, VPCFO
0022010-01-01MILTON E. AUNAN II, VPCFO
0022009-01-01MILTON E. AUNAN II, VPCFO

Plan Statistics for JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2019: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Total of all active and inactive participants2018-01-01135
Total participants2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Total of all active and inactive participants2017-01-01152
Total participants2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01167
Total participants2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01185
Total participants2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01163
Total participants2014-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01162
Total participants2013-01-01162
Number of participants with account balances2013-01-01162
2012: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01139
Total participants2012-01-01139
Number of participants with account balances2012-01-01139
2011: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01137
Total participants2011-01-01137
Number of participants with account balances2011-01-01119
2010: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01130
Number of participants with account balances2010-01-01103
2009: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01107
Total participants2009-01-01107
Number of participants with account balances2009-01-0189

Financial Data on JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan2019-09-04$2,810,709
Total income from all sources (including contributions)2019-09-04$319,053
Total of all expenses incurred2019-09-04$88,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-04$81,716
Value of total assets at end of year2019-09-04$0
Value of total assets at beginning of year2019-09-04$2,580,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-04$7,174
Total interest from all sources2019-09-04$41
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-04No
Was this plan covered by a fidelity bond2019-09-04Yes
Value of fidelity bond cover2019-09-04$5,000,000
If this is an individual account plan, was there a blackout period2019-09-04No
Were there any nonexempt tranactions with any party-in-interest2019-09-04No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-04$12,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-04No
Value of net income/loss2019-09-04$230,163
Value of net assets at end of year (total assets less liabilities)2019-09-04$0
Value of net assets at beginning of year (total assets less liabilities)2019-09-04$2,580,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-04No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-04No
Were any leases to which the plan was party in default or uncollectible2019-09-04No
Value of interest in pooled separate accounts at end of year2019-09-04$0
Value of interest in pooled separate accounts at beginning of year2019-09-04$2,563,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-04$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-04$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-04$4,843
Net investment gain/loss from pooled separate accounts2019-09-04$319,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-04No
Was there a failure to transmit to the plan any participant contributions2019-09-04No
Has the plan failed to provide any benefit when due under the plan2019-09-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-04$81,716
Contract administrator fees2019-09-04$7,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-04No
Did the plan have assets held for investment2019-09-04Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-04Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-04Yes
Opinion of an independent qualified public accountant for this plan2019-09-04Disclaimer
Accountancy firm name2019-09-04KPMG, LLP
Accountancy firm EIN2019-09-04135565207
2018 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-203,749
Total of all expenses incurred2018-12-31$396,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$375,230
Value of total assets at end of year2018-12-31$2,580,546
Value of total assets at beginning of year2018-12-31$3,180,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,143
Total interest from all sources2018-12-31$55
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-600,122
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,580,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,180,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,563,633
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,163,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,821
Net investment gain/loss from pooled separate accounts2018-12-31$-203,804
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$375,230
Contract administrator fees2018-12-31$21,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$473,975
Total of all expenses incurred2017-12-31$241,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$210,461
Value of total assets at end of year2017-12-31$3,180,668
Value of total assets at beginning of year2017-12-31$2,947,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,591
Total interest from all sources2017-12-31$42
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12,070
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$232,923
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,180,668
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,947,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,163,777
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,930,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,826
Net investment gain/loss from pooled separate accounts2017-12-31$473,933
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$210,461
Contract administrator fees2017-12-31$30,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$192,386
Total of all expenses incurred2016-12-31$753,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$722,922
Value of total assets at end of year2016-12-31$2,947,745
Value of total assets at beginning of year2016-12-31$3,509,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,725
Total interest from all sources2016-12-31$36
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$12,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-561,261
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,947,745
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,509,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,930,849
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,297,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,083
Net investment gain/loss from pooled separate accounts2016-12-31$192,350
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
Employer contributions (assets) at beginning of year2016-12-31$195,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$722,922
Contract administrator fees2016-12-31$30,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$492,453
Total of all expenses incurred2015-12-31$66,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$536,969
Value of total assets at end of year2015-12-31$3,509,006
Value of total assets at beginning of year2015-12-31$3,082,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,803
Total interest from all sources2015-12-31$29
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$299,057
Participant contributions at beginning of year2015-12-31$10,201
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,070
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$426,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,509,006
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,082,896
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 pooled separate accounts at end of year2015-12-31$3,297,644
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,902,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,437
Net investment gain/loss from pooled separate accounts2015-12-31$-44,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$195,209
Employer contributions (assets) at end of year2015-12-31$195,209
Employer contributions (assets) at beginning of year2015-12-31$166,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,540
Contract administrator fees2015-12-31$31,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$558,134
Total of all expenses incurred2014-12-31$911,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$877,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$427,626
Value of total assets at end of year2014-12-31$3,082,896
Value of total assets at beginning of year2014-12-31$3,436,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,511
Total interest from all sources2014-12-31$27
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$18,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$257,339
Participant contributions at end of year2014-12-31$10,201
Participant contributions at beginning of year2014-12-31$9,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-353,550
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,082,896
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,436,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,902,813
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,257,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,865
Net investment gain/loss from pooled separate accounts2014-12-31$130,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$170,287
Employer contributions (assets) at end of year2014-12-31$166,445
Employer contributions (assets) at beginning of year2014-12-31$167,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$877,173
Contract administrator fees2014-12-31$34,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$871,467
Total of all expenses incurred2013-12-31$215,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$180,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$435,700
Value of total assets at end of year2013-12-31$3,436,446
Value of total assets at beginning of year2013-12-31$2,780,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,246
Total interest from all sources2013-12-31$27
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$263,110
Participant contributions at end of year2013-12-31$9,005
Participant contributions at beginning of year2013-12-31$10,842
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,909
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$655,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,436,446
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,780,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,257,219
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,604,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,311
Net investment gain/loss from pooled separate accounts2013-12-31$435,740
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$167,681
Employer contributions (assets) at end of year2013-12-31$167,357
Employer contributions (assets) at beginning of year2013-12-31$163,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$180,336
Contract administrator fees2013-12-31$35,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$738,454
Total of all expenses incurred2012-12-31$260,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$229,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$448,869
Value of total assets at end of year2012-12-31$2,780,561
Value of total assets at beginning of year2012-12-31$2,302,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,739
Total interest from all sources2012-12-31$28
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$285,170
Participant contributions at end of year2012-12-31$10,842
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$478,049
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,780,561
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,302,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,604,333
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,135,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,139
Net investment gain/loss from pooled separate accounts2012-12-31$289,557
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$163,699
Employer contributions (assets) at end of year2012-12-31$163,075
Employer contributions (assets) at beginning of year2012-12-31$151,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$229,666
Contract administrator fees2012-12-31$30,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$405,226
Total of all expenses incurred2011-12-31$330,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$459,834
Value of total assets at end of year2011-12-31$2,302,512
Value of total assets at beginning of year2011-12-31$2,228,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,826
Total interest from all sources2011-12-31$367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,973
Participant contributions at beginning of year2011-12-31$9,065
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$74,424
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,302,512
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,228,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,135,512
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,052,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$30,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$30,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$367
Net investment gain/loss from pooled separate accounts2011-12-31$-54,975
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$151,861
Employer contributions (assets) at end of year2011-12-31$151,861
Employer contributions (assets) at beginning of year2011-12-31$135,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,976
Contract administrator fees2011-12-31$27,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$609,707
Expenses. Total of all expenses incurred2010-12-31$108,354
Benefits paid (including direct rollovers)2010-12-31$84,873
Total plan assets at end of year2010-12-31$2,083,237
Total plan assets at beginning of year2010-12-31$1,581,884
Value of fidelity bond covering the plan2010-12-31$15,000,000
Total contributions received or receivable from participants2010-12-31$233,386
Contributions received from other sources (not participants or employers)2010-12-31$48,627
Other income received2010-12-31$211,104
Net income (gross income less expenses)2010-12-31$501,353
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,083,237
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,581,884
Total contributions received or receivable from employer(s)2010-12-31$116,590
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23,481

Form 5500 Responses for JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN

2019: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JONES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19011
Policy instance 1
Insurance contract or identification number19011
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-05
Total amount of commissions paid to insurance brokerUSD $8,287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,588
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19011
Policy instance 1
Insurance contract or identification number19011
Number of Individuals Covered152
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,090
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,090
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19011
Policy instance 1
Insurance contract or identification number19011
Number of Individuals Covered164
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,203
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC

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