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OZARKS MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameOZARKS MEDICAL CENTER RETIREMENT PLAN
Plan identification number 001

OZARKS MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OZARKS MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:OZARKS MEDICAL CENTER
Employer identification number (EIN):446005758
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OZARKS MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CONNIE SCHOTT
0012017-01-01CONNIE SCHOTT
0012016-01-01CONNIE SCHOTT
0012015-01-01CONNIE SCHOTT
0012014-01-01CONNIE SCHOTT
0012013-01-01GREG SHANNON
0012012-01-01DAVID ZECHMAN
0012011-01-01DAVID ZECHMAN
0012010-01-01DAVID ZECHMAN
0012009-01-01DAVID ZECHMAN

Plan Statistics for OZARKS MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for OZARKS MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2019: OZARKS MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,680
Total number of active participants reported on line 7a of the Form 55002019-01-011,272
Number of other retired or separated participants entitled to future benefits2019-01-01436
Total of all active and inactive participants2019-01-011,708
Total participants2019-01-011,708
Number of participants with account balances2019-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: OZARKS MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,674
Total number of active participants reported on line 7a of the Form 55002018-01-011,271
Number of other retired or separated participants entitled to future benefits2018-01-01432
Total of all active and inactive participants2018-01-011,703
Total participants2018-01-011,703
Number of participants with account balances2018-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: OZARKS MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,573
Total number of active participants reported on line 7a of the Form 55002017-01-011,215
Number of other retired or separated participants entitled to future benefits2017-01-01417
Total of all active and inactive participants2017-01-011,632
Total participants2017-01-011,632
Number of participants with account balances2017-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: OZARKS MEDICAL CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,564
Total number of active participants reported on line 7a of the Form 55002016-01-011,176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01396
Total of all active and inactive participants2016-01-011,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,572
Number of participants with account balances2016-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: OZARKS MEDICAL CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,522
Total number of active participants reported on line 7a of the Form 55002015-01-011,192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01376
Total of all active and inactive participants2015-01-011,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,568
Number of participants with account balances2015-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: OZARKS MEDICAL CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,548
Total number of active participants reported on line 7a of the Form 55002014-01-01509
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01384
Total of all active and inactive participants2014-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01893
Number of participants with account balances2014-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: OZARKS MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,592
Total number of active participants reported on line 7a of the Form 55002013-01-011,195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01359
Total of all active and inactive participants2013-01-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,554
Number of participants with account balances2013-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: OZARKS MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,511
Total number of active participants reported on line 7a of the Form 55002012-01-011,312
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01323
Total of all active and inactive participants2012-01-011,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,635
Number of participants with account balances2012-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OZARKS MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,441
Total number of active participants reported on line 7a of the Form 55002011-01-011,217
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01300
Total of all active and inactive participants2011-01-011,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,517
Number of participants with account balances2011-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: OZARKS MEDICAL CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,389
Total number of active participants reported on line 7a of the Form 55002010-01-011,175
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01261
Total of all active and inactive participants2010-01-011,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,436
Number of participants with account balances2010-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OZARKS MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,281
Total number of active participants reported on line 7a of the Form 55002009-01-011,041
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01301
Total of all active and inactive participants2009-01-011,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,342
Number of participants with account balances2009-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on OZARKS MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2019 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$12,923,596
Total of all expenses incurred2019-12-31$7,190,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,011,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,011,192
Expenses. Certain deemed distributions of participant loans2019-12-31$-4,200
Value of total corrective distributions2019-12-31$14,305
Value of total corrective distributions2019-12-31$14,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,427,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,427,700
Value of total assets at end of year2019-12-31$53,980,642
Value of total assets at end of year2019-12-31$53,980,642
Value of total assets at beginning of year2019-12-31$48,247,639
Value of total assets at beginning of year2019-12-31$48,247,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,296
Total interest from all sources2019-12-31$395,896
Total interest from all sources2019-12-31$395,896
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,114,750
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$1,114,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,235,964
Contributions received from participants2019-12-31$3,235,964
Participant contributions at end of year2019-12-31$458,331
Participant contributions at end of year2019-12-31$458,331
Participant contributions at beginning of year2019-12-31$459,110
Participant contributions at beginning of year2019-12-31$459,110
Participant contributions at beginning of year2019-12-31$102,003
Participant contributions at beginning of year2019-12-31$102,003
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,818
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$5,733,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,980,642
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,980,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,247,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,247,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,109,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,109,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,116,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,116,706
Interest on participant loans2019-12-31$19,969
Interest on participant loans2019-12-31$19,969
Interest earned on other investments2019-12-31$375,927
Interest earned on other investments2019-12-31$375,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,331,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,331,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,539,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,539,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,985,250
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,131,918
Contributions received in cash from employer2019-12-31$1,131,918
Employer contributions (assets) at end of year2019-12-31$81,740
Employer contributions (assets) at end of year2019-12-31$81,740
Employer contributions (assets) at beginning of year2019-12-31$30,218
Employer contributions (assets) at beginning of year2019-12-31$30,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,011,192
Contract administrator fees2019-12-31$169,296
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRS CPAS AND ADVISORS
Accountancy firm EIN2019-12-31205694382
2018 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,589,542
Total of all expenses incurred2018-12-31$3,719,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,461,826
Expenses. Certain deemed distributions of participant loans2018-12-31$75,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,933,104
Value of total assets at end of year2018-12-31$48,247,639
Value of total assets at beginning of year2018-12-31$50,377,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,934
Total interest from all sources2018-12-31$387,064
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$999,972
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$999,972
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,848,540
Participant contributions at end of year2018-12-31$459,110
Participant contributions at beginning of year2018-12-31$381,344
Participant contributions at end of year2018-12-31$102,003
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$131,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,129,602
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,247,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,377,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,116,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,945,448
Interest on participant loans2018-12-31$17,234
Interest earned on other investments2018-12-31$369,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,539,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,050,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,730,598
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$952,706
Employer contributions (assets) at end of year2018-12-31$30,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,461,826
Contract administrator fees2018-12-31$181,934
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 name2018-12-31BRS CPAS AND ADVISORS
Accountancy firm EIN2018-12-31205694382
2017 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,290,170
Total of all expenses incurred2017-12-31$2,755,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,562,156
Expenses. Certain deemed distributions of participant loans2017-12-31$42,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,562,979
Value of total assets at end of year2017-12-31$50,377,241
Value of total assets at beginning of year2017-12-31$43,842,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150,748
Total interest from all sources2017-12-31$384,023
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$475,098
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$475,098
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,646,622
Participant contributions at end of year2017-12-31$381,344
Participant contributions at beginning of year2017-12-31$341,174
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,800
Administrative expenses (other) incurred2017-12-31$-6
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$6,534,578
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,377,241
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,842,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,945,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,593,565
Interest on participant loans2017-12-31$12,928
Interest earned on other investments2017-12-31$371,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,050,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,907,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,868,070
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$876,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,562,156
Contract administrator fees2017-12-31$150,754
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 name2017-12-31BRS CPAS AND ADVISORS
Accountancy firm EIN2017-12-31205694382
2016 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,923,053
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,795,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,608,740
Expenses. Certain deemed distributions of participant loans2016-12-31$34,812
Value of total corrective distributions2016-12-31$27,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,340,782
Value of total assets at end of year2016-12-31$43,842,663
Value of total assets at beginning of year2016-12-31$40,714,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,827
Total interest from all sources2016-12-31$379,077
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$388,705
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$388,705
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,540,214
Participant contributions at end of year2016-12-31$341,174
Participant contributions at beginning of year2016-12-31$419,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,021
Administrative expenses (other) incurred2016-12-31$13
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$3,127,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,842,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,714,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,593,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,898,414
Interest on participant loans2016-12-31$10,992
Interest earned on other investments2016-12-31$368,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,907,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,397,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,814,489
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$756,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,608,740
Contract administrator fees2016-12-31$123,814
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 name2016-12-31BRS CPAS AND ADVISORS
Accountancy firm EIN2016-12-31205694382
2015 : OZARKS MEDICAL CENTER RETIREMENT 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$3,684,084
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,134,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,951,071
Expenses. Certain deemed distributions of participant loans2015-12-31$76,379
Value of total corrective distributions2015-12-31$15,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,784,503
Value of total assets at end of year2015-12-31$40,714,692
Value of total assets at beginning of year2015-12-31$41,165,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,714
Total interest from all sources2015-12-31$371,596
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$281,640
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$281,640
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,712,483
Participant contributions at end of year2015-12-31$419,000
Participant contributions at beginning of year2015-12-31$457,511
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$186,142
Administrative expenses (other) incurred2015-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-450,435
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,714,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,165,127
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$26,898,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,495,769
Interest on participant loans2015-12-31$15,360
Interest earned on other investments2015-12-31$356,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,397,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,211,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-753,655
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$885,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,951,071
Contract administrator fees2015-12-31$91,711
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 name2015-12-31BRS CPAS AND ADVISORS
Accountancy firm EIN2015-12-31205694382
2014 : OZARKS MEDICAL CENTER RETIREMENT 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$5,078,320
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,629,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,501,683
Expenses. Certain deemed distributions of participant loans2014-12-31$34,595
Value of total corrective distributions2014-12-31$4,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,297,398
Value of total assets at end of year2014-12-31$41,165,127
Value of total assets at beginning of year2014-12-31$38,716,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,648
Total interest from all sources2014-12-31$362,235
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$500,000
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$2,529,308
Participant contributions at end of year2014-12-31$457,511
Participant contributions at beginning of year2014-12-31$513,691
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,704
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$2,448,511
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,165,127
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,716,616
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$27,495,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,779,771
Interest on participant loans2014-12-31$15,398
Interest earned on other investments2014-12-31$346,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,211,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,423,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,418,687
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$746,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,501,683
Contract administrator fees2014-12-31$88,648
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 name2014-12-31BUSH, RAMLOW AND SHORE
Accountancy firm EIN2014-12-31205694382
2013 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,310,462
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,600,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,396,441
Expenses. Certain deemed distributions of participant loans2013-12-31$121,116
Value of total corrective distributions2013-12-31$9,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,383,693
Value of total assets at end of year2013-12-31$38,716,616
Value of total assets at beginning of year2013-12-31$32,006,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,860
Total interest from all sources2013-12-31$326,977
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,541,288
Participant contributions at end of year2013-12-31$513,691
Participant contributions at beginning of year2013-12-31$530,692
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,024
Administrative expenses (other) incurred2013-12-31$-96
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$6,710,221
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,716,616
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,006,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,779,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,466,018
Interest on participant loans2013-12-31$17,600
Interest earned on other investments2013-12-31$309,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,423,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,009,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,599,792
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$795,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,396,441
Contract administrator fees2013-12-31$72,956
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 name2013-12-31BUSH RAMLOW AND SHORE
Accountancy firm EIN2013-12-31205694382
2012 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,324,502
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,625,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,495,333
Expenses. Certain deemed distributions of participant loans2012-12-31$57,548
Value of total corrective distributions2012-12-31$13,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,295,916
Value of total assets at end of year2012-12-31$32,006,395
Value of total assets at beginning of year2012-12-31$27,307,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,336
Total interest from all sources2012-12-31$304,179
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,485,834
Participant contributions at end of year2012-12-31$530,692
Participant contributions at beginning of year2012-12-31$477,726
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,172
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,698,657
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,006,395
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,307,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,466,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,991,174
Interest on participant loans2012-12-31$16,000
Interest earned on other investments2012-12-31$288,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,009,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,838,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,724,407
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$769,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,495,333
Contract administrator fees2012-12-31$59,336
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 name2012-12-31BUSH, RAMLOW & SHORE, PC
Accountancy firm EIN2012-12-31205694382
2011 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,708,249
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,433,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,338,889
Expenses. Certain deemed distributions of participant loans2011-12-31$27,557
Value of total corrective distributions2011-12-31$14,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,915,318
Value of total assets at end of year2011-12-31$27,189,864
Value of total assets at beginning of year2011-12-31$25,914,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,674
Total interest from all sources2011-12-31$293,808
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,193,975
Participant contributions at end of year2011-12-31$477,726
Participant contributions at beginning of year2011-12-31$395,766
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,627
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$1,274,920
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,189,864
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,914,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,991,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,696,105
Interest on participant loans2011-12-31$12,996
Interest earned on other investments2011-12-31$280,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,720,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,823,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-500,877
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$696,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,338,889
Contract administrator fees2011-12-31$52,674
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 : OZARKS MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,313,465
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,566,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,467,620
Expenses. Certain deemed distributions of participant loans2010-12-31$40,814
Value of total corrective distributions2010-12-31$14,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,792,541
Value of total assets at end of year2010-12-31$25,914,944
Value of total assets at beginning of year2010-12-31$22,167,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,731
Total interest from all sources2010-12-31$274,013
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,019,551
Participant contributions at end of year2010-12-31$395,766
Participant contributions at beginning of year2010-12-31$429,913
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$180,052
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,747,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,914,944
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,167,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,696,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,815,506
Interest on participant loans2010-12-31$13,246
Interest earned on other investments2010-12-31$260,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,823,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,922,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,246,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$592,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,467,620
Contract administrator fees2010-12-31$43,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for OZARKS MEDICAL CENTER RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 2
Insurance contract or identification number08565
Number of Individuals Covered847
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered467
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,504
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,599
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 2
Insurance contract or identification number08565
Number of Individuals Covered782
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered518
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,610
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,275
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered587
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,693
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,087
Insurance broker organization code?3
Insurance broker nameHOWARD, TALONDA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 2
Insurance contract or identification number08565
Number of Individuals Covered671
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered718
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,072
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,509
Insurance broker organization code?3
Insurance broker nameHARSTICK, CATHERINE L
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 2
Insurance contract or identification number08565
Number of Individuals Covered528
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered898
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,719
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,133
Insurance broker organization code?3
Insurance broker nameGIFFORD, MICHAEL D
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered914
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $33,622
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $29,475
Insurance broker organization code?3
Insurance broker nameGIFFORD, MICHAEL D
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered901
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
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered874
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $38,336
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number08565
Policy instance 1
Insurance contract or identification number08565
Number of Individuals Covered829
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $35,948
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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