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TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 401k Plan overview

Plan NameTIDALHEALTH PENINSULA REGIONAL 403(B) PLAN
Plan identification number 002

TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

TIDALHEALTH PENINSULA REGIONAL,INC. has sponsored the creation of one or more 401k plans.

Company Name:TIDALHEALTH PENINSULA REGIONAL,INC.
Employer identification number (EIN):520591628
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TIDALHEALTH PENINSULA REGIONAL,INC.

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D00170639

More information about TIDALHEALTH PENINSULA REGIONAL,INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022020-01-01
0022019-01-01BRUCE RITCHIE2020-10-13
0022018-01-01BRUCE RITCHIE2019-10-07
0022017-01-01BRUCE RITCHIE
0022016-01-01BRUCE RITCHIE
0022015-01-01BRUCE RITCHIE
0022014-01-01BRUCE RITCHIE
0022013-01-01BRUCE RITCHIE

Plan Statistics for TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN

401k plan membership statisitcs for TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN

Measure Date Value
2020: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,677
Total number of active participants reported on line 7a of the Form 55002020-01-014,841
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01228
Total of all active and inactive participants2020-01-015,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-015,092
Number of participants with account balances2020-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,404
Total number of active participants reported on line 7a of the Form 55002019-01-013,454
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01215
Total of all active and inactive participants2019-01-013,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,690
Number of participants with account balances2019-01-011,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,219
Total number of active participants reported on line 7a of the Form 55002018-01-013,182
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-013,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-013,391
Number of participants with account balances2018-01-011,768
2017: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,301
Total number of active participants reported on line 7a of the Form 55002017-01-013,016
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01189
Total of all active and inactive participants2017-01-013,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-013,219
Number of participants with account balances2017-01-011,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,168
Total number of active participants reported on line 7a of the Form 55002016-01-013,131
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01162
Total of all active and inactive participants2016-01-013,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-013,301
Number of participants with account balances2016-01-011,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,955
Total number of active participants reported on line 7a of the Form 55002015-01-013,003
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01157
Total of all active and inactive participants2015-01-013,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-013,168
Number of participants with account balances2015-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,871
Total number of active participants reported on line 7a of the Form 55002014-01-012,800
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-012,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,955
Number of participants with account balances2014-01-011,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,146
Total number of active participants reported on line 7a of the Form 55002013-01-012,646
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01217
Total of all active and inactive participants2013-01-012,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,870
Number of participants with account balances2013-01-011,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110

Financial Data on TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN

Measure Date Value
2020 : TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$537,065
Total unrealized appreciation/depreciation of assets2020-12-31$537,065
Total transfer of assets to this plan2020-12-31$5,832,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$31,315,254
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,789,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,657,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,509,754
Value of total assets at end of year2020-12-31$142,011,013
Value of total assets at beginning of year2020-12-31$121,484,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$131,535
Total interest from all sources2020-12-31$93,948
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,111,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,111,009
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,491,002
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,376,062
Assets. Loans (other than to participants) at end of year2020-12-31$1,613,973
Assets. Loans (other than to participants) at beginning of year2020-12-31$1,783,545
Administrative expenses (other) incurred2020-12-31$131,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,526,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$142,011,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$121,484,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$108,022,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,866,557
Value of interest in pooled separate accounts at end of year2020-12-31$3,932,139
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$93,939
Interest earned on other investments2020-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,732,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$27,372,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,063,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,642,690
Employer contributions (assets) at end of year2020-12-31$1,642,690
Employer contributions (assets) at beginning of year2020-12-31$1,462,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,657,573
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,380,555
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,380,555
Total unrealized appreciation/depreciation of assets2019-12-31$12,380,555
Total unrealized appreciation/depreciation of assets2019-12-31$12,380,555
Total income from all sources (including contributions)2019-12-31$29,230,482
Total income from all sources (including contributions)2019-12-31$29,230,482
Total of all expenses incurred2019-12-31$6,237,237
Total of all expenses incurred2019-12-31$6,237,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,127,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,127,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,752,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,752,840
Value of total assets at end of year2019-12-31$121,484,867
Value of total assets at end of year2019-12-31$121,484,867
Value of total assets at beginning of year2019-12-31$98,491,622
Value of total assets at beginning of year2019-12-31$98,491,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,344
Total interest from all sources2019-12-31$3,097,087
Total interest from all sources2019-12-31$3,097,087
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,159,521
Participant contributions at end of year2019-12-31$1,783,545
Participant contributions at end of year2019-12-31$1,783,545
Participant contributions at beginning of year2019-12-31$1,673,513
Participant contributions at beginning of year2019-12-31$1,673,513
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,130,938
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,130,938
Administrative expenses (other) incurred2019-12-31$109,344
Administrative expenses (other) incurred2019-12-31$109,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,993,245
Value of net income/loss2019-12-31$22,993,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,484,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,484,867
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,491,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,491,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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$90,866,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,866,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,924,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,924,836
Interest on participant loans2019-12-31$92,867
Interest on participant loans2019-12-31$92,867
Income. Interest from US Government securities2019-12-31$3,004,220
Income. Interest from US Government securities2019-12-31$3,004,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,372,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$27,372,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,560,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,560,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,462,381
Contributions received in cash from employer2019-12-31$1,462,381
Employer contributions (assets) at end of year2019-12-31$1,462,381
Employer contributions (assets) at end of year2019-12-31$1,462,381
Employer contributions (assets) at beginning of year2019-12-31$1,332,935
Employer contributions (assets) at beginning of year2019-12-31$1,332,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,127,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,127,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,210,608
Total unrealized appreciation/depreciation of assets2018-12-31$-7,210,608
Total income from all sources (including contributions)2018-12-31$8,917,181
Total of all expenses incurred2018-12-31$6,556,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,434,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,280,966
Value of total assets at end of year2018-12-31$98,491,622
Value of total assets at beginning of year2018-12-31$96,131,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,812
Total interest from all sources2018-12-31$3,846,823
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$2,000,000
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
Contributions received from participants2018-12-31$8,371,643
Participant contributions at end of year2018-12-31$1,673,513
Participant contributions at beginning of year2018-12-31$1,575,777
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,576,388
Administrative expenses (other) incurred2018-12-31$122,812
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$2,360,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$98,491,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,131,433
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$71,924,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,174,629
Interest on participant loans2018-12-31$79,906
Income. Interest from US Government securities2018-12-31$3,766,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,560,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,128,596
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$1,332,935
Employer contributions (assets) at end of year2018-12-31$1,332,935
Employer contributions (assets) at beginning of year2018-12-31$1,252,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,434,180
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 name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,220,195
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,139,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,964,928
Expenses. Certain deemed distributions of participant loans2017-12-31$47,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,847,336
Value of total assets at end of year2017-12-31$94,879,003
Value of total assets at beginning of year2017-12-31$78,798,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,225
Total interest from all sources2017-12-31$410,296
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,580,916
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$2,580,916
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,792,369
Participant contributions at end of year2017-12-31$1,575,777
Participant contributions at beginning of year2017-12-31$1,332,942
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,833,340
Other income not declared elsewhere2017-12-31$-13,478
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,080,248
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,879,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,798,755
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
Investment advisory and management fees2017-12-31$11,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,174,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,917,839
Interest on participant loans2017-12-31$64,099
Interest earned on other investments2017-12-31$346,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,128,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,547,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,395,125
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$1,221,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,964,928
Contract administrator fees2017-12-31$116,225
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : TIDALHEALTH PENINSULA REGIONAL 403(B) 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$15,380,206
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,220,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,111,305
Expenses. Certain deemed distributions of participant loans2016-12-31$6,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,585,529
Value of total assets at end of year2016-12-31$78,798,755
Value of total assets at beginning of year2016-12-31$65,639,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,192
Total interest from all sources2016-12-31$336,066
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,922,567
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$1,922,567
Administrative expenses professional fees incurred2016-12-31$10,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,683,955
Participant contributions at end of year2016-12-31$1,332,942
Participant contributions at beginning of year2016-12-31$1,133,243
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,901,574
Other income not declared elsewhere2016-12-31$954
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,159,662
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,798,755
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,639,093
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$58,917,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,680,341
Interest on participant loans2016-12-31$52,513
Interest earned on other investments2016-12-31$283,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,547,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,825,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,535,090
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,111,305
Contract administrator fees2016-12-31$93,192
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : TIDALHEALTH PENINSULA REGIONAL 403(B) 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$8,106,357
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,048,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,984,631
Value of total corrective distributions2015-12-31$14,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,052,043
Value of total assets at end of year2015-12-31$65,639,093
Value of total assets at beginning of year2015-12-31$61,580,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,821
Total interest from all sources2015-12-31$345,316
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,465,740
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$2,465,740
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,412,013
Participant contributions at end of year2015-12-31$1,133,243
Participant contributions at beginning of year2015-12-31$989,108
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,640,030
Other income not declared elsewhere2015-12-31$32,310
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,058,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,639,093
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,580,740
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$50,680,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,686,531
Interest on participant loans2015-12-31$43,790
Interest earned on other investments2015-12-31$301,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,825,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,905,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,789,052
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,984,631
Contract administrator fees2015-12-31$48,821
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 name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : TIDALHEALTH PENINSULA REGIONAL 403(B) 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$10,228,255
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,949,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,898,427
Expenses. Certain deemed distributions of participant loans2014-12-31$37,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,814,383
Value of total assets at end of year2014-12-31$61,580,740
Value of total assets at beginning of year2014-12-31$58,302,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,239
Total interest from all sources2014-12-31$412,325
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,234,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,234,445
Administrative expenses professional fees incurred2014-12-31$10,554
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,106,170
Participant contributions at end of year2014-12-31$989,108
Participant contributions at beginning of year2014-12-31$1,062,478
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$663,913
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,278,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,580,740
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,302,379
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
Investment advisory and management fees2014-12-31$363
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,686,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,297,546
Interest on participant loans2014-12-31$42,564
Interest earned on other investments2014-12-31$369,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,905,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,942,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-232,898
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$1,044,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,898,427
Contract administrator fees2014-12-31$3,322
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 name2014-12-31STEGMAN & COMPANY
Accountancy firm EIN2014-12-31520947747
2013 : TIDALHEALTH PENINSULA REGIONAL 403(B) 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$15,465,366
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,463,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,385,549
Expenses. Certain deemed distributions of participant loans2013-12-31$73,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,940,706
Value of total assets at end of year2013-12-31$58,302,379
Value of total assets at beginning of year2013-12-31$45,300,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,099
Total interest from all sources2013-12-31$369,803
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,224,324
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$1,224,324
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,359,140
Participant contributions at end of year2013-12-31$1,062,478
Participant contributions at beginning of year2013-12-31$849,948
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,532,670
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$4,484
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$13,001,502
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,302,379
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,300,877
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$35,297,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,292,561
Interest on participant loans2013-12-31$39,741
Interest earned on other investments2013-12-31$330,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,942,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,153,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,930,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,048,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,385,549
Contract administrator fees2013-12-31$5,099
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 name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31036605558

Form 5500 Responses for TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN

2020: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIDALHEALTH PENINSULA REGIONAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIDALHEALTH PENINSULA REGIONAL 403(B) 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: TIDALHEALTH PENINSULA REGIONAL 403(B) 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: TIDALHEALTH PENINSULA REGIONAL 403(B) 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TIDALHEALTH PENINSULA REGIONAL 403(B) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number
Policy instance 1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR18887
Policy instance 1
Insurance contract or identification numberCR18887
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-750088
Policy instance 2
Insurance contract or identification numberGA-750088
Number of Individuals Covered284
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893931+007
Policy instance 3
Insurance contract or identification number893931+007
Number of Individuals Covered1687
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number
Policy instance 1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number
Policy instance 1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892931+007
Policy instance 1
Insurance contract or identification number892931+007
Number of Individuals Covered1345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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