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APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 401k Plan overview

Plan NameAPPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN
Plan identification number 002

APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APPALACHIAN REGIONAL HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:APPALACHIAN REGIONAL HEALTHCARE, INC.
Employer identification number (EIN):520795508
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about APPALACHIAN REGIONAL HEALTHCARE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2015-05-08
Company Identification Number: F199468
Legal Registered Office Address: 121 STACY DR

PENNINGTON GAP
United States of America (USA)
24277

More information about APPALACHIAN REGIONAL HEALTHCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01JOE GROSSMAN
0022015-07-01JOE GROSSMAN
0022014-07-01JOE GROSSMAN
0022013-07-01JOE GROSSMAN
0022012-07-01JOE GROSSMAN
0022011-07-01JOE GROSSMAN
0022009-07-01ROBERT MOORE

Plan Statistics for APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

401k plan membership statisitcs for APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

Measure Date Value
2022: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-30171,462,419
Acturial value of plan assets2022-06-30155,948,119
Funding target for retired participants and beneficiaries receiving payment2022-06-3095,165,977
Number of terminated vested participants2022-06-301,491
Fundng target for terminated vested participants2022-06-3024,444,549
Active participant vested funding target2022-06-3036,477,645
Number of active participants2022-06-301,010
Total funding liabilities for active participants2022-06-3037,789,116
Total participant count2022-06-304,660
Total funding target for all participants2022-06-30157,399,642
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3014,919,382
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-305,058,476
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-309,860,906
Present value of excess contributions2022-06-303,785,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-304,710,403
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-304,710,403
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3016,979,342
Total employer contributions2022-06-301,652,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-301,582,363
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-303,956,337
Net shortfall amortization installment of oustanding balance2022-06-3018,430,865
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-305,878,423
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-304,789,203
Additional cash requirement2022-06-301,089,220
Contributions allocatedtoward minimum required contributions for current year2022-06-301,582,363
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-014,660
Total number of active participants reported on line 7a of the Form 55002021-07-01985
Number of retired or separated participants receiving benefits2021-07-011,989
Number of other retired or separated participants entitled to future benefits2021-07-011,423
Total of all active and inactive participants2021-07-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01200
Total participants2021-07-014,597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
Market value of plan assets2021-06-30147,261,120
Acturial value of plan assets2021-06-30149,635,654
Funding target for retired participants and beneficiaries receiving payment2021-06-3091,561,045
Number of terminated vested participants2021-06-301,472
Fundng target for terminated vested participants2021-06-3022,017,878
Active participant vested funding target2021-06-3039,377,529
Number of active participants2021-06-301,144
Total funding liabilities for active participants2021-06-3040,777,297
Total participant count2021-06-304,739
Total funding target for all participants2021-06-30154,356,220
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3014,780,924
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-302,580,322
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3012,200,602
Present value of excess contributions2021-06-302,197,566
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-302,277,118
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-302,277,118
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3014,919,382
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-304,653,914
Net shortfall amortization installment of oustanding balance2021-06-3019,639,948
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-306,606,576
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-306,606,576
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-014,739
Total number of active participants reported on line 7a of the Form 55002020-07-011,010
Number of retired or separated participants receiving benefits2020-07-011,975
Number of other retired or separated participants entitled to future benefits2020-07-011,478
Total of all active and inactive participants2020-07-014,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01197
Total participants2020-07-014,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
Market value of plan assets2020-06-30144,289,993
Acturial value of plan assets2020-06-30144,925,190
Funding target for retired participants and beneficiaries receiving payment2020-06-3088,010,680
Number of terminated vested participants2020-06-301,490
Fundng target for terminated vested participants2020-06-3024,683,499
Active participant vested funding target2020-06-3042,350,892
Number of active participants2020-06-301,253
Total funding liabilities for active participants2020-06-3043,956,197
Total participant count2020-06-304,807
Total funding target for all participants2020-06-30156,650,376
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-301,154,198
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-301,149,704
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-304,494
Present value of excess contributions2020-06-3013,971,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3014,776,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-3014,776,168
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3014,780,924
Total employer contributions2020-06-307,008,776
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-306,569,464
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-304,501,522
Net shortfall amortization installment of oustanding balance2020-06-3026,506,110
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-306,952,220
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-302,580,322
Additional cash requirement2020-06-304,371,898
Contributions allocatedtoward minimum required contributions for current year2020-06-306,569,464
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-014,807
Total number of active participants reported on line 7a of the Form 55002019-07-011,144
Number of retired or separated participants receiving benefits2019-07-011,953
Number of other retired or separated participants entitled to future benefits2019-07-011,462
Total of all active and inactive participants2019-07-014,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01180
Total participants2019-07-014,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-30128,664,167
Acturial value of plan assets2019-06-30127,035,488
Funding target for retired participants and beneficiaries receiving payment2019-06-3084,022,755
Number of terminated vested participants2019-06-301,461
Fundng target for terminated vested participants2019-06-3021,136,432
Active participant vested funding target2019-06-3041,302,040
Number of active participants2019-06-301,370
Total funding liabilities for active participants2019-06-3043,043,215
Total participant count2019-06-304,876
Total funding target for all participants2019-06-30148,202,402
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-301,035,559
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-30978,362
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3057,197
Present value of excess contributions2019-06-301,033,062
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-301,093,649
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-301,093,649
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-301,154,198
Total employer contributions2019-06-3019,838,775
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3018,245,819
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-304,143,932
Net shortfall amortization installment of oustanding balance2019-06-3022,321,112
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-305,423,549
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-301,149,704
Additional cash requirement2019-06-304,273,845
Contributions allocatedtoward minimum required contributions for current year2019-06-3018,245,819
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-014,876
Total number of active participants reported on line 7a of the Form 55002018-07-011,253
Number of retired or separated participants receiving benefits2018-07-011,889
Number of other retired or separated participants entitled to future benefits2018-07-011,486
Total of all active and inactive participants2018-07-014,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01179
Total participants2018-07-014,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
Market value of plan assets2018-06-30126,888,873
Acturial value of plan assets2018-06-30124,930,999
Funding target for retired participants and beneficiaries receiving payment2018-06-3080,198,594
Number of terminated vested participants2018-06-301,367
Fundng target for terminated vested participants2018-06-3018,300,504
Active participant vested funding target2018-06-3041,389,467
Number of active participants2018-06-301,585
Total funding liabilities for active participants2018-06-3043,490,603
Total participant count2018-06-304,947
Total funding target for all participants2018-06-30141,989,701
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30870,597
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-30870,597
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30925,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,035,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-301,035,559
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-301,035,559
Total employer contributions2018-06-305,169,086
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-304,865,798
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-304,142,482
Net shortfall amortization installment of oustanding balance2018-06-3018,094,261
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-304,811,098
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-30978,362
Additional cash requirement2018-06-303,832,736
Contributions allocatedtoward minimum required contributions for current year2018-06-304,865,798
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-014,948
Total number of active participants reported on line 7a of the Form 55002017-07-011,370
Number of retired or separated participants receiving benefits2017-07-011,890
Number of other retired or separated participants entitled to future benefits2017-07-011,458
Total of all active and inactive participants2017-07-014,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01158
Total participants2017-07-014,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0114
Market value of plan assets2017-06-30118,657,806
Acturial value of plan assets2017-06-30125,014,342
Funding target for retired participants and beneficiaries receiving payment2017-06-3077,166,238
Number of terminated vested participants2017-06-301,311
Fundng target for terminated vested participants2017-06-3015,960,471
Active participant vested funding target2017-06-3040,664,413
Number of active participants2017-06-301,768
Total funding liabilities for active participants2017-06-3043,128,144
Total participant count2017-06-305,030
Total funding target for all participants2017-06-30136,254,853
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30935,857
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-30935,857
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30862,490
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30870,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30870,597
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30870,597
Total employer contributions2017-06-304,408,069
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-304,150,825
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-304,096,048
Net shortfall amortization installment of oustanding balance2017-06-3012,111,108
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-304,096,048
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-30870,597
Additional cash requirement2017-06-303,225,451
Contributions allocatedtoward minimum required contributions for current year2017-06-304,150,825
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-015,030
Total number of active participants reported on line 7a of the Form 55002016-07-011,585
Number of retired or separated participants receiving benefits2016-07-011,996
Number of other retired or separated participants entitled to future benefits2016-07-011,367
Total of all active and inactive participants2016-07-014,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01120
Total participants2016-07-015,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-015,113
Total number of active participants reported on line 7a of the Form 55002015-07-011,768
Number of retired or separated participants receiving benefits2015-07-011,833
Number of other retired or separated participants entitled to future benefits2015-07-011,309
Total of all active and inactive participants2015-07-014,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01120
Total participants2015-07-015,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0140
2014: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015,256
Total number of active participants reported on line 7a of the Form 55002014-07-011,937
Number of retired or separated participants receiving benefits2014-07-011,777
Number of other retired or separated participants entitled to future benefits2014-07-011,282
Total of all active and inactive participants2014-07-014,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01117
Total participants2014-07-015,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015,392
Total number of active participants reported on line 7a of the Form 55002013-07-012,107
Number of retired or separated participants receiving benefits2013-07-011,712
Number of other retired or separated participants entitled to future benefits2013-07-011,329
Total of all active and inactive participants2013-07-015,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01108
Total participants2013-07-015,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015,460
Total number of active participants reported on line 7a of the Form 55002012-07-012,283
Number of retired or separated participants receiving benefits2012-07-011,669
Number of other retired or separated participants entitled to future benefits2012-07-011,336
Total of all active and inactive participants2012-07-015,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01104
Total participants2012-07-015,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01177
2011: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-015,310
Total number of active participants reported on line 7a of the Form 55002011-07-012,473
Number of retired or separated participants receiving benefits2011-07-011,654
Number of other retired or separated participants entitled to future benefits2011-07-011,233
Total of all active and inactive participants2011-07-015,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01100
Total participants2011-07-015,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0191
2009: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015,164
Total number of active participants reported on line 7a of the Form 55002009-07-012,394
Number of retired or separated participants receiving benefits2009-07-011,552
Number of other retired or separated participants entitled to future benefits2009-07-011,157
Total of all active and inactive participants2009-07-015,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0197
Total participants2009-07-015,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0164

Financial Data on APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

Measure Date Value
2022 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-22,229,550
Total unrealized appreciation/depreciation of assets2022-06-30$-22,229,550
Total income from all sources (including contributions)2022-06-30$-12,910,568
Total loss/gain on sale of assets2022-06-30$2,450,754
Total of all expenses incurred2022-06-30$12,764,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$9,589,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,652,000
Value of total assets at end of year2022-06-30$145,903,407
Value of total assets at beginning of year2022-06-30$171,578,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,175,037
Total interest from all sources2022-06-30$172,398
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$3,393,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$3,393,740
Administrative expenses professional fees incurred2022-06-30$37,766
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$108,537,868
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$123,565,308
Administrative expenses (other) incurred2022-06-30$3,137,271
Total non interest bearing cash at end of year2022-06-30$939,485
Total non interest bearing cash at beginning of year2022-06-30$939,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-25,674,718
Value of net assets at end of year (total assets less liabilities)2022-06-30$145,903,407
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$171,578,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$22,521,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$31,634,576
Interest earned on other investments2022-06-30$134,738
Value of interest in common/collective trusts at end of year2022-06-30$3,278,491
Value of interest in common/collective trusts at beginning of year2022-06-30$2,728,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$37,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$6,334,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$6,199,308
Asset value of US Government securities at end of year2022-06-30$4,292,183
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$1,645,494
Net investment gain or loss from common/collective trusts2022-06-30$4,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,652,000
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$5,758,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$9,589,113
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$753,232
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$50,787,473
Aggregate carrying amount (costs) on sale of assets2022-06-30$48,336,719
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-06-30271235638
2021 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$21,226,740
Total unrealized appreciation/depreciation of assets2021-06-30$21,226,740
Total income from all sources (including contributions)2021-06-30$33,513,904
Total loss/gain on sale of assets2021-06-30$9,028,038
Total of all expenses incurred2021-06-30$15,115,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$9,213,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,758,000
Value of total assets at end of year2021-06-30$165,820,125
Value of total assets at beginning of year2021-06-30$147,422,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$5,902,734
Total interest from all sources2021-06-30$231,161
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$2,370,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$2,370,892
Administrative expenses professional fees incurred2021-06-30$38,882
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$123,565,308
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$101,135,162
Other income not declared elsewhere2021-06-30$462,360
Administrative expenses (other) incurred2021-06-30$5,863,852
Total non interest bearing cash at end of year2021-06-30$939,611
Total non interest bearing cash at beginning of year2021-06-30$814,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$18,397,979
Value of net assets at end of year (total assets less liabilities)2021-06-30$165,820,125
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$147,422,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$31,634,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$30,378,032
Interest earned on other investments2021-06-30$138,678
Value of interest in common/collective trusts at end of year2021-06-30$2,728,090
Value of interest in common/collective trusts at beginning of year2021-06-30$1,248,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$92,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$6,199,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$6,060,630
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$1,551,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$193,826
Net investment gain or loss from common/collective trusts2021-06-30$887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$5,758,000
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$4,297,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,213,191
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$753,232
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$1,937,482
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$30,640,318
Aggregate carrying amount (costs) on sale of assets2021-06-30$21,612,280
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-06-30271235638
2020 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-9,747,037
Total unrealized appreciation/depreciation of assets2020-06-30$-9,747,037
Total income from all sources (including contributions)2020-06-30$11,743,598
Total loss/gain on sale of assets2020-06-30$10,759,038
Total of all expenses incurred2020-06-30$9,235,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,940,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$7,008,776
Value of total assets at end of year2020-06-30$147,422,146
Value of total assets at beginning of year2020-06-30$144,914,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$295,854
Total interest from all sources2020-06-30$629,661
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,173,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$2,173,770
Administrative expenses professional fees incurred2020-06-30$33,901
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$101,135,162
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$74,816,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Administrative expenses (other) incurred2020-06-30$261,953
Total non interest bearing cash at end of year2020-06-30$814,589
Total non interest bearing cash at beginning of year2020-06-30$90,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,507,711
Value of net assets at end of year (total assets less liabilities)2020-06-30$147,422,146
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$144,914,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$30,378,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$30,818,340
Interest earned on other investments2020-06-30$152,516
Value of interest in common/collective trusts at end of year2020-06-30$1,248,234
Value of interest in common/collective trusts at beginning of year2020-06-30$1,758,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,638,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,638,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$477,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$6,060,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$5,908,114
Asset value of US Government securities at end of year2020-06-30$1,551,017
Asset value of US Government securities at beginning of year2020-06-30$2,109,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$898,520
Net investment gain or loss from common/collective trusts2020-06-30$20,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$7,008,776
Employer contributions (assets) at end of year2020-06-30$4,297,000
Employer contributions (assets) at beginning of year2020-06-30$17,432,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,940,033
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$1,937,482
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$10,341,170
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$58,356,163
Aggregate carrying amount (costs) on sale of assets2020-06-30$47,597,125
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-06-30271235638
2019 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-4,289,446
Total unrealized appreciation/depreciation of assets2019-06-30$-4,289,446
Total income from all sources (including contributions)2019-06-30$27,022,059
Total loss/gain on sale of assets2019-06-30$8,158,995
Total of all expenses incurred2019-06-30$10,856,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,485,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$19,855,175
Value of total assets at end of year2019-06-30$144,914,435
Value of total assets at beginning of year2019-06-30$128,749,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,370,902
Total interest from all sources2019-06-30$708,529
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,304,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,304,075
Administrative expenses professional fees incurred2019-06-30$30,751
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$74,816,712
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$67,566,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$820
Administrative expenses (other) incurred2019-06-30$2,340,151
Total non interest bearing cash at end of year2019-06-30$90,421
Total non interest bearing cash at beginning of year2019-06-30$638,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$16,165,178
Value of net assets at end of year (total assets less liabilities)2019-06-30$144,914,435
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$128,749,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$30,818,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$33,708,551
Interest earned on other investments2019-06-30$7,230
Value of interest in common/collective trusts at end of year2019-06-30$1,758,856
Value of interest in common/collective trusts at beginning of year2019-06-30$1,940,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,638,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$417,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$417,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$701,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$5,908,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,755,384
Asset value of US Government securities at end of year2019-06-30$2,109,380
Asset value of US Government securities at beginning of year2019-06-30$1,451,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$101,908
Net investment gain or loss from common/collective trusts2019-06-30$182,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$19,855,175
Employer contributions (assets) at end of year2019-06-30$17,432,775
Employer contributions (assets) at beginning of year2019-06-30$3,121,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,485,979
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$10,341,170
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$14,149,573
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$46,160,194
Aggregate carrying amount (costs) on sale of assets2019-06-30$38,001,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-06-30271235638
2018 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$2,158,379
Total unrealized appreciation/depreciation of assets2018-06-30$2,158,379
Total income from all sources (including contributions)2018-06-30$12,308,736
Total loss/gain on sale of assets2018-06-30$2,956,886
Total of all expenses incurred2018-06-30$10,517,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,237,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,169,086
Value of total assets at end of year2018-06-30$128,749,257
Value of total assets at beginning of year2018-06-30$126,957,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,279,802
Total interest from all sources2018-06-30$740,321
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,816,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,816,637
Administrative expenses professional fees incurred2018-06-30$39,596
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$67,566,425
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$72,137,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$190,014
Administrative expenses (other) incurred2018-06-30$2,240,206
Total non interest bearing cash at end of year2018-06-30$638,713
Total non interest bearing cash at beginning of year2018-06-30$52,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,791,660
Value of net assets at end of year (total assets less liabilities)2018-06-30$128,749,257
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$126,957,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$33,708,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$23,309,527
Interest earned on other investments2018-06-30$236,431
Income. Interest from US Government securities2018-06-30$159,484
Income. Interest from corporate debt instruments2018-06-30$334,316
Value of interest in common/collective trusts at end of year2018-06-30$1,940,175
Value of interest in common/collective trusts at beginning of year2018-06-30$1,515,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$417,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$941,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$941,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$10,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,755,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$5,620,530
Asset value of US Government securities at end of year2018-06-30$1,451,168
Asset value of US Government securities at beginning of year2018-06-30$10,348,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-547,456
Net investment gain or loss from common/collective trusts2018-06-30$14,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,169,086
Employer contributions (assets) at end of year2018-06-30$3,121,062
Employer contributions (assets) at beginning of year2018-06-30$2,552,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$8,237,274
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$14,149,573
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$10,290,830
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$33,226,937
Aggregate carrying amount (costs) on sale of assets2018-06-30$30,270,051
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MCM CPAS AND ADVISORS
Accountancy firm EIN2018-06-30271235638
2017 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$9,996,100
Total unrealized appreciation/depreciation of assets2017-06-30$9,996,100
Total income from all sources (including contributions)2017-06-30$18,359,475
Total loss/gain on sale of assets2017-06-30$764,107
Total of all expenses incurred2017-06-30$10,129,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,032,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,408,069
Value of total assets at end of year2017-06-30$126,957,597
Value of total assets at beginning of year2017-06-30$118,727,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,097,041
Total interest from all sources2017-06-30$666,342
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,085,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,085,738
Administrative expenses professional fees incurred2017-06-30$201,545
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$72,137,004
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$57,290,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$190,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$165,215
Other income not declared elsewhere2017-06-30$385,137
Administrative expenses (other) incurred2017-06-30$1,879,213
Total non interest bearing cash at end of year2017-06-30$52,088
Total non interest bearing cash at beginning of year2017-06-30$18,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,229,785
Value of net assets at end of year (total assets less liabilities)2017-06-30$126,957,597
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$118,727,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$16,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$23,309,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$29,647,758
Interest earned on other investments2017-06-30$24,799
Income. Interest from US Government securities2017-06-30$641,456
Value of interest in common/collective trusts at end of year2017-06-30$1,515,464
Value of interest in common/collective trusts at beginning of year2017-06-30$1,869,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$941,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$599,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$599,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$5,620,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,495,788
Asset value of US Government securities at end of year2017-06-30$10,348,594
Asset value of US Government securities at beginning of year2017-06-30$10,123,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$47,037
Net investment gain or loss from common/collective trusts2017-06-30$6,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$4,408,069
Employer contributions (assets) at end of year2017-06-30$2,552,467
Employer contributions (assets) at beginning of year2017-06-30$2,597,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,032,649
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$10,290,830
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$10,920,200
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$50,412,068
Aggregate carrying amount (costs) on sale of assets2017-06-30$49,647,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MCM CPAS AND ADVISORS
Accountancy firm EIN2017-06-30271235638
2016 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,833,457
Total unrealized appreciation/depreciation of assets2016-06-30$-1,833,457
Total transfer of assets to this plan2016-06-30$6,251
Total income from all sources (including contributions)2016-06-30$6,615,824
Total loss/gain on sale of assets2016-06-30$-595,914
Total of all expenses incurred2016-06-30$9,407,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$7,843,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,546,000
Value of total assets at end of year2016-06-30$118,727,812
Value of total assets at beginning of year2016-06-30$121,513,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,563,681
Total interest from all sources2016-06-30$822,698
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,347,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,347,234
Administrative expenses professional fees incurred2016-06-30$273,744
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$57,290,376
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$57,689,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$165,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$6,267
Administrative expenses (other) incurred2016-06-30$1,289,937
Total non interest bearing cash at end of year2016-06-30$18,288
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,791,569
Value of net assets at end of year (total assets less liabilities)2016-06-30$118,727,812
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$121,513,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$29,647,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$33,509,222
Interest earned on other investments2016-06-30$165,215
Income. Interest from US Government securities2016-06-30$657,483
Value of interest in common/collective trusts at end of year2016-06-30$1,869,578
Value of interest in common/collective trusts at beginning of year2016-06-30$2,306,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$599,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$174,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$174,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,495,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,375,510
Asset value of US Government securities at end of year2016-06-30$10,123,258
Asset value of US Government securities at beginning of year2016-06-30$9,049,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$322,030
Net investment gain or loss from common/collective trusts2016-06-30$966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,546,000
Employer contributions (assets) at end of year2016-06-30$2,597,750
Employer contributions (assets) at beginning of year2016-06-30$2,005,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,843,712
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$10,920,200
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$11,404,012
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$63,815,081
Aggregate carrying amount (costs) on sale of assets2016-06-30$64,410,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2016-06-30271235638
2015 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-982,293
Total unrealized appreciation/depreciation of assets2015-06-30$-982,293
Total transfer of assets to this plan2015-06-30$8,670
Total income from all sources (including contributions)2015-06-30$8,622,355
Total loss/gain on sale of assets2015-06-30$1,213,727
Total of all expenses incurred2015-06-30$8,590,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$7,559,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,462,327
Value of total assets at end of year2015-06-30$121,513,130
Value of total assets at beginning of year2015-06-30$121,472,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,031,013
Total interest from all sources2015-06-30$572,637
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,010,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,010,413
Administrative expenses professional fees incurred2015-06-30$66,559
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$57,689,238
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$60,031,005
Other income not declared elsewhere2015-06-30$21,756
Administrative expenses (other) incurred2015-06-30$964,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$31,856
Value of net assets at end of year (total assets less liabilities)2015-06-30$121,513,130
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$121,472,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$33,509,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$37,941,940
Income. Interest from US Government securities2015-06-30$572,637
Value of interest in common/collective trusts at end of year2015-06-30$2,306,000
Value of interest in common/collective trusts at beginning of year2015-06-30$1,604,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$174,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$695,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$695,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,375,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$9,049,272
Asset value of US Government securities at beginning of year2015-06-30$11,802,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$323,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,462,327
Employer contributions (assets) at end of year2015-06-30$2,005,261
Employer contributions (assets) at beginning of year2015-06-30$1,563,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$7,559,486
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$11,404,012
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$7,834,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$84,885,514
Aggregate carrying amount (costs) on sale of assets2015-06-30$83,671,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-06-30271235638
2014 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,698,050
Total unrealized appreciation/depreciation of assets2014-06-30$4,698,050
Total transfer of assets to this plan2014-06-30$10,570
Total income from all sources (including contributions)2014-06-30$21,200,819
Total loss/gain on sale of assets2014-06-30$737,974
Total of all expenses incurred2014-06-30$8,123,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$7,249,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,372,377
Value of total assets at end of year2014-06-30$121,472,604
Value of total assets at beginning of year2014-06-30$108,385,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$873,967
Total interest from all sources2014-06-30$636,027
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,067,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$2,067,514
Administrative expenses professional fees incurred2014-06-30$55,486
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$60,031,005
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$534
Administrative expenses (other) incurred2014-06-30$803,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$13,076,858
Value of net assets at end of year (total assets less liabilities)2014-06-30$121,472,604
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$108,385,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$14,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$37,941,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$86,847,908
Income. Interest from US Government securities2014-06-30$636,027
Value of interest in common/collective trusts at end of year2014-06-30$1,604,570
Value of interest in common/collective trusts at beginning of year2014-06-30$65,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$695,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$872,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$872,893
Asset value of US Government securities at end of year2014-06-30$11,802,422
Asset value of US Government securities at beginning of year2014-06-30$10,774,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$7,686,058
Net investment gain or loss from common/collective trusts2014-06-30$2,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,372,377
Employer contributions (assets) at end of year2014-06-30$1,563,058
Employer contributions (assets) at beginning of year2014-06-30$1,922,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,249,994
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$7,834,168
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$7,901,709
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$105,515,004
Aggregate carrying amount (costs) on sale of assets2014-06-30$104,777,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MOUNTJOY CHILTON MEDLY LLP
Accountancy firm EIN2014-06-30271235638
2013 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-678,042
Total unrealized appreciation/depreciation of assets2013-06-30$-678,042
Total income from all sources (including contributions)2013-06-30$15,862,011
Total of all expenses incurred2013-06-30$7,831,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,061,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,351,093
Value of total assets at end of year2013-06-30$108,385,176
Value of total assets at beginning of year2013-06-30$100,354,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$770,085
Total interest from all sources2013-06-30$586,634
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$2,491,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$2,491,257
Administrative expenses professional fees incurred2013-06-30$48,033
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$1,798
Administrative expenses (other) incurred2013-06-30$699,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$8,030,519
Value of net assets at end of year (total assets less liabilities)2013-06-30$108,385,176
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$100,354,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$22,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$86,847,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$76,172,288
Income. Interest from US Government securities2013-06-30$586,634
Value of interest in common/collective trusts at end of year2013-06-30$65,790
Value of interest in common/collective trusts at beginning of year2013-06-30$3,413,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$872,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$209,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$209,822
Asset value of US Government securities at end of year2013-06-30$10,774,141
Asset value of US Government securities at beginning of year2013-06-30$10,923,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$7,952,009
Net investment gain or loss from common/collective trusts2013-06-30$157,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,351,093
Employer contributions (assets) at end of year2013-06-30$1,922,735
Employer contributions (assets) at beginning of year2013-06-30$3,629,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$7,061,407
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$7,901,709
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$6,006,098
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MOUNTJOY CHILTON MEDLY LLP
Accountancy firm EIN2013-06-30271235638
2012 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$269,255
Total unrealized appreciation/depreciation of assets2012-06-30$269,255
Total income from all sources (including contributions)2012-06-30$12,601,955
Total loss/gain on sale of assets2012-06-30$116,042
Total of all expenses incurred2012-06-30$7,733,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,083,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$8,541,068
Value of total assets at end of year2012-06-30$100,354,657
Value of total assets at beginning of year2012-06-30$95,485,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$649,947
Total interest from all sources2012-06-30$736,932
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,483,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,483,927
Administrative expenses professional fees incurred2012-06-30$60,298
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$567,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$4,868,791
Value of net assets at end of year (total assets less liabilities)2012-06-30$100,354,657
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$95,485,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$21,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$76,172,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$45,004,345
Income. Interest from US Government securities2012-06-30$398,904
Income. Interest from corporate debt instruments2012-06-30$337,342
Value of interest in common/collective trusts at end of year2012-06-30$3,413,238
Value of interest in common/collective trusts at beginning of year2012-06-30$28,788,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$209,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,244,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,244,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$686
Asset value of US Government securities at end of year2012-06-30$10,923,323
Asset value of US Government securities at beginning of year2012-06-30$8,416,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$1,007,437
Net investment gain or loss from common/collective trusts2012-06-30$447,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$8,541,068
Employer contributions (assets) at end of year2012-06-30$3,629,888
Employer contributions (assets) at beginning of year2012-06-30$3,266,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$7,083,217
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$6,006,098
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$7,448,112
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$317,299
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$20,312,453
Aggregate carrying amount (costs) on sale of assets2012-06-30$20,196,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2012-06-30271235638
2011 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$40,680
Total unrealized appreciation/depreciation of assets2011-06-30$40,680
Total income from all sources (including contributions)2011-06-30$20,093,013
Total loss/gain on sale of assets2011-06-30$-102,024
Total of all expenses incurred2011-06-30$7,334,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$6,709,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$6,959,655
Value of total assets at end of year2011-06-30$95,485,866
Value of total assets at beginning of year2011-06-30$82,726,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$624,868
Total interest from all sources2011-06-30$697,847
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$652,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$652,242
Administrative expenses professional fees incurred2011-06-30$123,986
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$60,982
Administrative expenses (other) incurred2011-06-30$500,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,758,925
Value of net assets at end of year (total assets less liabilities)2011-06-30$95,485,866
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$82,726,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$45,004,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$31,683,316
Income. Interest from corporate debt instruments2011-06-30$680,522
Value of interest in common/collective trusts at end of year2011-06-30$28,788,190
Value of interest in common/collective trusts at beginning of year2011-06-30$29,105,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,244,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,969,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,969,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$17,325
Asset value of US Government securities at end of year2011-06-30$8,416,780
Asset value of US Government securities at beginning of year2011-06-30$9,087,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$8,631,162
Net investment gain or loss from common/collective trusts2011-06-30$3,152,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$6,959,655
Employer contributions (assets) at end of year2011-06-30$3,266,907
Employer contributions (assets) at beginning of year2011-06-30$2,704,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$6,709,220
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$7,448,112
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$6,850,095
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$317,299
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$326,729
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$13,327,333
Aggregate carrying amount (costs) on sale of assets2011-06-30$13,429,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DEAN DORTON FORD PSC
Accountancy firm EIN2011-06-30610997813
2010 : APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

2021: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number704155
Policy instance 1
Insurance contract or identification number704155
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number704155
Policy instance 1
Insurance contract or identification number704155
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number704155
Policy instance 1
Insurance contract or identification number704155
Number of Individuals Covered4739
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number704155
Policy instance 1
Insurance contract or identification number704155
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number510203
Policy instance 1
Insurance contract or identification number510203
Number of Individuals Covered4876
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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