?>
Logo

CULPEPER MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameCULPEPER MEDICAL CENTER RETIREMENT PLAN
Plan identification number 002

CULPEPER MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CULPEPER MEMORIAL HOSPITAL, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:CULPEPER MEMORIAL HOSPITAL, INCORPORATED
Employer identification number (EIN):540622371
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CULPEPER MEMORIAL HOSPITAL, INCORPORATED

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1956-03-07
Company Identification Number: 0074333
Legal Registered Office Address: 501 SUNSET LN

CULPEPER
United States of America (USA)
22701

More information about CULPEPER MEMORIAL HOSPITAL, INCORPORATED

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEBBIE BAKER
0022016-01-01DEBBIE BAKER
0022016-01-01
0022015-01-01DEBBIE BAKER
0022014-01-01DEBORAH BAKER
0022013-01-01DEBORAH BAKER
0022012-01-01DEBORAH S. BAKER
0022011-01-01DEBORAH S. BAKER
0022009-01-01DEBORAH BAKER

Plan Statistics for CULPEPER MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for CULPEPER MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2021: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,250
Total number of active participants reported on line 7a of the Form 55002021-01-01672
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-01516
Total of all active and inactive participants2021-01-011,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,228
Number of participants with account balances2021-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,239
Total number of active participants reported on line 7a of the Form 55002020-01-01713
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-01509
Total of all active and inactive participants2020-01-011,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,250
Number of participants with account balances2020-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0195
2019: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,089
Total number of active participants reported on line 7a of the Form 55002019-01-01752
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-01457
Total of all active and inactive participants2019-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,239
Number of participants with account balances2019-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01995
Total number of active participants reported on line 7a of the Form 55002018-01-01676
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-01409
Total of all active and inactive participants2018-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,119
Number of participants with account balances2018-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01913
Total number of active participants reported on line 7a of the Form 55002017-01-01650
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01327
Total of all active and inactive participants2017-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01990
Number of participants with account balances2017-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01903
Total number of active participants reported on line 7a of the Form 55002016-01-01619
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01279
Total of all active and inactive participants2016-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01913
Number of participants with account balances2016-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01879
Total number of active participants reported on line 7a of the Form 55002015-01-01580
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01308
Total of all active and inactive participants2015-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01903
Number of participants with account balances2015-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01972
Total number of active participants reported on line 7a of the Form 55002014-01-01552
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01315
Total of all active and inactive participants2014-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01879
Number of participants with account balances2014-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01940
Total number of active participants reported on line 7a of the Form 55002013-01-01661
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01300
Total of all active and inactive participants2013-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01972
Number of participants with account balances2013-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,167
Total number of active participants reported on line 7a of the Form 55002012-01-01698
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01242
Total of all active and inactive participants2012-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01940
Number of participants with account balances2012-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01963
Total number of active participants reported on line 7a of the Form 55002011-01-01911
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01251
Total of all active and inactive participants2011-01-011,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,167
Number of participants with account balances2011-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01794
Total number of active participants reported on line 7a of the Form 55002009-01-01817
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01250
Total of all active and inactive participants2009-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,070
Number of participants with account balances2009-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on CULPEPER MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2021 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$51,125,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,251,886
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,049,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,943,849
Expenses. Certain deemed distributions of participant loans2021-12-31$-200,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,587,495
Value of total assets at end of year2021-12-31$4,809,625
Value of total assets at beginning of year2021-12-31$52,733,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$306,175
Total interest from all sources2021-12-31$248,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,338,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,338,652
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,835,822
Participant contributions at end of year2021-12-31$56,023
Participant contributions at beginning of year2021-12-31$864,932
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,473,703
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$217,337
Other income not declared elsewhere2021-12-31$188,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,202,037
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,809,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,733,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$91,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,945,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,370,281
Interest on participant loans2021-12-31$36,459
Interest earned on other investments2021-12-31$211,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,807,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,024,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,888,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,534,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,943,849
Contract administrator fees2021-12-31$214,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-12-31541149263
2020 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,216,902
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,987,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,626,285
Expenses. Certain deemed distributions of participant loans2020-12-31$71,710
Value of total corrective distributions2020-12-31$208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,087,011
Value of total assets at end of year2020-12-31$52,733,146
Value of total assets at beginning of year2020-12-31$47,503,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$288,866
Total interest from all sources2020-12-31$380,454
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,109,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,109,290
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,606,818
Participant contributions at end of year2020-12-31$864,932
Participant contributions at beginning of year2020-12-31$933,626
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,473,703
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,621,063
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,064,160
Other income not declared elsewhere2020-12-31$82,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,229,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,733,146
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,503,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$92,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,370,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,956,923
Interest on participant loans2020-12-31$43,586
Interest earned on other investments2020-12-31$336,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,024,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,991,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,557,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,416,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,626,285
Contract administrator fees2020-12-31$196,654
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2020-12-31541149263
2019 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,433,641
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,249,289
Total of all expenses incurred2019-12-31$3,249,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,952,413
Expenses. Certain deemed distributions of participant loans2019-12-31$11,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,536,762
Value of total assets at end of year2019-12-31$47,503,313
Value of total assets at end of year2019-12-31$47,503,313
Value of total assets at beginning of year2019-12-31$40,318,961
Value of total assets at beginning of year2019-12-31$40,318,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$285,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$285,071
Total interest from all sources2019-12-31$401,205
Total interest from all sources2019-12-31$401,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,084,247
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,084,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,084,247
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,084,247
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,613,460
Contributions received from participants2019-12-31$2,613,460
Participant contributions at end of year2019-12-31$933,626
Participant contributions at end of year2019-12-31$933,626
Participant contributions at beginning of year2019-12-31$828,074
Participant contributions at beginning of year2019-12-31$828,074
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,621,063
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,621,063
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,438,641
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,438,641
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$565,253
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$565,253
Other income not declared elsewhere2019-12-31$76,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,184,352
Value of net income/loss2019-12-31$7,184,352
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,503,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,503,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,318,961
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,318,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,212
Investment advisory and management fees2019-12-31$76,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,956,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,956,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,160,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,160,167
Interest on participant loans2019-12-31$37,256
Interest on participant loans2019-12-31$37,256
Interest earned on other investments2019-12-31$363,949
Interest earned on other investments2019-12-31$363,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,991,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,991,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,892,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,892,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,335,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,335,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,358,049
Contributions received in cash from employer2019-12-31$1,358,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,952,413
Contract administrator fees2019-12-31$208,859
Contract administrator fees2019-12-31$208,859
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
Accountancy firm EIN2019-12-31541149263
2018 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,054,159
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,280,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,038,499
Expenses. Certain deemed distributions of participant loans2018-12-31$3,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,164,079
Value of total assets at end of year2018-12-31$40,318,961
Value of total assets at beginning of year2018-12-31$42,545,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$238,502
Total interest from all sources2018-12-31$359,539
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,098,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,098,047
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,342,153
Participant contributions at end of year2018-12-31$828,074
Participant contributions at beginning of year2018-12-31$918,703
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,438,641
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,401,270
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$595,538
Other income not declared elsewhere2018-12-31$88,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,226,769
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,318,961
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,545,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$69,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,160,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,315,210
Interest on participant loans2018-12-31$34,794
Interest earned on other investments2018-12-31$324,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,892,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,910,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,655,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,226,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,038,499
Contract administrator fees2018-12-31$168,890
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-12-31541149263
2017 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,295,169
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,667,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,436,715
Expenses. Certain deemed distributions of participant loans2017-12-31$30,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,473,104
Value of total assets at end of year2017-12-31$42,545,730
Value of total assets at beginning of year2017-12-31$37,917,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200,272
Total interest from all sources2017-12-31$336,802
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$886,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$886,715
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,180,452
Participant contributions at end of year2017-12-31$918,703
Participant contributions at beginning of year2017-12-31$760,384
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,401,270
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,717,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$154,047
Other income not declared elsewhere2017-12-31$69,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,627,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,545,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,917,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,315,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,518,426
Interest on participant loans2017-12-31$30,608
Interest earned on other investments2017-12-31$306,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,910,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,921,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,529,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,138,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,436,715
Contract administrator fees2017-12-31$147,951
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-12-31541149263
2016 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,608,536
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,116,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,911,546
Expenses. Certain deemed distributions of participant loans2016-12-31$40,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,605,187
Value of total assets at end of year2016-12-31$37,917,838
Value of total assets at beginning of year2016-12-31$35,425,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$163,891
Total interest from all sources2016-12-31$134,012
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$703,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$703,286
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,054,938
Participant contributions at end of year2016-12-31$760,384
Participant contributions at beginning of year2016-12-31$841,141
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,717,864
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$436,077
Other income not declared elsewhere2016-12-31$267,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,492,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,917,838
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,425,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,518,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,838,316
Interest on participant loans2016-12-31$27,809
Interest earned on other investments2016-12-31$106,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,921,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,746,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$898,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,114,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,911,546
Contract administrator fees2016-12-31$163,891
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2016-12-31541149263
2015 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,105,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,351,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,202,580
Expenses. Certain deemed distributions of participant loans2015-12-31$40,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,840,137
Value of total assets at end of year2015-12-31$35,425,582
Value of total assets at beginning of year2015-12-31$35,671,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$108,709
Total interest from all sources2015-12-31$382,640
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,065,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,065,216
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,859,243
Participant contributions at end of year2015-12-31$841,141
Participant contributions at beginning of year2015-12-31$829,889
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$182,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-245,639
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,425,582
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,671,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,838,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,901,989
Interest on participant loans2015-12-31$28,358
Interest earned on other investments2015-12-31$354,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,746,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,939,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,182,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$798,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,202,580
Contract administrator fees2015-12-31$108,709
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-12-31541149263
2014 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,342,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,637,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,565,677
Expenses. Certain deemed distributions of participant loans2014-12-31$1,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,723,077
Value of total assets at end of year2014-12-31$35,671,221
Value of total assets at beginning of year2014-12-31$35,965,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,590
Total interest from all sources2014-12-31$381,602
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,611,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,611,782
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,650,515
Participant contributions at end of year2014-12-31$829,889
Participant contributions at beginning of year2014-12-31$671,502
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$940,390
Other income not declared elsewhere2014-12-31$5,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-294,635
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,671,221
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,965,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,901,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,582,035
Interest on participant loans2014-12-31$25,447
Interest earned on other investments2014-12-31$356,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,939,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,712,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-379,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,565,677
Contract administrator fees2014-12-31$69,590
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2014-12-31541149263
2013 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,610,335
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,629,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,597,336
Expenses. Certain deemed distributions of participant loans2013-12-31$18,352
Value of total corrective distributions2013-12-31$4,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,364,358
Value of total assets at end of year2013-12-31$35,965,856
Value of total assets at beginning of year2013-12-31$31,985,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,413
Total interest from all sources2013-12-31$387,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$940,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$940,437
Administrative expenses professional fees incurred2013-12-31$8,229
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,777,402
Participant contributions at end of year2013-12-31$671,502
Participant contributions at beginning of year2013-12-31$579,752
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,980,601
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,965,856
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,985,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,582,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,119,972
Interest on participant loans2013-12-31$19,816
Interest earned on other investments2013-12-31$367,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,712,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,267,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,918,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$448,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,597,336
Contract administrator fees2013-12-31$1,184
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2013-12-31541149263
2012 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,597
Total income from all sources (including contributions)2012-12-31$5,129,457
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,476,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,414,264
Expenses. Certain deemed distributions of participant loans2012-12-31$13,287
Value of total corrective distributions2012-12-31$45,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,566,968
Value of total assets at end of year2012-12-31$31,985,255
Value of total assets at beginning of year2012-12-31$28,364,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,028
Total interest from all sources2012-12-31$476,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$418,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$418,764
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,693,492
Participant contributions at end of year2012-12-31$579,752
Participant contributions at beginning of year2012-12-31$420,805
Participant contributions at beginning of year2012-12-31$60,112
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$348,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$35,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,597
Total non interest bearing cash at beginning of year2012-12-31$10,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$3,653,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,985,255
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,332,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,119,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,216,581
Interest on participant loans2012-12-31$18,265
Interest earned on other investments2012-12-31$458,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,267,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,592,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,667,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$524,868
Employer contributions (assets) at beginning of year2012-12-31$24,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,414,264
Contract administrator fees2012-12-31$3,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2012-12-31541149263
2011 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,973
Total income from all sources (including contributions)2011-12-31$2,254,802
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,960,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,957,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,232,100
Value of total assets at end of year2011-12-31$28,364,702
Value of total assets at beginning of year2011-12-31$28,068,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,965
Total interest from all sources2011-12-31$441,918
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$283,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$283,258
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,550,694
Participant contributions at end of year2011-12-31$420,805
Participant contributions at beginning of year2011-12-31$462,799
Participant contributions at end of year2011-12-31$60,112
Participant contributions at beginning of year2011-12-31$50,598
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$53,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$35,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$30,973
Total non interest bearing cash at end of year2011-12-31$10,670
Total non interest bearing cash at beginning of year2011-12-31$10,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$294,681
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,332,105
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,037,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,216,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,988,445
Interest on participant loans2011-12-31$19,504
Interest earned on other investments2011-12-31$422,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,592,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,493,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-702,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$628,110
Employer contributions (assets) at end of year2011-12-31$24,125
Employer contributions (assets) at beginning of year2011-12-31$23,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,957,156
Contract administrator fees2011-12-31$2,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2011-12-31541149263
2010 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,067
Total income from all sources (including contributions)2010-12-31$4,149,016
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,014,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,011,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,865,689
Value of total assets at end of year2010-12-31$28,068,397
Value of total assets at beginning of year2010-12-31$25,930,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,555
Total interest from all sources2010-12-31$406,582
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$314,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$314,179
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,489,438
Participant contributions at end of year2010-12-31$462,799
Participant contributions at beginning of year2010-12-31$422,858
Participant contributions at end of year2010-12-31$50,598
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$214,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$27,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$30,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$28,067
Total non interest bearing cash at end of year2010-12-31$10,673
Total non interest bearing cash at beginning of year2010-12-31$10,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,134,521
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,037,424
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,902,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,988,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,951,133
Interest on participant loans2010-12-31$20,798
Interest earned on other investments2010-12-31$385,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,493,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,510,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,562,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$161,999
Employer contributions (assets) at end of year2010-12-31$23,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,011,940
Contract administrator fees2010-12-31$2,555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2010-12-31541149263
2009 : CULPEPER MEDICAL CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CULPEPER MEDICAL CENTER RETIREMENT PLAN

2021: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CULPEPER MEDICAL CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX24819
Policy instance 3
Insurance contract or identification numberEX24819
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,025
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,025
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893046-007
Policy instance 2
Insurance contract or identification number893046-007
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR24819
Policy instance 1
Insurance contract or identification numberCR24819
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,527
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX24819
Policy instance 3
Insurance contract or identification numberEX24819
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,043
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,043
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893046-007
Policy instance 2
Insurance contract or identification number893046-007
Number of Individuals Covered743
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,470
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,470
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR24819
Policy instance 1
Insurance contract or identification numberCR24819
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,838
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,838
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR24819
Policy instance 1
Insurance contract or identification numberCR24819
Number of Individuals Covered191
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,350
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893046-007
Policy instance 2
Insurance contract or identification number893046-007
Number of Individuals Covered727
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,950
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,950
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX24819
Policy instance 3
Insurance contract or identification numberEX24819
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $983
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $983
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX24819
Policy instance 3
Insurance contract or identification numberEX24819
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $979
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $979
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893046-007
Policy instance 2
Insurance contract or identification number893046-007
Number of Individuals Covered555
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,341
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR24819
Policy instance 1
Insurance contract or identification numberCR24819
Number of Individuals Covered198
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,461
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,461
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberEX24819
Policy instance 3
Insurance contract or identification numberEX24819
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893046-007
Policy instance 2
Insurance contract or identification number893046-007
Number of Individuals Covered554
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,391
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,391
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR24819
Policy instance 1
Insurance contract or identification numberCR24819
Number of Individuals Covered230
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,005
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

Potentially related plans

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

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

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

See full terms and conditions

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