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BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN
Plan identification number 001

BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BUCHANAN GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BUCHANAN GENERAL HOSPITAL
Employer identification number (EIN):540895648
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01TERESA V. COLEMAN2021-10-07 TERESA V. COLEMAN2021-10-07
0012020-01-01TERESA V. COLEMAN2021-10-07 TERESA V. COLEMAN2021-10-07
0012019-01-01TERESA V. COLEMAN2020-10-14 TERESA V. COLEMAN2020-10-14
0012018-01-01
0012017-01-01TERESA COLEMAN
0012016-01-01WANDA STILTNER
0012015-01-01WANDA STILTNER
0012014-01-01WANDA STILTNER
0012013-01-01WANDA STILTNER WANDA STILTNER2014-08-22
0012012-01-01WANDA STILTNER WANDA STILTNER2013-10-11
0012011-01-01WANDA STILTNER WANDA STILTNER2012-10-08
0012010-01-01WANDA STILTNER WANDA STILTNER2011-10-13
0012009-01-01WANDA STILTNER

Plan Statistics for BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01297
Total number of active participants reported on line 7a of the Form 55002022-01-01217
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01289
Number of participants with account balances2022-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01269
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01322
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01299
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01324
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01319
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01326
Total participants2018-01-01326
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01244
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01318
Total participants2017-01-01318
Number of participants with account balances2017-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01322
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01333
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01311
Total number of active participants reported on line 7a of the Form 55002015-01-01233
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01317
Number of participants with account balances2015-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01321
Number of participants with account balances2013-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01341
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01330
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01381
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01126
Total of all active and inactive participants2011-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01380
Number of participants with account balances2011-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01392
Total number of active participants reported on line 7a of the Form 55002010-01-01274
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01142
Total of all active and inactive participants2010-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01416
Number of participants with account balances2010-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01395
Total number of active participants reported on line 7a of the Form 55002009-01-01286
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01373
Number of participants with account balances2009-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,144,891
Total of all expenses incurred2022-12-31$437,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$368,414
Expenses. Certain deemed distributions of participant loans2022-12-31$14,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$360,903
Value of total assets at end of year2022-12-31$10,861,104
Value of total assets at beginning of year2022-12-31$12,443,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,855
Total interest from all sources2022-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$336,240
Participant contributions at end of year2022-12-31$37,636
Participant contributions at beginning of year2022-12-31$24,533
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,665
Total non interest bearing cash at end of year2022-12-31$4,873
Total non interest bearing cash at beginning of year2022-12-31$4,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,582,679
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,861,104
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,443,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,703,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,263,288
Interest on participant loans2022-12-31$1,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$114,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,151,670
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$22,847
Net investment gain/loss from pooled separate accounts2022-12-31$-1,529,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$24,663
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$368,414
Contract administrator fees2022-12-31$51,190
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2022-12-31541781508
2021 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,526,438
Total of all expenses incurred2021-12-31$1,081,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,023,720
Expenses. Certain deemed distributions of participant loans2021-12-31$2,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$374,389
Value of total assets at end of year2021-12-31$12,443,783
Value of total assets at beginning of year2021-12-31$11,999,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,488
Total interest from all sources2021-12-31$1,109
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$340,679
Participant contributions at end of year2021-12-31$24,533
Participant contributions at beginning of year2021-12-31$193,852
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,114
Total non interest bearing cash at end of year2021-12-31$4,292
Total non interest bearing cash at beginning of year2021-12-31$8,890
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$444,554
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,443,783
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,999,229
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,263,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,113,730
Interest on participant loans2021-12-31$1,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,151,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,682,757
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$54,379
Net investment gain/loss from pooled separate accounts2021-12-31$1,096,561
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$18,680
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,023,720
Contract administrator fees2021-12-31$53,374
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2021-12-31541781508
2020 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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$1,678,087
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,614,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,551,904
Value of total corrective distributions2020-12-31$15,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$371,175
Value of total assets at end of year2020-12-31$11,999,229
Value of total assets at beginning of year2020-12-31$11,935,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,920
Total interest from all sources2020-12-31$3,700
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
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$349,487
Participant contributions at end of year2020-12-31$193,852
Participant contributions at beginning of year2020-12-31$236,251
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,469
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8,890
Total non interest bearing cash at beginning of year2020-12-31$9,159
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$63,785
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,999,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,935,444
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$4,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,113,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,880,213
Interest on participant loans2020-12-31$3,381
Interest earned on other investments2020-12-31$319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,682,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,809,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,990
Net investment gain/loss from pooled separate accounts2020-12-31$1,251,222
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$20,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,551,904
Contract administrator fees2020-12-31$42,400
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 name2020-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2020-12-31541781508
2019 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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$2,135,267
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,427,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,408,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$513,336
Value of total assets at end of year2019-12-31$11,935,444
Value of total assets at beginning of year2019-12-31$11,227,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,476
Total interest from all sources2019-12-31$82,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$373,819
Participant contributions at end of year2019-12-31$236,251
Participant contributions at beginning of year2019-12-31$164,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$9,159
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$707,853
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,935,444
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,227,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,880,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,791,774
Interest on participant loans2019-12-31$9,260
Interest earned on other investments2019-12-31$72,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,809,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,271,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$817,310
Net investment gain/loss from pooled separate accounts2019-12-31$722,483
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,408,938
Contract administrator fees2019-12-31$16,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2019-12-31541781508
2018 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$658
Total of all expenses incurred2018-12-31$976,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$980,065
Expenses. Certain deemed distributions of participant loans2018-12-31$-3,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$460,563
Value of total assets at end of year2018-12-31$11,227,591
Value of total assets at beginning of year2018-12-31$12,203,386
Total interest from all sources2018-12-31$85,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$340,985
Participant contributions at end of year2018-12-31$164,164
Participant contributions at beginning of year2018-12-31$113,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-975,795
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,227,591
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,203,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,791,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,600,505
Interest on participant loans2018-12-31$4,083
Interest earned on other investments2018-12-31$81,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,271,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,489,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-545,875
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$23,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$980,065
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 name2018-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2018-12-31541781508
2017 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,539,368
Total of all expenses incurred2017-12-31$596,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$557,041
Expenses. Certain deemed distributions of participant loans2017-12-31$37,113
Value of total corrective distributions2017-12-31$1,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$373,062
Value of total assets at end of year2017-12-31$12,203,386
Value of total assets at beginning of year2017-12-31$11,260,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-10
Total interest from all sources2017-12-31$92,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$351,823
Participant contributions at end of year2017-12-31$113,681
Participant contributions at beginning of year2017-12-31$140,837
Administrative expenses (other) incurred2017-12-31$-10
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$943,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,203,386
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,260,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,600,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,700,097
Interest on participant loans2017-12-31$4,792
Interest earned on other investments2017-12-31$87,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,489,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,419,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,074,098
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$21,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$557,041
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 name2017-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2017-12-31541781508
2016 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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$1,175,560
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,029,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,014,218
Expenses. Certain deemed distributions of participant loans2016-12-31$12,972
Value of total corrective distributions2016-12-31$2,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$463,961
Value of total assets at end of year2016-12-31$11,260,108
Value of total assets at beginning of year2016-12-31$11,114,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$93,389
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$351,132
Participant contributions at end of year2016-12-31$140,837
Participant contributions at beginning of year2016-12-31$162,793
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$90,188
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$145,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,260,108
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,114,261
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$6,700,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,516,110
Interest on participant loans2016-12-31$5,229
Interest earned on other investments2016-12-31$88,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,419,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,435,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$618,210
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$22,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,014,218
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 name2016-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2016-12-31541781508
2015 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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$349,741
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$280,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$274,262
Expenses. Certain deemed distributions of participant loans2015-12-31$4,166
Value of total corrective distributions2015-12-31$1,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$363,603
Value of total assets at end of year2015-12-31$11,114,261
Value of total assets at beginning of year2015-12-31$11,044,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$87,594
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$344,701
Participant contributions at end of year2015-12-31$162,793
Participant contributions at beginning of year2015-12-31$154,825
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,895
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$69,681
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,114,261
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,044,580
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$6,516,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,884,253
Interest on participant loans2015-12-31$5,035
Interest earned on other investments2015-12-31$82,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,435,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,005,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-101,456
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$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$274,262
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 name2015-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2015-12-31541781508
2014 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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$962,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$351,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$284,622
Expenses. Certain deemed distributions of participant loans2014-12-31$63,922
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$348,023
Value of total assets at end of year2014-12-31$11,044,580
Value of total assets at beginning of year2014-12-31$10,433,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,759
Total interest from all sources2014-12-31$82,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$348,023
Participant contributions at end of year2014-12-31$154,825
Participant contributions at beginning of year2014-12-31$145,944
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$611,064
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,044,580
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,433,516
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$6,884,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,503,204
Interest on participant loans2014-12-31$5,776
Interest earned on other investments2014-12-31$76,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,005,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,784,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$531,844
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$284,622
Contract administrator fees2014-12-31$2,759
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 name2014-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2014-12-31541781508
2013 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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$1,682,618
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$747,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$710,560
Expenses. Certain deemed distributions of participant loans2013-12-31$34,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$335,967
Value of total assets at end of year2013-12-31$10,433,516
Value of total assets at beginning of year2013-12-31$9,498,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,808
Total interest from all sources2013-12-31$78,013
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$335,967
Participant contributions at end of year2013-12-31$145,944
Participant contributions at beginning of year2013-12-31$93,497
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$934,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,433,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,498,772
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$6,503,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,736,966
Interest on participant loans2013-12-31$4,204
Interest earned on other investments2013-12-31$73,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,784,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,668,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,268,638
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$710,560
Contract administrator fees2013-12-31$2,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2013-12-31541781508
2012 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,122,793
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$457,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$445,241
Expenses. Certain deemed distributions of participant loans2012-12-31$9,278
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$375,717
Value of total assets at end of year2012-12-31$9,498,772
Value of total assets at beginning of year2012-12-31$8,833,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,229
Total interest from all sources2012-12-31$87,006
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$422
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$422
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$352,305
Participant contributions at end of year2012-12-31$93,497
Participant contributions at beginning of year2012-12-31$92,892
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$665,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,498,772
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,833,727
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$5,736,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,423,007
Interest on participant loans2012-12-31$3,713
Interest earned on other investments2012-12-31$83,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,668,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,317,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$659,648
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$23,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$445,241
Contract administrator fees2012-12-31$3,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31OWENS CPA & ASSOCIATES
Accountancy firm EIN2012-12-31341781508
2011 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$590,748
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$552,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$485,863
Expenses. Certain deemed distributions of participant loans2011-12-31$66,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$479,967
Value of total assets at end of year2011-12-31$8,833,727
Value of total assets at beginning of year2011-12-31$8,795,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$110,483
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$593
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$593
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$411,599
Participant contributions at end of year2011-12-31$92,892
Participant contributions at beginning of year2011-12-31$162,054
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,704
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$38,037
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,833,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,795,690
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$5,423,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,362,264
Interest on participant loans2011-12-31$5,671
Interest earned on other investments2011-12-31$104,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,317,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,271,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-295
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$12,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$485,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31OWENS CPA & ASSOCIATES, PC
Accountancy firm EIN2011-12-31541781508
2010 : BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,177,782
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$185,716
Expenses. Certain deemed distributions of participant loans2010-12-31$33,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$453,648
Value of total assets at end of year2010-12-31$8,795,690
Value of total assets at beginning of year2010-12-31$7,836,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$110,991
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$795
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$795
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$376,706
Participant contributions at end of year2010-12-31$162,054
Participant contributions at beginning of year2010-12-31$149,049
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$959,007
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,795,690
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,836,683
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$5,362,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,717,265
Interest on participant loans2010-12-31$5,533
Interest earned on other investments2010-12-31$105,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,271,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,970,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$612,348
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$76,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$185,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OWENS CPA & ASSOCIATES, PC
Accountancy firm EIN2010-12-31541781508

Form 5500 Responses for BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN

2022: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2014: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 2
Insurance contract or identification number66322
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $173
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140725
Policy instance 1
Insurance contract or identification number140725
Number of Individuals Covered285
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,632
Total amount of fees paid to insurance companyUSD $5,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,632
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5144
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 2
Insurance contract or identification number66322
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $285
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $265
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140725
Policy instance 1
Insurance contract or identification number140725
Number of Individuals Covered211
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,467
Total amount of fees paid to insurance companyUSD $5,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,467
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5312
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 2
Insurance contract or identification number66322
Number of Individuals Covered106
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $31
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $31
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140725
Policy instance 1
Insurance contract or identification number140725
Number of Individuals Covered324
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,679
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 2
Insurance contract or identification number66322
Number of Individuals Covered118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140725
Policy instance 1
Insurance contract or identification number140725
Number of Individuals Covered338
Insurance policy start date2019-08-09
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $46,882
Total amount of fees paid to insurance companyUSD $725
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,091
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees725
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered262
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,323
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,637
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,336
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,925
Insurance broker organization code?3
Insurance broker nameOLEWINK, JUSTIN R
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered271
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,396
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,938
Insurance broker organization code?3
Insurance broker nameBEUTTEL, MICHAEL H
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered260
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,845
Insurance broker organization code?3
Insurance broker nameBEUTTEL, MICHAEL H
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered306
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,248
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered304
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,645
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,164
Insurance broker organization code?3
Insurance broker nameTALBOT, CHRISTOPHER T
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered354
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66322
Policy instance 1
Insurance contract or identification number66322
Number of Individuals Covered383
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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