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WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameWESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN
Plan identification number 001

WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES, INC.
Employer identification number (EIN):561852922
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01CODY MCKINNEY2022-10-14
0012020-01-01THOMAS KENNEDY2021-10-14
0012019-01-01THOMAS KENNEDY2020-07-09
0012018-01-01THOMAS KENNEDY2018-09-27
0012017-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01THOMAS KENNEDY
0012014-01-01THOMAS KENNEDY
0012013-01-01THOMAS KENNEDY
0012012-01-01THOMAS KENNEDY
0012011-01-01THOMAS KENNEDY
0012009-01-01THOMAS KENNEDY
0012009-01-01THOMAS KENNEDY
0012008-01-01KATHERINE CHAPPELL
0012007-01-01KATHERINE CHAPPELL
0012006-01-01KATHERINE CHAPPELL
0012005-01-01KATHERINE CHAPPELL
0012004-01-01KATHERINE CHAPPELL
0012003-01-01KATHERINE CHAPPELL
0012002-01-01KATHERINE CHAPPELL
0012001-01-01KATHERINE CHAPPELL
0012000-01-01KATHERINE CHAPPELL
0011999-01-01KATHERINE CHAPPELL
0011998-01-01KATHERINE CHAPPELL

Plan Statistics for WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN

Measure Date Value
2023: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01274
Total number of active participants reported on line 7a of the Form 55002023-01-01257
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0129
Total of all active and inactive participants2023-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01289
Number of participants with account balances2023-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0139
2022: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01232
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01268
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01206
Total number of active participants reported on line 7a of the Form 55002021-01-01182
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01218
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01192
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-01185
Total participants2017-01-01185
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01221
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01212
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01207
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01194
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01207
Total participants2012-01-01207
Number of participants with account balances2012-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01194
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN

Measure Date Value
2023 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,097
Total income from all sources (including contributions)2023-12-31$2,594,940
Total of all expenses incurred2023-12-31$854,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$797,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,582,750
Value of total assets at end of year2023-12-31$7,145,238
Value of total assets at beginning of year2023-12-31$5,406,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,973
Total interest from all sources2023-12-31$7,227
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$129,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$129,422
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$849,070
Participant contributions at end of year2023-12-31$96,940
Participant contributions at beginning of year2023-12-31$120,242
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$320,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,740,314
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,145,238
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,404,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,988,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,144,423
Interest on participant loans2023-12-31$5,880
Interest earned on other investments2023-12-31$1,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$59,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$141,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$875,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$412,977
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$797,653
Contract administrator fees2023-12-31$56,973
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TERRY L HORNE CPA
Accountancy firm EIN2023-12-31621867889
2022 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,469
Total income from all sources (including contributions)2022-12-31$64,534
Total of all expenses incurred2022-12-31$510,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$462,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$985,191
Value of total assets at end of year2022-12-31$5,406,021
Value of total assets at beginning of year2022-12-31$5,853,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,113
Total interest from all sources2022-12-31$6,119
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,110
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$78,110
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$659,347
Participant contributions at end of year2022-12-31$120,242
Participant contributions at beginning of year2022-12-31$141,706
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$170,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-445,754
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,404,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,850,678
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$5,144,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,538,491
Interest on participant loans2022-12-31$4,499
Interest earned on other investments2022-12-31$1,620
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$141,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$131,299
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,004,886
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$155,672
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$41,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$462,175
Contract administrator fees2022-12-31$48,113
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 name2022-12-31TERRY L. HORNE CPA
Accountancy firm EIN2022-12-31621867889
2021 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,500,426
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$426,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$351,554
Expenses. Certain deemed distributions of participant loans2021-12-31$14,528
Value of total corrective distributions2021-12-31$2,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$729,653
Value of total assets at end of year2021-12-31$5,853,147
Value of total assets at beginning of year2021-12-31$4,776,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,148
Total interest from all sources2021-12-31$6,295
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$58,146
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$58,146
Administrative expenses professional fees incurred2021-12-31$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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$517,265
Participant contributions at end of year2021-12-31$141,706
Participant contributions at beginning of year2021-12-31$85,660
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,074,366
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,850,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,776,312
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$5,538,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,546,309
Interest on participant loans2021-12-31$4,779
Interest earned on other investments2021-12-31$1,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$131,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$144,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$706,332
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$204,470
Employer contributions (assets) at end of year2021-12-31$41,651
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$351,554
Contract administrator fees2021-12-31$57,148
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TERRY L. HORNE CPA
Accountancy firm EIN2021-12-31621867889
2020 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,520,332
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$452,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$397,025
Expenses. Certain deemed distributions of participant loans2020-12-31$14,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$809,278
Value of total assets at end of year2020-12-31$4,776,312
Value of total assets at beginning of year2020-12-31$3,708,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,015
Total interest from all sources2020-12-31$6,719
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$53,887
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$431,005
Participant contributions at end of year2020-12-31$85,660
Participant contributions at beginning of year2020-12-31$94,170
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$120,506
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$1,067,734
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,776,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,708,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,546,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,434,162
Interest on participant loans2020-12-31$3,717
Interest earned on other investments2020-12-31$3,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$144,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$180,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$650,448
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$257,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$397,025
Contract administrator fees2020-12-31$41,015
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 name2020-12-31TERRY L. HORNE CPA
Accountancy firm EIN2020-12-31621867889
2019 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT 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$1,284,129
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$724,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$690,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$588,852
Value of total assets at end of year2019-12-31$3,708,578
Value of total assets at beginning of year2019-12-31$3,149,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,934
Total interest from all sources2019-12-31$4,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$47,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$47,326
Administrative expenses professional fees incurred2019-12-31$1,150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$439,757
Participant contributions at end of year2019-12-31$94,170
Participant contributions at beginning of year2019-12-31$75,029
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$149,095
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$559,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,708,578
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,149,309
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,516,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,991,746
Interest on participant loans2019-12-31$4,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$643,668
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$690,926
Contract administrator fees2019-12-31$32,784
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 name2019-12-31CARTER, P.C.
Accountancy firm EIN2019-12-31383828234
2018 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$497,439
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$549,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$530,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$693,468
Value of total assets at end of year2018-12-31$3,149,309
Value of total assets at beginning of year2018-12-31$3,201,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,121
Total interest from all sources2018-12-31$5,793
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$43,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$43,981
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$431,093
Participant contributions at end of year2018-12-31$75,029
Participant contributions at beginning of year2018-12-31$86,461
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$262,375
Other income not declared elsewhere2018-12-31$-15
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$-51,699
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,149,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,201,008
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$2,991,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,044,893
Interest on participant loans2018-12-31$3,423
Interest earned on other investments2018-12-31$2,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$69,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-245,788
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$530,017
Contract administrator fees2018-12-31$19,121
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 name2018-12-31CARTER, P.C.
Accountancy firm EIN2018-12-31383828234
2017 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,185,777
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$215,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$192,431
Expenses. Certain deemed distributions of participant loans2017-12-31$6,677
Value of total corrective distributions2017-12-31$370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$726,450
Value of total assets at end of year2017-12-31$3,200,990
Value of total assets at beginning of year2017-12-31$2,230,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,806
Total interest from all sources2017-12-31$16,985
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$34,721
Administrative expenses professional fees incurred2017-12-31$840
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$460,980
Participant contributions at end of year2017-12-31$86,443
Participant contributions at beginning of year2017-12-31$46,017
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$793
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
Income. Non cash contributions2017-12-31$264,677
Value of net income/loss2017-12-31$970,493
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,200,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,230,497
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$2,977,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,021,632
Interest on participant loans2017-12-31$2,479
Income. Interest from loans (other than to participants)2017-12-31$7,830
Interest earned on other investments2017-12-31$6,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$136,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$162,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$294,152
Net investment gain/loss from pooled separate accounts2017-12-31$21,029
Net gain/loss from 103.12 investment entities2017-12-31$92,440
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$192,431
Contract administrator fees2017-12-31$14,966
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 name2017-12-31CARTER, P.C.
Accountancy firm EIN2017-12-31383828234
2016 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$643,723
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$250,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$246,982
Expenses. Certain deemed distributions of participant loans2016-12-31$-6,453
Value of total corrective distributions2016-12-31$1,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$536,707
Value of total assets at end of year2016-12-31$2,230,497
Value of total assets at beginning of year2016-12-31$1,837,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,093
Total interest from all sources2016-12-31$1,699
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,156
Administrative expenses professional fees incurred2016-12-31$520
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$423,594
Participant contributions at end of year2016-12-31$46,017
Participant contributions at beginning of year2016-12-31$54,619
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,629
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,113
Other income not declared elsewhere2016-12-31$11,220
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$393,395
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,230,497
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,837,102
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$2,021,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,595,229
Interest on participant loans2016-12-31$1,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$162,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$179,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$74,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$246,982
Contract administrator fees2016-12-31$7,573
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 name2016-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2016-12-31561042836
2015 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$190,001
Total of all expenses incurred2015-12-31$42,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,618
Expenses. Certain deemed distributions of participant loans2015-12-31$4,778
Value of total corrective distributions2015-12-31$1,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$211,038
Value of total assets at end of year2015-12-31$1,837,102
Value of total assets at beginning of year2015-12-31$1,689,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30
Total interest from all sources2015-12-31$5,190
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$211,038
Participant contributions at end of year2015-12-31$54,619
Participant contributions at beginning of year2015-12-31$60,130
Participant contributions at end of year2015-12-31$7,629
Administrative expenses (other) incurred2015-12-31$30
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$147,995
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,837,102
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,689,107
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$1,595,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,519,545
Interest on participant loans2015-12-31$1,693
Interest earned on other investments2015-12-31$3,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$179,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$109,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,618
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 name2015-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2015-12-31561042836
2014 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$283,205
Total of all expenses incurred2014-12-31$353,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$351,459
Expenses. Certain deemed distributions of participant loans2014-12-31$1,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$183,523
Value of total assets at end of year2014-12-31$1,689,107
Value of total assets at beginning of year2014-12-31$1,759,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30
Total interest from all sources2014-12-31$4,499
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$200,000
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$181,787
Participant contributions at end of year2014-12-31$60,130
Participant contributions at beginning of year2014-12-31$63,525
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,736
Administrative expenses (other) incurred2014-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-70,266
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,689,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,759,373
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$1,519,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,590,852
Interest on participant loans2014-12-31$1,878
Interest earned on other investments2014-12-31$2,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$109,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$104,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$95,183
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$351,459
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 name2014-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2014-12-31561042836
2013 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$485,543
Total of all expenses incurred2013-12-31$43,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$42,006
Expenses. Certain deemed distributions of participant loans2013-12-31$1,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$185,742
Value of total assets at end of year2013-12-31$1,759,373
Value of total assets at beginning of year2013-12-31$1,317,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30
Total interest from all sources2013-12-31$2,799
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$200,000
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$178,616
Participant contributions at end of year2013-12-31$63,525
Participant contributions at beginning of year2013-12-31$1,980
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,126
Administrative expenses (other) incurred2013-12-31$30
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$442,106
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,759,373
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,317,267
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$1,590,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,232,298
Interest on participant loans2013-12-31$510
Interest earned on other investments2013-12-31$2,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$104,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$82,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$297,002
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$42,006
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 name2013-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2013-12-31561042836
2012 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$353,343
Total of all expenses incurred2012-12-31$50,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,328
Expenses. Certain deemed distributions of participant loans2012-12-31$739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$219,515
Value of total assets at end of year2012-12-31$1,317,267
Value of total assets at beginning of year2012-12-31$1,014,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34
Total interest from all sources2012-12-31$2,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$76,000
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$152,601
Participant contributions at end of year2012-12-31$1,980
Participant contributions at beginning of year2012-12-31$8,213
Participant contributions at beginning of year2012-12-31$6,412
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$66,914
Administrative expenses (other) incurred2012-12-31$34
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$303,242
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,317,267
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,014,025
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$1,232,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$918,362
Interest on participant loans2012-12-31$236
Interest earned on other investments2012-12-31$2,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$82,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$81,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$131,398
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,328
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 name2012-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2012-12-31561042836
2011 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$161,753
Total of all expenses incurred2011-12-31$1,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,953
Expenses. Certain deemed distributions of participant loans2011-12-31$4,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$170,776
Value of total assets at end of year2011-12-31$1,021,369
Value of total assets at beginning of year2011-12-31$861,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45
Total interest from all sources2011-12-31$3,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$76,000
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$162,776
Participant contributions at end of year2011-12-31$21,969
Participant contributions at beginning of year2011-12-31$23,767
Participant contributions at end of year2011-12-31$6,412
Participant contributions at beginning of year2011-12-31$10,163
Assets. Other investments not covered elsewhere at end of year2011-12-31$918,362
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$765,274
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,000
Other income not declared elsewhere2011-12-31$-12,366
Administrative expenses (other) incurred2011-12-31$45
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$159,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,021,369
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$861,614
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$918,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$765,274
Interest on participant loans2011-12-31$916
Interest earned on other investments2011-12-31$2,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$81,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$72,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,366
Net investment gain/loss from pooled separate accounts2011-12-31$-12,366
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,953
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 name2011-12-31GOULD KILLIAN CPA GROUP PA
Accountancy firm EIN2011-12-31561042836
2010 : WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$218,818
Total of all expenses incurred2010-12-31$16,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,503
Expenses. Certain deemed distributions of participant loans2010-12-31$2,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$132,185
Value of total assets at end of year2010-12-31$871,778
Value of total assets at beginning of year2010-12-31$669,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$435
Total interest from all sources2010-12-31$2,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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$132,185
Participant contributions at end of year2010-12-31$14,714
Participant contributions at beginning of year2010-12-31$11,661
Participant contributions at end of year2010-12-31$10,163
Assets. Other investments not covered elsewhere at end of year2010-12-31$789,042
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$609,906
Other income not declared elsewhere2010-12-31$83,662
Administrative expenses (other) incurred2010-12-31$435
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$201,880
Value of net assets at end of year (total assets less liabilities)2010-12-31$871,778
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$669,898
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$765,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$591,563
Interest on participant loans2010-12-31$401
Interest earned on other investments2010-12-31$2,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$72,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$59,992
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,503
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 name2010-12-31GOULD KILLIAN CPA GROUP, PA
Accountancy firm EIN2010-12-31561042836

Form 5500 Responses for WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN

2023: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT 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: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2000: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1998: WESTERN NORTH CAROLINA COMMUNITY HEALTH SERVICES 403(B) RETIREMENT PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered14
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered289
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered250
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37
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 $0
Amount paid for insurance broker fees37
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractDEPOSIT ADMINISTRATION
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractDEPOSIT ADMINISTRATION
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered168
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees42
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered46
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractDEPOSIT ADMINIMISTRATION
Commission paid to Insurance BrokerUSD $209
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered37
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractDEPOSIT ADMINIMISTRATION
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered152
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $71
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 2
Insurance contract or identification number56463
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $34
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMAXUS PLAN SOLUTIONS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 1
Insurance contract or identification number56463
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,842
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,671
Insurance broker organization code?3
Insurance broker nameMICHAEL J. SCHULTZ
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 1
Insurance contract or identification number56463
Number of Individuals Covered83
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,918
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 $897
Insurance broker organization code?3
Insurance broker nameJAMES E. KAUFMANN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 1
Insurance contract or identification number56463
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,318
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,132
Insurance broker organization code?3
Insurance broker nameMICHAEL J. SCHULTZ
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 1
Insurance contract or identification number56463
Number of Individuals Covered81
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,598
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,718
Insurance broker organization code?3
Insurance broker nameMICHAEL J. SCHULTZ
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number56463
Policy instance 1
Insurance contract or identification number56463
Number of Individuals Covered80
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,365
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract numberGA-56463
Policy instance 1
Insurance contract or identification numberGA-56463
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,970
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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