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AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 401k Plan overview

Plan NameAVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN
Plan identification number 001

AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AVERA HEALTH has sponsored the creation of one or more 401k plans.

Company Name:AVERA HEALTH
Employer identification number (EIN):562143771
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2018-10-12
0012016-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2017-10-03
0012015-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2016-10-17
0012014-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2015-10-12
0012013-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2014-08-05
0012012-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2013-09-17
0012011-01-01KIMBERLY S. ENEBO KIMBERLY S. ENEBO2012-09-21

Plan Statistics for AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

401k plan membership statisitcs for AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

Measure Date Value
2022: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01622
Total number of active participants reported on line 7a of the Form 55002022-01-01542
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01639
Number of participants with account balances2022-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01687
Total number of active participants reported on line 7a of the Form 55002021-01-01522
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01622
Number of participants with account balances2021-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01634
Total number of active participants reported on line 7a of the Form 55002020-01-01590
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01687
Number of participants with account balances2020-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01586
Total number of active participants reported on line 7a of the Form 55002019-01-01541
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01634
Number of participants with account balances2019-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01627
Total number of active participants reported on line 7a of the Form 55002018-01-01478
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01586
Number of participants with account balances2018-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01604
Total number of active participants reported on line 7a of the Form 55002017-01-01548
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01627
Number of participants with account balances2017-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01585
Total number of active participants reported on line 7a of the Form 55002016-01-01535
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01605
Number of participants with account balances2016-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01504
Total number of active participants reported on line 7a of the Form 55002015-01-01535
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01585
Number of participants with account balances2015-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01560
Total number of active participants reported on line 7a of the Form 55002014-01-01456
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01504
Number of participants with account balances2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01448
Total number of active participants reported on line 7a of the Form 55002013-01-01529
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01560
Number of participants with account balances2013-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01359
Total number of active participants reported on line 7a of the Form 55002012-01-01420
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01448
Number of participants with account balances2012-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01412
Total number of active participants reported on line 7a of the Form 55002011-01-01331
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01359
Number of participants with account balances2011-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

Measure Date Value
2022 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,091,801
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,537,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,510,084
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$3,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,590,621
Value of total assets at end of year2022-12-31$37,039,367
Value of total assets at beginning of year2022-12-31$44,669,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,660
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$12,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,411,527
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$2,411,527
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$2,724,610
Participant contributions at end of year2022-12-31$280,634
Participant contributions at beginning of year2022-12-31$288,508
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$326,417
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$20,367
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-7,629,728
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,039,367
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,669,095
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$4,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,722,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,611,491
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$15,035
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-2,756
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,011,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$742,191
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,106,228
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$539,594
Employer contributions (assets) at end of year2022-12-31$21,153
Employer contributions (assets) at beginning of year2022-12-31$26,239
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,510,084
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,058,025
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,994,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,947,580
Expenses. Certain deemed distributions of participant loans2021-12-31$3,355
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,163,906
Value of total assets at end of year2021-12-31$44,669,095
Value of total assets at beginning of year2021-12-31$37,605,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,783
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$22,325
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,200,020
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$2,200,020
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,411,868
Participant contributions at end of year2021-12-31$288,508
Participant contributions at beginning of year2021-12-31$324,373
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$848,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$8,221
Administrative expenses (other) incurred2021-12-31$43,608
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$7,063,307
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,669,095
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,605,788
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$175
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,611,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,131,676
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$15,456
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$6,266
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$1,128,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$603
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$742,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,659,060
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$4,493
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$903,309
Employer contributions (assets) at end of year2021-12-31$26,239
Employer contributions (assets) at beginning of year2021-12-31$20,917
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,947,580
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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$7,641,695
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,056,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,003,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,968,463
Value of total assets at end of year2020-12-31$37,605,788
Value of total assets at beginning of year2020-12-31$33,020,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,486
Total interest from all sources2020-12-31$20,635
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$914,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$2,137,185
Participant contributions at end of year2020-12-31$324,373
Participant contributions at beginning of year2020-12-31$338,700
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$207,222
Other income not declared elsewhere2020-12-31$10,215
Administrative expenses (other) incurred2020-12-31$40,823
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$4,584,956
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,605,788
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,020,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,131,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,859,697
Interest on participant loans2020-12-31$20,635
Value of interest in common/collective trusts at end of year2020-12-31$1,128,822
Value of interest in common/collective trusts at beginning of year2020-12-31$806,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,718,731
Net investment gain or loss from common/collective trusts2020-12-31$19,076
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$624,056
Employer contributions (assets) at end of year2020-12-31$20,917
Employer contributions (assets) at beginning of year2020-12-31$15,705
Income. Dividends from preferred stock2020-12-31$914,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,003,253
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250958
2019 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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$8,753,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,035,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,983,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,604,928
Value of total assets at end of year2019-12-31$33,020,832
Value of total assets at beginning of year2019-12-31$26,303,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,830
Total interest from all sources2019-12-31$20,415
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$793,498
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$793,498
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,960,670
Participant contributions at end of year2019-12-31$338,700
Participant contributions at beginning of year2019-12-31$306,906
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,808
Administrative expenses (other) incurred2019-12-31$40,160
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$6,717,567
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,020,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,303,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,859,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,269,889
Income. Interest from loans (other than to participants)2019-12-31$20,415
Value of interest in common/collective trusts at end of year2019-12-31$806,730
Value of interest in common/collective trusts at beginning of year2019-12-31$709,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,318,825
Net investment gain or loss from common/collective trusts2019-12-31$15,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$579,450
Employer contributions (assets) at end of year2019-12-31$15,705
Employer contributions (assets) at beginning of year2019-12-31$16,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,983,742
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 name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
2018 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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$912,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,148,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,092,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,542,891
Value of total assets at end of year2018-12-31$26,303,265
Value of total assets at beginning of year2018-12-31$27,539,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,311
Total interest from all sources2018-12-31$14,820
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,229,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,229,281
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,817,449
Participant contributions at end of year2018-12-31$306,906
Participant contributions at beginning of year2018-12-31$342,448
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$177,705
Administrative expenses (other) incurred2018-12-31$41,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,235,903
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,303,265
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,539,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,269,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,518,974
Interest on participant loans2018-12-31$14,820
Value of interest in common/collective trusts at end of year2018-12-31$709,521
Value of interest in common/collective trusts at beginning of year2018-12-31$660,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,887,502
Net investment gain or loss from common/collective trusts2018-12-31$12,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$547,737
Employer contributions (assets) at end of year2018-12-31$16,949
Employer contributions (assets) at beginning of year2018-12-31$17,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,092,895
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 name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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$6,478,339
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,972,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,914,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,340,884
Value of total assets at end of year2017-12-31$27,539,168
Value of total assets at beginning of year2017-12-31$23,032,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,563
Total interest from all sources2017-12-31$16,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$747,606
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$747,606
Administrative expenses professional fees incurred2017-12-31$41,918
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,709,017
Participant contributions at end of year2017-12-31$342,448
Participant contributions at beginning of year2017-12-31$398,829
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,506,268
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,539,168
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,032,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,518,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,039,617
Interest on participant loans2017-12-31$16,779
Value of interest in common/collective trusts at end of year2017-12-31$660,492
Value of interest in common/collective trusts at beginning of year2017-12-31$581,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,362,803
Net investment gain or loss from common/collective trusts2017-12-31$10,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$517,429
Employer contributions (assets) at end of year2017-12-31$17,254
Employer contributions (assets) at beginning of year2017-12-31$12,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,914,508
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 name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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$3,938,086
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,329,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,270,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,160,796
Value of total assets at end of year2016-12-31$23,032,900
Value of total assets at beginning of year2016-12-31$20,424,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,114
Total interest from all sources2016-12-31$19,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$564,979
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$564,979
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,592,647
Participant contributions at end of year2016-12-31$398,829
Participant contributions at beginning of year2016-12-31$490,760
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,014
Administrative expenses (other) incurred2016-12-31$41,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,608,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,032,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,424,714
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
Investment advisory and management fees2016-12-31$17,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,039,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,247,755
Income. Interest from loans (other than to participants)2016-12-31$19,078
Value of interest in common/collective trusts at end of year2016-12-31$581,909
Value of interest in common/collective trusts at beginning of year2016-12-31$673,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,183,341
Net investment gain or loss from common/collective trusts2016-12-31$9,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$487,135
Employer contributions (assets) at end of year2016-12-31$12,545
Employer contributions (assets) at beginning of year2016-12-31$12,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,270,786
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 name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,143,374
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,247,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,186,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,177,641
Value of total assets at end of year2015-12-31$20,424,714
Value of total assets at beginning of year2015-12-31$19,528,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,032
Total interest from all sources2015-12-31$19,314
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$712,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$712,335
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,501,401
Participant contributions at end of year2015-12-31$490,760
Participant contributions at beginning of year2015-12-31$458,883
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$210,322
Administrative expenses (other) incurred2015-12-31$41,504
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$895,973
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,424,714
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,528,741
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
Investment advisory and management fees2015-12-31$19,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,247,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,343,049
Interest on participant loans2015-12-31$19,314
Value of interest in common/collective trusts at end of year2015-12-31$673,944
Value of interest in common/collective trusts at beginning of year2015-12-31$712,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-774,220
Net investment gain or loss from common/collective trusts2015-12-31$8,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$465,918
Employer contributions (assets) at end of year2015-12-31$12,255
Employer contributions (assets) at beginning of year2015-12-31$13,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,186,369
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,482,210
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,475,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,410,774
Value of total corrective distributions2014-12-31$2,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,232,227
Value of total assets at end of year2014-12-31$19,528,741
Value of total assets at beginning of year2014-12-31$17,522,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,304
Total interest from all sources2014-12-31$16,223
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$594,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$594,689
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,445,480
Participant contributions at end of year2014-12-31$458,883
Participant contributions at beginning of year2014-12-31$356,041
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$340,731
Administrative expenses (other) incurred2014-12-31$62,304
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$2,006,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,528,741
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,522,226
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$18,343,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,359,781
Interest on participant loans2014-12-31$16,223
Value of interest in common/collective trusts at end of year2014-12-31$712,885
Value of interest in common/collective trusts at beginning of year2014-12-31$793,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$632,607
Net investment gain or loss from common/collective trusts2014-12-31$6,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$446,016
Employer contributions (assets) at end of year2014-12-31$13,924
Employer contributions (assets) at beginning of year2014-12-31$12,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,410,774
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 name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,092,988
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$667,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$599,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,947,555
Value of total assets at end of year2013-12-31$17,522,226
Value of total assets at beginning of year2013-12-31$13,096,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,366
Total interest from all sources2013-12-31$10,498
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$374,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$374,654
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,343,229
Participant contributions at end of year2013-12-31$356,041
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$191,924
Assets. Loans (other than to participants) at beginning of year2013-12-31$217,583
Administrative expenses (other) incurred2013-12-31$68,366
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$4,425,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,522,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,096,780
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$16,359,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,355,090
Interest on participant loans2013-12-31$10,498
Value of interest in common/collective trusts at end of year2013-12-31$793,511
Value of interest in common/collective trusts at beginning of year2013-12-31$516,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,753,611
Net investment gain or loss from common/collective trusts2013-12-31$6,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$412,402
Employer contributions (assets) at end of year2013-12-31$12,893
Employer contributions (assets) at beginning of year2013-12-31$7,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$599,176
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 name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,154
Total income from all sources (including contributions)2012-12-31$2,948,748
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$540,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$479,866
Expenses. Certain deemed distributions of participant loans2012-12-31$5,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,451,832
Value of total assets at end of year2012-12-31$13,096,780
Value of total assets at beginning of year2012-12-31$10,695,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,888
Total interest from all sources2012-12-31$9,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$321,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$321,604
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,045,675
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,129
Assets. Loans (other than to participants) at end of year2012-12-31$217,583
Assets. Loans (other than to participants) at beginning of year2012-12-31$219,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,154
Administrative expenses (other) incurred2012-12-31$54,888
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$2,408,480
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,096,780
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,688,300
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$12,355,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,973,566
Interest on participant loans2012-12-31$9,308
Value of interest in common/collective trusts at end of year2012-12-31$516,219
Value of interest in common/collective trusts at beginning of year2012-12-31$495,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,158,384
Net investment gain or loss from common/collective trusts2012-12-31$7,620
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$322,028
Employer contributions (assets) at end of year2012-12-31$7,888
Employer contributions (assets) at beginning of year2012-12-31$7,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$479,866
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 name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,273,275
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$919,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$865,651
Expenses. Certain deemed distributions of participant loans2011-12-31$5,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,384,095
Value of total assets at end of year2011-12-31$10,695,454
Value of total assets at beginning of year2011-12-31$10,334,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,040
Total interest from all sources2011-12-31$11,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$270,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$270,719
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$973,866
Participant contributions at beginning of year2011-12-31$32,423
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,195
Assets. Loans (other than to participants) at end of year2011-12-31$219,117
Assets. Loans (other than to participants) at beginning of year2011-12-31$191,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,154
Administrative expenses (other) incurred2011-12-31$48,040
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$353,821
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,688,300
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,334,218
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$9,973,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,444,327
Interest on participant loans2011-12-31$11,000
Value of interest in common/collective trusts at end of year2011-12-31$495,630
Value of interest in common/collective trusts at beginning of year2011-12-31$653,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-403,384
Net investment gain or loss from common/collective trusts2011-12-31$10,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$307,034
Employer contributions (assets) at end of year2011-12-31$7,141
Employer contributions (assets) at beginning of year2011-12-31$12,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$865,651
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 name2011-12-31EIDE BAILLY
Accountancy firm EIN2011-12-31450250958
2010 : AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$9,603,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$793,362
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$62,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$311,796
Value of total assets at end of year2010-12-31$10,334,218
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,288
Total interest from all sources2010-12-31$1,590
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$144,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$144,660
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$234,267
Participant contributions at end of year2010-12-31$32,423
Assets. Loans (other than to participants) at end of year2010-12-31$191,354
Administrative expenses (other) incurred2010-12-31$5,288
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$730,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,334,218
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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$9,444,327
Income. Interest from loans (other than to participants)2010-12-31$1,590
Value of interest in common/collective trusts at end of year2010-12-31$653,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$331,811
Net investment gain or loss from common/collective trusts2010-12-31$3,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$77,529
Employer contributions (assets) at end of year2010-12-31$12,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$57,555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN

2022: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
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: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85204
Policy instance 1
Insurance contract or identification numberGA85204
Number of Individuals Covered55
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85204
Policy instance 1
Insurance contract or identification numberGA85204
Number of Individuals Covered56
Insurance policy start date2021-06-01
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 types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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