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KERSHAWHEALTH 403B RETIREMENT PLAN 401k Plan overview

Plan NameKERSHAWHEALTH 403B RETIREMENT PLAN
Plan identification number 002

KERSHAWHEALTH 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

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

Company Name:KERSHAWHEALTH
Employer identification number (EIN):576005963
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERSHAWHEALTH 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARC A. QUIGLEY
0022016-01-01MARC A. QUIGLEY MARC A. QUIGLEY2017-10-16
0022015-01-01MARC A. QUIGLEY MARC A. QUIGLEY2016-10-17
0022014-01-01ANGELA NETTLES ANGELA NETTLES2015-09-30
0022013-01-01ANGELA NETTLES ANGELA NETTLES2015-03-23
0022012-01-01ANGELA NETTLES ANGELA NETTLES2015-03-23
0022011-01-01ANGELA NETTLES ANGELA NETTLES2015-03-23
0022010-01-01ANGELA NETTLES ANGELA NETTLES2011-10-10
0022009-01-01ANGELA NETTLES ANGELA NETTLES2010-10-04
0022009-01-01ANGELA NETTLES ANGELA NETTLES2011-08-02

Plan Statistics for KERSHAWHEALTH 403B RETIREMENT PLAN

401k plan membership statisitcs for KERSHAWHEALTH 403B RETIREMENT PLAN

Measure Date Value
2022: KERSHAWHEALTH 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KERSHAWHEALTH 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01160
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KERSHAWHEALTH 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01172
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01143
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KERSHAWHEALTH 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01155
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01172
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KERSHAWHEALTH 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01219
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01177
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KERSHAWHEALTH 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-01198
Total of all active and inactive participants2017-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01218
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KERSHAWHEALTH 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01344
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-01238
Total of all active and inactive participants2016-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01258
Number of participants with account balances2016-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KERSHAWHEALTH 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,151
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01324
Total of all active and inactive participants2015-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01344
Number of participants with account balances2015-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KERSHAWHEALTH 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,174
Total number of active participants reported on line 7a of the Form 55002014-01-01987
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,149
Number of participants with account balances2014-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: KERSHAWHEALTH 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,173
Total number of active participants reported on line 7a of the Form 55002013-01-011,023
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,174
Number of participants with account balances2013-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: KERSHAWHEALTH 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,139
Total number of active participants reported on line 7a of the Form 55002012-01-01996
Number of other retired or separated participants entitled to future benefits2012-01-01164
Total of all active and inactive participants2012-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,161
Number of participants with account balances2012-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: KERSHAWHEALTH 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,199
Total number of active participants reported on line 7a of the Form 55002011-01-01993
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,136
Number of participants with account balances2011-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: KERSHAWHEALTH 403B RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,214
Total number of active participants reported on line 7a of the Form 55002010-01-011,140
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-011,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,238
Number of participants with account balances2010-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: KERSHAWHEALTH 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,116
Total number of active participants reported on line 7a of the Form 55002009-01-011,131
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-011,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,214
Number of participants with account balances2009-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on KERSHAWHEALTH 403B RETIREMENT PLAN

Measure Date Value
2022 : KERSHAWHEALTH 403B RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,499,285
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$760,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$725,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,026
Value of total assets at end of year2022-12-31$7,472,162
Value of total assets at beginning of year2022-12-31$9,731,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,621
Total interest from all sources2022-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$231,043
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$231,043
Administrative expenses professional fees incurred2022-12-31$17,430
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,513
Other income not declared elsewhere2022-12-31$9,089
Total non interest bearing cash at end of year2022-12-31$14,585
Total non interest bearing cash at beginning of year2022-12-31$30,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,259,598
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,472,162
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,731,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,902,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,078,393
Value of interest in pooled separate accounts at end of year2022-12-31$457,629
Value of interest in pooled separate accounts at beginning of year2022-12-31$528,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$97,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$94,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,680,655
Net investment gain or loss from common/collective trusts2022-12-31$-65,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$725,692
Contract administrator fees2022-12-31$17,191
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : KERSHAWHEALTH 403B RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,198,979
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,322,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,284,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,614
Value of total assets at end of year2021-12-31$9,731,760
Value of total assets at beginning of year2021-12-31$9,855,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,023
Total interest from all sources2021-12-31$2,761
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$274,497
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$274,497
Administrative expenses professional fees incurred2021-12-31$34,078
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,307
Other income not declared elsewhere2021-12-31$9,782
Administrative expenses (other) incurred2021-12-31$3,945
Total non interest bearing cash at end of year2021-12-31$30,201
Total non interest bearing cash at beginning of year2021-12-31$49,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-123,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,731,760
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,855,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,078,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,243,281
Value of interest in pooled separate accounts at end of year2021-12-31$528,368
Value of interest in pooled separate accounts at beginning of year2021-12-31$483,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$94,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$79,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$838,236
Net investment gain or loss from common/collective trusts2021-12-31$67,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,284,352
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : KERSHAWHEALTH 403B RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,291,685
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,364,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,338,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,320
Value of total assets at end of year2020-12-31$9,855,156
Value of total assets at beginning of year2020-12-31$9,928,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,317
Total interest from all sources2020-12-31$136
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$236,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$236,113
Administrative expenses professional fees incurred2020-12-31$22,409
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$3,160
Other income not declared elsewhere2020-12-31$8,220
Administrative expenses (other) incurred2020-12-31$3,908
Total non interest bearing cash at end of year2020-12-31$49,063
Total non interest bearing cash at beginning of year2020-12-31$48,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-72,940
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,855,156
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,928,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,243,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,279,630
Value of interest in pooled separate accounts at end of year2020-12-31$483,246
Value of interest in pooled separate accounts at beginning of year2020-12-31$509,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$79,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$90,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$990,868
Net investment gain or loss from common/collective trusts2020-12-31$50,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,338,308
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : KERSHAWHEALTH 403B RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,688,277
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$601,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$591,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,130
Value of total assets at end of year2019-12-31$9,928,096
Value of total assets at beginning of year2019-12-31$8,841,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,048
Total interest from all sources2019-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,583
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$262,583
Administrative expenses professional fees incurred2019-12-31$10,048
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$3,065
Other income not declared elsewhere2019-12-31$8,545
Total non interest bearing cash at end of year2019-12-31$48,481
Total non interest bearing cash at beginning of year2019-12-31$28,547
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$1,086,410
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,928,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,841,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,279,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,278,853
Value of interest in pooled separate accounts at end of year2019-12-31$509,399
Value of interest in pooled separate accounts at beginning of year2019-12-31$435,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$90,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$87,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,325,751
Net investment gain or loss from common/collective trusts2019-12-31$85,131
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$3,065
Employer contributions (assets) at beginning of year2019-12-31$11,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$591,819
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : KERSHAWHEALTH 403B RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,487
Total income from all sources (including contributions)2018-12-31$-364,689
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,023,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,002,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,164
Value of total assets at end of year2018-12-31$8,841,686
Value of total assets at beginning of year2018-12-31$10,236,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,114
Total interest from all sources2018-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$736,625
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$736,625
Administrative expenses professional fees incurred2018-12-31$20,114
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$1,043
Other income not declared elsewhere2018-12-31$11,538
Total non interest bearing cash at end of year2018-12-31$28,547
Total non interest bearing cash at beginning of year2018-12-31$21,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,387,709
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,841,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,229,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,278,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,413,343
Value of interest in pooled separate accounts at end of year2018-12-31$435,844
Value of interest in pooled separate accounts at beginning of year2018-12-31$716,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$87,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$85,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,091,154
Net investment gain or loss from common/collective trusts2018-12-31$-34,986
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$12,121
Employer contributions (assets) at end of year2018-12-31$11,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,002,906
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,487
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : KERSHAWHEALTH 403B RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,041
Total income from all sources (including contributions)2017-12-31$1,405,941
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,218,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,184,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$10,236,882
Value of total assets at beginning of year2017-12-31$10,053,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,287
Total interest from all sources2017-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$347,904
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$347,904
Administrative expenses professional fees incurred2017-12-31$33,252
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
Other income not declared elsewhere2017-12-31$10,667
Administrative expenses (other) incurred2017-12-31$35
Liabilities. Value of operating payables at beginning of year2017-12-31$4,764
Total non interest bearing cash at end of year2017-12-31$21,856
Total non interest bearing cash at beginning of year2017-12-31$23,697
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$187,753
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,229,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,041,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,413,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,308,380
Value of interest in pooled separate accounts at end of year2017-12-31$716,421
Value of interest in pooled separate accounts at beginning of year2017-12-31$622,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$85,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$98,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$953,558
Net investment gain or loss from common/collective trusts2017-12-31$93,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,184,901
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,487
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,277
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : KERSHAWHEALTH 403B RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,000
Total income from all sources (including contributions)2016-12-31$692,277
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,461,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,444,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$10,053,683
Value of total assets at beginning of year2016-12-31$11,817,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,927
Total interest from all sources2016-12-31$394
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$214,561
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$214,561
Administrative expenses professional fees incurred2016-12-31$16,889
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
Participant contributions at beginning of year2016-12-31$34,704
Other income not declared elsewhere2016-12-31$16,584
Administrative expenses (other) incurred2016-12-31$38
Liabilities. Value of operating payables at end of year2016-12-31$4,764
Total non interest bearing cash at end of year2016-12-31$23,697
Total non interest bearing cash at beginning of year2016-12-31$42,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,769,555
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,041,642
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,811,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,308,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,041,138
Value of interest in pooled separate accounts at end of year2016-12-31$622,766
Value of interest in pooled separate accounts at beginning of year2016-12-31$601,197
Interest on participant loans2016-12-31$277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$98,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$410,481
Net investment gain or loss from common/collective trusts2016-12-31$50,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,444,905
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,277
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,000
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 name2016-12-31DIXON-HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : KERSHAWHEALTH 403B RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,000
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$2,214,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,318,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,290,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,315,735
Value of total assets at end of year2015-12-31$11,817,197
Value of total assets at beginning of year2015-12-31$27,915,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,760
Total interest from all sources2015-12-31$40,203
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$508,835
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$508,835
Administrative expenses professional fees incurred2015-12-31$28,760
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$1,390,493
Participant contributions at end of year2015-12-31$34,704
Participant contributions at beginning of year2015-12-31$1,104,194
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,005
Other income not declared elsewhere2015-12-31$815
Total non interest bearing cash at end of year2015-12-31$42,176
Total non interest bearing cash at beginning of year2015-12-31$2,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,104,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,811,197
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,915,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,041,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,043,039
Value of interest in pooled separate accounts at end of year2015-12-31$601,197
Value of interest in pooled separate accounts at beginning of year2015-12-31$670,023
Interest on participant loans2015-12-31$36,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-651,112
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$877,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,290,224
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,000
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 name2015-12-31DIXON-HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : KERSHAWHEALTH 403B RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,426,842
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,402,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,383,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,789,854
Value of total assets at end of year2014-12-31$27,915,705
Value of total assets at beginning of year2014-12-31$26,891,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,640
Total interest from all sources2014-12-31$44,615
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$19,640
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$1,639,704
Participant contributions at end of year2014-12-31$1,104,194
Participant contributions at beginning of year2014-12-31$1,027,161
Participant contributions at beginning of year2014-12-31$190
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$146,498
Other income not declared elsewhere2014-12-31$-23,438
Total non interest bearing cash at end of year2014-12-31$2,348
Total non interest bearing cash at beginning of year2014-12-31$44,372
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$1,024,089
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,915,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,891,616
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$26,043,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,004,618
Value of interest in pooled separate accounts at end of year2014-12-31$670,023
Value of interest in pooled separate accounts at beginning of year2014-12-31$719,906
Interest on participant loans2014-12-31$44,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$95,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,615,811
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$1,003,652
Employer contributions (assets) at beginning of year2014-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,383,113
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : KERSHAWHEALTH 403B RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,166,728
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,331,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,307,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,797,475
Value of total assets at end of year2013-12-31$26,891,616
Value of total assets at beginning of year2013-12-31$23,056,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,934
Total interest from all sources2013-12-31$39,450
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$23,934
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$1,626,204
Participant contributions at end of year2013-12-31$1,027,161
Participant contributions at beginning of year2013-12-31$902,374
Participant contributions at end of year2013-12-31$190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$150,007
Other income not declared elsewhere2013-12-31$23,295
Total non interest bearing cash at end of year2013-12-31$44,372
Total non interest bearing cash at beginning of year2013-12-31$19,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,835,325
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,891,616
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,056,291
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$25,004,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,429,545
Value of interest in pooled separate accounts at end of year2013-12-31$719,906
Value of interest in pooled separate accounts at beginning of year2013-12-31$612,111
Interest on participant loans2013-12-31$39,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$95,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$92,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,306,508
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$1,021,264
Employer contributions (assets) at end of year2013-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,307,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : KERSHAWHEALTH 403B RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,140,801
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,504,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,493,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,883,884
Value of total assets at end of year2012-12-31$23,056,291
Value of total assets at beginning of year2012-12-31$20,419,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,294
Total interest from all sources2012-12-31$31,823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,294
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,627,585
Participant contributions at end of year2012-12-31$902,374
Participant contributions at beginning of year2012-12-31$781,405
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$223,204
Other income not declared elsewhere2012-12-31$138
Total non interest bearing cash at end of year2012-12-31$19,320
Total non interest bearing cash at beginning of year2012-12-31$27,591
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$2,636,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,056,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,419,708
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$21,429,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,923,045
Value of interest in pooled separate accounts at end of year2012-12-31$612,111
Value of interest in pooled separate accounts at beginning of year2012-12-31$579,389
Interest on participant loans2012-12-31$31,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$92,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$108,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,224,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,033,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,493,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOLDMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : KERSHAWHEALTH 403B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,599,563
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$963,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$955,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,941,202
Value of total assets at end of year2011-12-31$20,419,708
Value of total assets at beginning of year2011-12-31$18,783,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,606
Total interest from all sources2011-12-31$32,570
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,778,503
Participant contributions at end of year2011-12-31$781,405
Participant contributions at beginning of year2011-12-31$782,452
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,833
Administrative expenses (other) incurred2011-12-31$7,606
Total non interest bearing cash at end of year2011-12-31$27,591
Total non interest bearing cash at beginning of year2011-12-31$138,542
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$1,636,522
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,419,708
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,783,186
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$18,923,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,084,936
Value of interest in pooled separate accounts at end of year2011-12-31$579,389
Value of interest in pooled separate accounts at beginning of year2011-12-31$665,683
Interest on participant loans2011-12-31$32,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$108,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$111,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-374,209
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$1,105,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$955,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : KERSHAWHEALTH 403B RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$4,895,330
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$788,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$774,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,938,801
Value of total assets at end of year2010-12-31$18,783,186
Value of total assets at beginning of year2010-12-31$14,676,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,320
Total interest from all sources2010-12-31$30,926
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$13,320
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,770,416
Participant contributions at end of year2010-12-31$782,452
Participant contributions at beginning of year2010-12-31$521,950
Participant contributions at beginning of year2010-12-31$60,412
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$48,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$138,542
Total non interest bearing cash at beginning of year2010-12-31$14,036
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$4,107,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,783,186
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,676,175
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$17,084,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,036,141
Value of interest in pooled separate accounts at end of year2010-12-31$665,683
Interest on participant loans2010-12-31$30,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$111,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,846,749
Net investment gain/loss from pooled separate accounts2010-12-31$78,854
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$1,119,479
Employer contributions (assets) at beginning of year2010-12-31$43,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$774,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for KERSHAWHEALTH 403B RETIREMENT PLAN

2022: KERSHAWHEALTH 403B RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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: KERSHAWHEALTH 403B RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KERSHAWHEALTH 403B RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KERSHAWHEALTH 403B RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KERSHAWHEALTH 403B RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KERSHAWHEALTH 403B RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KERSHAWHEALTH 403B RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KERSHAWHEALTH 403B RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KERSHAWHEALTH 403B RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KERSHAWHEALTH 403B RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KERSHAWHEALTH 403B RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KERSHAWHEALTH 403B RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KERSHAWHEALTH 403B RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KERSHAWHEALTH 403B RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Number of Individuals Covered57
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95782-01
Policy instance 1
Insurance contract or identification number95782-01
Number of Individuals Covered62
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number9578201
Policy instance 1
Insurance contract or identification number9578201
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number9578201
Policy instance 1
Insurance contract or identification number9578201
Number of Individuals Covered73
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number9578201
Policy instance 1
Insurance contract or identification number9578201
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number9578201
Policy instance 1
Insurance contract or identification number9578201
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number9578201
Policy instance 1
Insurance contract or identification number9578201
Number of Individuals Covered103
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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