?>
Logo

SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameSATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 002

SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAYO CLINIC HEALTH SYSTEM-WAYCROSS has sponsored the creation of one or more 401k plans.

Company Name:MAYO CLINIC HEALTH SYSTEM-WAYCROSS
Employer identification number (EIN):581667166
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01DAVID SCHUITEMA DAVID SCHUITEMA2015-01-30
0022014-01-01DAVID SCHUITEMA DAVID SCHUITEMA2015-01-15
0022013-01-01DAVID SCHUITEMA DAVID SCHUITEMA2014-10-13
0022012-01-01DAVID SCHUITEMA DAVID SCHUITEMA2013-10-15
0022011-01-01ROBERT TRIMM
0022010-01-01KATRINA WHEELER
0022009-01-01KATRINA T. WHEELER KATRINA T. WHEELER2010-10-15

Plan Statistics for SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2014: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,907
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,892
Total number of active participants reported on line 7a of the Form 55002013-01-011,834
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-011,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,907
Number of participants with account balances2013-01-011,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,708
Total number of active participants reported on line 7a of the Form 55002012-01-011,826
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-011,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,893
Number of participants with account balances2012-01-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,597
Total number of active participants reported on line 7a of the Form 55002011-01-011,628
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,708
Number of participants with account balances2011-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,185
Total number of active participants reported on line 7a of the Form 55002010-01-011,438
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01155
Total of all active and inactive participants2010-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,597
Number of participants with account balances2010-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,167
Total number of active participants reported on line 7a of the Form 55002009-01-012,137
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,185
Number of participants with account balances2009-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2014 : SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets from this plan2014-03-31$28,723,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$35,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$-304,614
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$2,148,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$2,147,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$0
Value of total assets at end of year2014-03-31$35,510
Value of total assets at beginning of year2014-03-31$31,176,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,381
Total interest from all sources2014-03-31$15,778
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$58,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$58,241
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Participant contributions at beginning of year2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$35,510
Assets. Loans (other than to participants) at end of year2014-03-31$0
Assets. Loans (other than to participants) at beginning of year2014-03-31$1,050,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$35,510
Administrative expenses (other) incurred2014-03-31$1,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-2,453,283
Value of net assets at end of year (total assets less liabilities)2014-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$31,176,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$18,673,252
Interest on participant loans2014-03-31$15,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$11,452,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-378,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Employer contributions (assets) at beginning of year2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$2,147,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MCGLADREY LLP
Accountancy firm EIN2014-03-31420714325
2013 : SATILLA HEALTH SERVICES SUPPLEMENTAL 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$2,844,743
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,146,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,139,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,813
Value of total assets at end of year2013-12-31$31,176,985
Value of total assets at beginning of year2013-12-31$31,478,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,206
Total interest from all sources2013-12-31$61,492
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$915,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$915,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$92,048
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,813
Assets. Loans (other than to participants) at end of year2013-12-31$1,050,740
Assets. Loans (other than to participants) at beginning of year2013-12-31$1,666,809
Administrative expenses (other) incurred2013-12-31$7,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-301,492
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,176,985
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,478,477
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$18,673,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,690,207
Interest on participant loans2013-12-31$61,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,452,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,635,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,861,548
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$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$374,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,139,029
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$368,726
Total unrealized appreciation/depreciation of assets2012-12-31$368,726
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$6,290,457
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,553,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,541,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,596,634
Value of total assets at end of year2012-12-31$31,478,477
Value of total assets at beginning of year2012-12-31$27,741,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,043
Total interest from all sources2012-12-31$56,854
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$639,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$639,345
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,467,259
Participant contributions at end of year2012-12-31$92,048
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,671
Assets. Loans (other than to participants) at end of year2012-12-31$1,666,809
Assets. Loans (other than to participants) at beginning of year2012-12-31$1,331,475
Administrative expenses (other) incurred2012-12-31$12,043
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$3,736,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,478,477
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,741,791
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$15,690,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,307,508
Interest on participant loans2012-12-31$56,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,635,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,850,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,628,898
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$1,053,704
Employer contributions (assets) at end of year2012-12-31$374,854
Employer contributions (assets) at beginning of year2012-12-31$251,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,541,728
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,198,120
Total unrealized appreciation/depreciation of assets2011-12-31$1,198,120
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$19,317
Total income from all sources (including contributions)2011-12-31$4,633,280
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,143,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,130,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,293,186
Value of total assets at end of year2011-12-31$27,489,953
Value of total assets at beginning of year2011-12-31$24,019,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,347
Total interest from all sources2011-12-31$375,334
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$460,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$460,697
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,385,427
Participant contributions at end of year2011-12-31$1,331,475
Participant contributions at beginning of year2011-12-31$1,120,464
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$19,317
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$3,489,906
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,489,953
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,000,047
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$13,307,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,981,423
Interest on participant loans2011-12-31$54,604
Interest earned on other investments2011-12-31$320,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,850,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,891,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-694,057
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$897,579
Employer contributions (assets) at end of year2011-12-31$251,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,130,027
Contract administrator fees2011-12-31$5,847
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,669
Total income from all sources (including contributions)2010-12-31$5,104,891
Total of all expenses incurred2010-12-31$1,514,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,509,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,274,064
Value of total assets at end of year2010-12-31$24,019,364
Value of total assets at beginning of year2010-12-31$20,433,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,240
Total interest from all sources2010-12-31$336,800
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$350,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$350,871
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,213,874
Participant contributions at end of year2010-12-31$1,120,464
Participant contributions at beginning of year2010-12-31$983,324
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$149,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$23,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$19,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,669
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$3,590,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,000,047
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,409,902
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$12,981,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,479,394
Income. Interest from loans (other than to participants)2010-12-31$56,931
Interest earned on other investments2010-12-31$279,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,891,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,944,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,143,156
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$910,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,509,506
Contract administrator fees2010-12-31$5,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31DRAFFIN AND TUCKER
Accountancy firm EIN2010-12-31580914992
2009 : SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN

2014: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SATILLA HEALTH SERVICES SUPPLEMENTAL 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: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: SATILLA HEALTH SERVICES SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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