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UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN
Plan identification number 002

UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:UPSON COUNTY HOSPITAL, INC. DBA UPSON REGIONAL MEDICAL CENTER
Employer identification number (EIN):581734026
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPSON REGIONAL MEDICAL CENTER 401(K) 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
0022017-01-01RICH WILLIAMS
0022016-01-01RICH WILLIAMS RICH WILLIAMS2017-10-17
0022015-01-01RICH WILLIAMS RICH WILLIAMS2016-10-11
0022014-01-01RICH WILLIAMS RICH WILLIAMS2015-07-10
0022013-01-01RICH WILLIAMS RICH WILLIAMS2014-09-16
0022012-01-01RICH WILLIAMS RICH WILLIAMS2013-08-14
0022011-01-01RICHLAND WILLIAMS RICHLAND WILLIAMS2012-07-31
0022010-01-01RICHLAND WILLIAMS RICHLAND WILLIAMS2011-07-25
0022009-01-01JOHN H WILLIAMS JOHN H WILLIAMS2010-07-16

Plan Statistics for UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN

Measure Date Value
2022: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,222
Total number of active participants reported on line 7a of the Form 55002022-01-01783
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01479
Total of all active and inactive participants2022-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,287
Number of participants with account balances2022-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,209
Total number of active participants reported on line 7a of the Form 55002021-01-01773
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01433
Total of all active and inactive participants2021-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,222
Number of participants with account balances2021-01-011,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,480
Total number of active participants reported on line 7a of the Form 55002020-01-01755
Number of retired or separated participants receiving benefits2020-01-0159
Number of other retired or separated participants entitled to future benefits2020-01-01389
Total of all active and inactive participants2020-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,209
Number of participants with account balances2020-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,028
Total number of active participants reported on line 7a of the Form 55002019-01-01740
Number of other retired or separated participants entitled to future benefits2019-01-01740
Total of all active and inactive participants2019-01-011,480
Total participants2019-01-011,480
Number of participants with account balances2019-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0191
2018: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01968
Total number of active participants reported on line 7a of the Form 55002018-01-01719
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01312
Total of all active and inactive participants2018-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,031
Number of participants with account balances2018-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01933
Total number of active participants reported on line 7a of the Form 55002017-01-01666
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01304
Total of all active and inactive participants2017-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01970
Number of participants with account balances2017-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01869
Total number of active participants reported on line 7a of the Form 55002016-01-01670
Number of other retired or separated participants entitled to future benefits2016-01-01267
Total of all active and inactive participants2016-01-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01937
Number of participants with account balances2016-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01801
Total number of active participants reported on line 7a of the Form 55002015-01-01627
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01240
Total of all active and inactive participants2015-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01867
Number of participants with account balances2015-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01803
Total number of active participants reported on line 7a of the Form 55002014-01-01648
Number of other retired or separated participants entitled to future benefits2014-01-01187
Total of all active and inactive participants2014-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01836
Number of participants with account balances2014-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01732
Total number of active participants reported on line 7a of the Form 55002013-01-01644
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01790
Number of participants with account balances2013-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01710
Total number of active participants reported on line 7a of the Form 55002012-01-01670
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01289
Total of all active and inactive participants2012-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01959
Number of participants with account balances2012-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01965
Total number of active participants reported on line 7a of the Form 55002011-01-01646
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01292
Total of all active and inactive participants2011-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01938
Number of participants with account balances2011-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2010: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01909
Total number of active participants reported on line 7a of the Form 55002010-01-01672
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01276
Total of all active and inactive participants2010-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01956
Number of participants with account balances2010-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01823
Total number of active participants reported on line 7a of the Form 55002009-01-01644
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01233
Total of all active and inactive participants2009-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01877
Number of participants with account balances2009-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,207,266
Total of all expenses incurred2022-12-31$4,163,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,128,548
Expenses. Certain deemed distributions of participant loans2022-12-31$1,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,853,695
Value of total assets at end of year2022-12-31$33,465,109
Value of total assets at beginning of year2022-12-31$40,836,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,478
Total interest from all sources2022-12-31$121,345
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,487,620
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$1,487,620
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$2,242,283
Participant contributions at end of year2022-12-31$628,233
Participant contributions at beginning of year2022-12-31$574,557
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$129,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,371,048
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,465,109
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,836,157
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$26,963,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,395,136
Interest on participant loans2022-12-31$27,873
Interest earned on other investments2022-12-31$93,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,873,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,866,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,669,926
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$481,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,128,548
Contract administrator fees2022-12-31$33,478
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 name2022-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2022-12-31580914992
2021 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,399,994
Total of all expenses incurred2021-12-31$2,877,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,780,490
Expenses. Certain deemed distributions of participant loans2021-12-31$63,312
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,621,779
Value of total assets at end of year2021-12-31$40,836,157
Value of total assets at beginning of year2021-12-31$36,313,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,014
Total interest from all sources2021-12-31$120,517
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,322,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,322,366
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$2,054,437
Participant contributions at end of year2021-12-31$574,557
Participant contributions at beginning of year2021-12-31$701,549
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,453
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,522,178
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,836,157
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,313,979
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$34,395,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,932,888
Interest on participant loans2021-12-31$30,069
Interest earned on other investments2021-12-31$90,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,866,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,679,542
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$604,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,335,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$536,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,176,247
Contract administrator fees2021-12-31$34,014
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 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,150,161
Total of all expenses incurred2020-12-31$2,725,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,667,665
Value of total corrective distributions2020-12-31$29,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,544,685
Value of total assets at end of year2020-12-31$36,313,979
Value of total assets at beginning of year2020-12-31$31,889,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,533
Total interest from all sources2020-12-31$142,229
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,209,593
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$1,209,593
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$1,891,018
Participant contributions at end of year2020-12-31$701,549
Participant contributions at beginning of year2020-12-31$687,604
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,424,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,313,979
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,889,276
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$29,932,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,988,691
Interest on participant loans2020-12-31$35,233
Interest earned on other investments2020-12-31$106,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,679,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,212,981
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$554,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,253,654
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$600,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,112,702
Contract administrator fees2020-12-31$28,533
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 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,390,755
Total income from all sources (including contributions)2019-12-31$7,390,755
Total of all expenses incurred2019-12-31$2,578,610
Total of all expenses incurred2019-12-31$2,578,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,549,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,549,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,463,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,463,431
Value of total assets at end of year2019-12-31$31,889,276
Value of total assets at end of year2019-12-31$31,889,276
Value of total assets at beginning of year2019-12-31$27,077,131
Value of total assets at beginning of year2019-12-31$27,077,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,489
Total interest from all sources2019-12-31$167,465
Total interest from all sources2019-12-31$167,465
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,258,679
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,258,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,258,679
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,258,679
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,844,717
Contributions received from participants2019-12-31$1,844,717
Participant contributions at end of year2019-12-31$687,604
Participant contributions at end of year2019-12-31$687,604
Participant contributions at beginning of year2019-12-31$767,046
Participant contributions at beginning of year2019-12-31$767,046
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,676
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,676
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
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$4,812,145
Value of net income/loss2019-12-31$4,812,145
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,889,276
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,077,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,077,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$24,988,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,988,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,110,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,110,853
Interest on participant loans2019-12-31$39,313
Interest on participant loans2019-12-31$39,313
Interest earned on other investments2019-12-31$128,152
Interest earned on other investments2019-12-31$128,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,212,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,199,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,199,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,501,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,501,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$577,038
Contributions received in cash from employer2019-12-31$577,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,549,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,549,121
Contract administrator fees2019-12-31$29,489
Contract administrator fees2019-12-31$29,489
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$862,102
Total of all expenses incurred2018-12-31$2,168,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,105,381
Expenses. Certain deemed distributions of participant loans2018-12-31$20,863
Value of total corrective distributions2018-12-31$10,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,143,541
Value of total assets at end of year2018-12-31$27,077,131
Value of total assets at beginning of year2018-12-31$28,383,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,066
Total interest from all sources2018-12-31$144,969
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,368,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,368,245
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,632,228
Participant contributions at end of year2018-12-31$767,046
Participant contributions at beginning of year2018-12-31$833,360
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$58,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,306,496
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,077,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,383,627
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$20,110,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,471,321
Interest on participant loans2018-12-31$32,746
Interest earned on other investments2018-12-31$112,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,199,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,078,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,794,653
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$453,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,105,381
Contract administrator fees2018-12-31$32,066
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 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,328,551
Total of all expenses incurred2017-12-31$2,140,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,050,786
Expenses. Certain deemed distributions of participant loans2017-12-31$14,530
Value of total corrective distributions2017-12-31$42,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,054,578
Value of total assets at end of year2017-12-31$28,383,627
Value of total assets at beginning of year2017-12-31$25,195,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,077
Total interest from all sources2017-12-31$152,770
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$946,291
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$946,291
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,496,495
Participant contributions at end of year2017-12-31$833,360
Participant contributions at beginning of year2017-12-31$748,303
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$88,275
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$3,188,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,383,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,195,222
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$21,471,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,725,500
Interest on participant loans2017-12-31$35,396
Interest earned on other investments2017-12-31$117,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,078,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,721,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,174,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$469,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,050,786
Contract administrator fees2017-12-31$32,077
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 : UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,649,720
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,493,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,428,577
Expenses. Certain deemed distributions of participant loans2016-12-31$-9,165
Value of total corrective distributions2016-12-31$43,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,899,534
Value of total assets at end of year2016-12-31$25,195,222
Value of total assets at beginning of year2016-12-31$24,039,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,798
Total interest from all sources2016-12-31$173,887
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$951,428
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$951,428
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,421,754
Participant contributions at end of year2016-12-31$748,303
Participant contributions at beginning of year2016-12-31$764,813
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,267
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$1,155,966
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,195,222
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,039,256
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$17,725,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,027,658
Interest on participant loans2016-12-31$31,167
Interest earned on other investments2016-12-31$142,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,721,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,246,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$624,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$457,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,428,577
Contract administrator fees2016-12-31$30,798
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 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,996,908
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,635,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,526,252
Expenses. Certain deemed distributions of participant loans2015-12-31$29,126
Value of total corrective distributions2015-12-31$49,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,855,466
Value of total assets at end of year2015-12-31$24,039,256
Value of total assets at beginning of year2015-12-31$23,677,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,341
Total interest from all sources2015-12-31$192,055
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,204,191
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$1,204,191
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,412,921
Participant contributions at end of year2015-12-31$764,813
Participant contributions at beginning of year2015-12-31$825,421
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,262
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$361,474
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,039,256
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,677,782
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$15,027,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,089,794
Interest on participant loans2015-12-31$31,757
Interest earned on other investments2015-12-31$160,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,246,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,762,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,254,804
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$438,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,526,252
Contract administrator fees2015-12-31$30,341
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 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$3,255,914
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,030,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,922,358
Expenses. Certain deemed distributions of participant loans2014-12-31$32,624
Value of total corrective distributions2014-12-31$45,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,224,940
Value of total assets at end of year2014-12-31$23,677,782
Value of total assets at beginning of year2014-12-31$23,452,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,549
Total interest from all sources2014-12-31$186,364
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,030,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,030,657
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,302,826
Participant contributions at end of year2014-12-31$825,421
Participant contributions at beginning of year2014-12-31$898,547
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$536,390
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$225,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,677,782
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,452,303
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$15,089,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,529,175
Interest on participant loans2014-12-31$33,913
Interest earned on other investments2014-12-31$152,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,762,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,024,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-186,047
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$385,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,922,358
Contract administrator fees2014-12-31$29,549
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 name2014-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2014-12-31580914992
2013 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$4,879,968
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,725,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,648,678
Expenses. Certain deemed distributions of participant loans2013-12-31$18,034
Value of total corrective distributions2013-12-31$32,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,890,008
Value of total assets at end of year2013-12-31$23,452,303
Value of total assets at beginning of year2013-12-31$20,298,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,147
Total interest from all sources2013-12-31$190,507
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$645,903
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$645,903
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,333,263
Participant contributions at end of year2013-12-31$898,547
Participant contributions at beginning of year2013-12-31$866,274
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$132,805
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$3,154,131
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,452,303
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,298,172
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$14,529,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,572,961
Interest on participant loans2013-12-31$34,149
Interest earned on other investments2013-12-31$156,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,024,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,858,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,153,550
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$423,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,648,678
Contract administrator fees2013-12-31$26,147
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 name2013-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2013-12-31580914992
2012 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$4,103,829
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$969,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$914,246
Expenses. Certain deemed distributions of participant loans2012-12-31$8,689
Value of total corrective distributions2012-12-31$12,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,358,841
Value of total assets at end of year2012-12-31$20,298,172
Value of total assets at beginning of year2012-12-31$17,164,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,098
Total interest from all sources2012-12-31$203,723
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$423,180
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$423,180
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$1,345,265
Participant contributions at end of year2012-12-31$866,274
Participant contributions at beginning of year2012-12-31$867,176
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$352,944
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$3,134,077
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,298,172
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,164,095
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$11,572,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,038,805
Interest on participant loans2012-12-31$36,454
Interest earned on other investments2012-12-31$167,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,858,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,258,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,118,085
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$660,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$914,246
Contract administrator fees2012-12-31$34,098
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 name2012-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2012-12-31580914992
2011 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$2,062,383
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$945,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$905,680
Expenses. Certain deemed distributions of participant loans2011-12-31$4,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,195,366
Value of total assets at end of year2011-12-31$17,164,095
Value of total assets at beginning of year2011-12-31$16,046,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,297
Total interest from all sources2011-12-31$204,108
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$268,357
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$1,345,200
Participant contributions at end of year2011-12-31$867,176
Participant contributions at beginning of year2011-12-31$624,775
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$194,754
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$1,117,248
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,164,095
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,046,847
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$10,038,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,024,530
Interest on participant loans2011-12-31$32,854
Interest earned on other investments2011-12-31$171,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,258,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,397,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-605,448
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$655,412
Income. Dividends from preferred stock2011-12-31$268,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$905,680
Contract administrator fees2011-12-31$35,297
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 name2011-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2011-12-31580191499
2010 : UPSON REGIONAL MEDICAL CENTER 401(K) 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$3,450,719
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,444,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,365,565
Expenses. Certain deemed distributions of participant loans2010-12-31$49,146
Value of total corrective distributions2010-12-31$613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,989,667
Value of total assets at end of year2010-12-31$16,046,847
Value of total assets at beginning of year2010-12-31$14,040,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,868
Total interest from all sources2010-12-31$199,300
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$266,046
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$266,046
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$1,311,722
Participant contributions at end of year2010-12-31$624,775
Participant contributions at beginning of year2010-12-31$564,366
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,740
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$2,006,527
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,046,847
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,040,320
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$10,024,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,632,490
Interest on participant loans2010-12-31$34,440
Interest earned on other investments2010-12-31$164,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,397,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,843,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$995,706
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$610,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,365,565
Contract administrator fees2010-12-31$28,868
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 name2010-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2010-12-31580191499

Form 5500 Responses for UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN

2022: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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: UPSON REGIONAL MEDICAL CENTER 401(K) 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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered1202
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered1125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered1078
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered998
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered945
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered896
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered797
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered734
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered752
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered948
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered955
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66790
Policy instance 1
Insurance contract or identification number66790
Number of Individuals Covered938
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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