401k Plan data: TANNER ADVANTAGE 403(B) PLAN plan

TANNER ADVANTAGE 403(B) PLAN 401k Plan overview

Plan Name	TANNER ADVANTAGE 403(B) PLAN
Plan identification number	004

TANNER ADVANTAGE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

TANNER MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: TANNER MEDICAL CENTER, INC.

Employer identification number (EIN): 581790149

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANNER ADVANTAGE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2018-01-01 EMILY TALLEY
004 2017-01-01 EMILY TALLEY
004 2016-01-01 EMILY TALLEY EMILY TALLEY 2017-10-12
004 2015-01-01 EMILY TALLEY EMILY TALLEY 2016-10-12
004 2014-01-01 EMILY TALLEY
004 2013-01-01 EMILY TALLEY
004 2012-01-01 EMILY TALLEY
004 2011-01-01 EMILY TALLEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2018-01-01	EMILY TALLEY
004	2017-01-01	EMILY TALLEY
004	2016-01-01	EMILY TALLEY	EMILY TALLEY	2017-10-12
004	2015-01-01	EMILY TALLEY	EMILY TALLEY	2016-10-12
004	2014-01-01	EMILY TALLEY
004	2013-01-01	EMILY TALLEY
004	2012-01-01	EMILY TALLEY
004	2011-01-01	EMILY TALLEY

Plan Statistics for TANNER ADVANTAGE 403(B) PLAN

401k plan membership statisitcs for TANNER ADVANTAGE 403(B) PLAN

Measure Date Value
2018: TANNER ADVANTAGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TANNER ADVANTAGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,973
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 273
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 285
Total participants 2017-01-01 285
Number of participants with account balances 2017-01-01 152
2016: TANNER ADVANTAGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,870
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,966
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,973
Number of participants with account balances 2016-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TANNER ADVANTAGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,763
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,870
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 2,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,877
Number of participants with account balances 2015-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TANNER ADVANTAGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,769
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,756
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 2,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,763
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TANNER ADVANTAGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,563
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,764
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 2,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,769
Number of participants with account balances 2013-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TANNER ADVANTAGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,486
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,560
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 2,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,563
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TANNER ADVANTAGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,393
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,485
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 2,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,486
Number of participants with account balances 2011-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2018: TANNER ADVANTAGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TANNER ADVANTAGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,973
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	273
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	285
Total participants	2017-01-01	285
Number of participants with account balances	2017-01-01	152
2016: TANNER ADVANTAGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,870
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,966
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,973
Number of participants with account balances	2016-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TANNER ADVANTAGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,763
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,870
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	2,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,877
Number of participants with account balances	2015-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TANNER ADVANTAGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,769
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,756
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	2,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,763
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TANNER ADVANTAGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,563
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,764
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	2,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,769
Number of participants with account balances	2013-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TANNER ADVANTAGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,486
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,560
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	2,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,563
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TANNER ADVANTAGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,393
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,485
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	2,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,486
Number of participants with account balances	2011-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TANNER ADVANTAGE 403(B) PLAN

Measure	Date	Value
2018 : TANNER ADVANTAGE 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-07-05	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-07-05	$0
Total unrealized appreciation/depreciation of assets	2018-07-05	$0
Total transfer of assets to this plan	2018-07-05	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-05	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-05	$0
Expenses. Interest paid	2018-07-05	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-07-05	$0
Total income from all sources (including contributions)	2018-07-05	$62,266
Total loss/gain on sale of assets	2018-07-05	$0
Total of all expenses incurred	2018-07-05	$3,370,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-07-05	$3,365,803
Expenses. Certain deemed distributions of participant loans	2018-07-05	$0
Value of total corrective distributions	2018-07-05	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-07-05	$0
Value of total assets at end of year	2018-07-05	$0
Value of total assets at beginning of year	2018-07-05	$3,307,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-07-05	$4,274
Total income from rents	2018-07-05	$0
Total interest from all sources	2018-07-05	$1,233
Total dividends received (eg from common stock, registered investment company shares)	2018-07-05	$2,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-07-05	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-07-05	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-07-05	$2,410
Assets. Real estate other than employer real property at end of year	2018-07-05	$0
Assets. Real estate other than employer real property at beginning of year	2018-07-05	$0
Administrative expenses professional fees incurred	2018-07-05	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-07-05	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-07-05	$0
Was this plan covered by a fidelity bond	2018-07-05	Yes
Value of fidelity bond cover	2018-07-05	$5,000,000
If this is an individual account plan, was there a blackout period	2018-07-05	No
Were there any nonexempt tranactions with any party-in-interest	2018-07-05	No
Contributions received from participants	2018-07-05	$0
Participant contributions at end of year	2018-07-05	$0
Participant contributions at beginning of year	2018-07-05	$30,750
Participant contributions at end of year	2018-07-05	$0
Participant contributions at beginning of year	2018-07-05	$0
Assets. Other investments not covered elsewhere at end of year	2018-07-05	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-07-05	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-07-05	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-07-05	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-07-05	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-07-05	$0
Assets. Loans (other than to participants) at end of year	2018-07-05	$0
Assets. Loans (other than to participants) at beginning of year	2018-07-05	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-07-05	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-07-05	$0
Other income not declared elsewhere	2018-07-05	$0
Administrative expenses (other) incurred	2018-07-05	$4,274
Liabilities. Value of operating payables at end of year	2018-07-05	$0
Liabilities. Value of operating payables at beginning of year	2018-07-05	$0
Total non interest bearing cash at end of year	2018-07-05	$0
Total non interest bearing cash at beginning of year	2018-07-05	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-05	No
Income. Non cash contributions	2018-07-05	$0
Value of net income/loss	2018-07-05	$-3,307,811
Value of net assets at end of year (total assets less liabilities)	2018-07-05	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-07-05	$3,307,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-07-05	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-07-05	No
Were any leases to which the plan was party in default or uncollectible	2018-07-05	No
Assets. partnership/joint venture interests at end of year	2018-07-05	$0
Assets. partnership/joint venture interests at beginning of year	2018-07-05	$0
Investment advisory and management fees	2018-07-05	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-07-05	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-07-05	$3,187,288
Value of interest in pooled separate accounts at end of year	2018-07-05	$0
Value of interest in pooled separate accounts at beginning of year	2018-07-05	$0
Interest on participant loans	2018-07-05	$404
Income. Interest from loans (other than to participants)	2018-07-05	$0
Interest earned on other investments	2018-07-05	$829
Income. Interest from US Government securities	2018-07-05	$0
Income. Interest from corporate debt instruments	2018-07-05	$0
Value of interest in master investment trust accounts at end of year	2018-07-05	$0
Value of interest in master investment trust accounts at beginning of year	2018-07-05	$0
Value of interest in common/collective trusts at end of year	2018-07-05	$0
Value of interest in common/collective trusts at beginning of year	2018-07-05	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-07-05	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-07-05	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-07-05	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-07-05	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-07-05	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-07-05	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-07-05	$89,773
Expenses. Payments to insurance carriers foe the provision of benefits	2018-07-05	$0
Asset value of US Government securities at end of year	2018-07-05	$0
Asset value of US Government securities at beginning of year	2018-07-05	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-07-05	$58,623
Net investment gain/loss from pooled separate accounts	2018-07-05	$0
Net investment gain or loss from common/collective trusts	2018-07-05	$0
Net gain/loss from 103.12 investment entities	2018-07-05	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-07-05	No
Was there a failure to transmit to the plan any participant contributions	2018-07-05	No
Has the plan failed to provide any benefit when due under the plan	2018-07-05	No
Assets. Invements in employer securities at end of year	2018-07-05	$0
Assets. Invements in employer securities at beginning of year	2018-07-05	$0
Assets. Value of employer real property at end of year	2018-07-05	$0
Assets. Value of employer real property at beginning of year	2018-07-05	$0
Contributions received in cash from employer	2018-07-05	$0
Employer contributions (assets) at end of year	2018-07-05	$0
Employer contributions (assets) at beginning of year	2018-07-05	$0
Income. Dividends from preferred stock	2018-07-05	$0
Income. Dividends from common stock	2018-07-05	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-07-05	$3,365,803
Asset. Corporate debt instrument preferred debt at end of year	2018-07-05	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-07-05	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-07-05	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-07-05	$0
Contract administrator fees	2018-07-05	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-07-05	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-07-05	$0
Liabilities. Value of benefit claims payable at end of year	2018-07-05	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-07-05	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-07-05	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-07-05	$0
Did the plan have assets held for investment	2018-07-05	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-05	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-07-05	Yes
Aggregate proceeds on sale of assets	2018-07-05	$0
Aggregate carrying amount (costs) on sale of assets	2018-07-05	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-07-05	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-07-05	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-07-05	Yes
Opinion of an independent qualified public accountant for this plan	2018-07-05	Disclaimer
Accountancy firm name	2018-07-05	DRAFFIN & TUCKER, LLP
Accountancy firm EIN	2018-07-05	580914992
2017 : TANNER ADVANTAGE 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$497,580
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$315,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$308,925
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$27,180
Value of total assets at end of year	2017-12-31	$3,307,811
Value of total assets at beginning of year	2017-12-31	$3,125,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,584
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$4,826
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$103,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$103,308
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$27,180
Participant contributions at end of year	2017-12-31	$30,750
Participant contributions at beginning of year	2017-12-31	$29,241
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,096,499
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$6,584
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$182,071
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,307,811
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,125,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,187,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$1,660
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$3,166
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$89,773
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$362,266
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$308,925
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DRAFFIN & TUCKER, LLP
Accountancy firm EIN	2017-12-31	580914992
2016 : TANNER ADVANTAGE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$690,557
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$156,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$155,542
Expenses. Certain deemed distributions of participant loans	2016-12-31	$510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$521,725
Value of total assets at end of year	2016-12-31	$3,125,740
Value of total assets at beginning of year	2016-12-31	$2,591,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$375
Total interest from all sources	2016-12-31	$9,529
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$33,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$33,819
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$481,797
Participant contributions at end of year	2016-12-31	$29,241
Participant contributions at beginning of year	2016-12-31	$38,103
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,096,499
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$544,803
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$39,353
Administrative expenses (other) incurred	2016-12-31	$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$534,130
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,125,740
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,591,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,008,704
Interest on participant loans	2016-12-31	$1,780
Interest earned on other investments	2016-12-31	$7,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$125,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$155,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2016-12-31	580914992
2015 : TANNER ADVANTAGE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$536,464
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$171,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$168,414
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$523,583
Value of total assets at end of year	2015-12-31	$2,591,610
Value of total assets at beginning of year	2015-12-31	$2,226,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$535
Total interest from all sources	2015-12-31	$9,694
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$26,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$26,268
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$451,970
Participant contributions at end of year	2015-12-31	$38,103
Participant contributions at beginning of year	2015-12-31	$60,890
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$544,803
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$475,483
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$71,613
Administrative expenses (other) incurred	2015-12-31	$535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$365,229
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,591,610
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,226,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,008,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,690,008
Interest on participant loans	2015-12-31	$2,153
Interest earned on other investments	2015-12-31	$7,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-23,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$168,414
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2015-12-31	580914992
2014 : TANNER ADVANTAGE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$528,432
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$72,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$70,916
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$443,440
Value of total assets at end of year	2014-12-31	$2,226,381
Value of total assets at beginning of year	2014-12-31	$1,770,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$455
Total interest from all sources	2014-12-31	$9,178
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$23,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$23,831
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$388,158
Participant contributions at end of year	2014-12-31	$60,890
Participant contributions at beginning of year	2014-12-31	$57,234
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$475,483
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$434,416
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,282
Administrative expenses (other) incurred	2014-12-31	$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$455,763
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,226,381
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,770,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,690,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,278,968
Interest on participant loans	2014-12-31	$2,386
Interest earned on other investments	2014-12-31	$6,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$51,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$70,916
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2014-12-31	580914992
2013 : TANNER ADVANTAGE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$740,109
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$45,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$45,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$530,448
Value of total assets at end of year	2013-12-31	$1,770,618
Value of total assets at beginning of year	2013-12-31	$1,075,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$305
Total interest from all sources	2013-12-31	$7,012
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$14,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$14,320
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$391,150
Participant contributions at end of year	2013-12-31	$57,234
Participant contributions at beginning of year	2013-12-31	$47,587
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$434,416
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$217,324
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$139,298
Administrative expenses (other) incurred	2013-12-31	$305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$694,788
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,770,618
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,075,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,278,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$810,919
Interest on participant loans	2013-12-31	$1,954
Interest earned on other investments	2013-12-31	$5,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$188,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$45,016
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2013-12-31	580914992
2012 : TANNER ADVANTAGE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$588,909
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$508,748
Value of total assets at end of year	2012-12-31	$1,075,830
Value of total assets at beginning of year	2012-12-31	$492,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$271
Total interest from all sources	2012-12-31	$3,859
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,991
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$347,357
Participant contributions at end of year	2012-12-31	$47,587
Participant contributions at beginning of year	2012-12-31	$19,099
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$217,324
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$89,972
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$160,169
Other income not declared elsewhere	2012-12-31	$7
Administrative expenses (other) incurred	2012-12-31	$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$583,552
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,075,830
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$492,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$810,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$383,207
Interest on participant loans	2012-12-31	$955
Interest earned on other investments	2012-12-31	$2,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$65,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,086
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2012-12-31	580914992
2011 : TANNER ADVANTAGE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$499,073
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$520,274
Value of total assets at end of year	2011-12-31	$492,278
Value of total assets at beginning of year	2011-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$150
Total interest from all sources	2011-12-31	$1,036
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$4,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$4,277
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$298,327
Participant contributions at end of year	2011-12-31	$19,099
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$89,972
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$221,947
Other income not declared elsewhere	2011-12-31	$6
Administrative expenses (other) incurred	2011-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$492,278
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$492,278
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$383,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$57
Interest earned on other investments	2011-12-31	$979
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-26,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,645
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DRAFFIN & TUCKER
Accountancy firm EIN	2011-12-31	580914992

Form 5500 Responses for TANNER ADVANTAGE 403(B) PLAN

2018: TANNER ADVANTAGE 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TANNER ADVANTAGE 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TANNER ADVANTAGE 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TANNER ADVANTAGE 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TANNER ADVANTAGE 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TANNER ADVANTAGE 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TANNER ADVANTAGE 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TANNER ADVANTAGE 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894625

Policy instance

Insurance contract or identification number	894625
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-07-05
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894625

Policy instance

Insurance contract or identification number	894625
Number of Individuals Covered	22
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

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Company Name:	TANNER MEDICAL CENTER, INC.
Employer identification number (EIN):	581790149
NAIC Classification:	622000
NAIC Description:	Hospitals